I train your dental front office on your own rules
Tell me which role you hire most and how your office runs the day. I turn your scheduling rules, check-in steps and insurance verification routine into short lessons and one-page desk cards, and set up a check with your office manager before anyone works the desk alone. Clinical care stays with your dentists.
Scheduling, check-in and insurance verification as short lessons from your rules. Clinical care stays with your dentists.
Your scheduling rules, check-in steps and verification routine, or a short call with your office manager.
You get
Short lessons, a desk card and practice calls for each front office role, and a desk check before anyone works alone.
Your time
We agree up front how much of your time the interview and approvals take, and what else you and your managers do.
Who helps
I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.
Example · desk card, dental front office
Checking in a patientDraft for your approval
One page for the front desk · from your check-in steps
Greet the patient by name and confirm the visit
Check that forms and insurance are on file
Confirm any change since the last visit
Tell the assistant the patient is here
Stop and ask the office manager if insurance can't be verified.
Source: Check-in steps, version 4 · Spanish greeting linkedEditApprove
Sample result on this page, not a client's work.
Roles I start with
The front office, and the non-clinical side of the chair
I check this list with your office manager first and start with the seat you fill most often.
Front desk
Phones, check-in and the way your office greets a patient.
Scheduling coordinator
Your scheduling rules, confirmations and the waitlist.
Insurance and billing
Your verification routine, and how to explain a statement in plain words.
Treatment coordinator
How your office walks a patient through a plan and its payment options. The plan itself is your dentist's.
Dental assistant
The non-clinical parts of the day: the morning huddle, room handoffs and patient handoffs.
Office manager
Your daily routine written down, so a second office can run on it.
How I take it on
Dental front office training, from check-in to a desk check
1
The seat you fill most
Tell me the front office role, the office and the date a new person starts.
2
Your office's way
Your scheduling rules, check-in script and verification routine, from documents or a short call with your office manager.
3
Lessons for the quiet hour
Lessons a new hire finishes between patients, and a one-page card for the desk. You approve them.
4
What patients ask at the desk
The questions patients ask, with the answers your office gives, so a new person isn't guessing.
5
Practice before the phones
Practice calls on scheduling and insurance with your office manager, before the new person answers alone.
6
A check at the desk
Your office manager watches a real check-in and decides who works the desk alone.
Example
Two front desk hires before the busy season
You said: "We hire two front desk people every August, and insurance trips them up." I start with verification. Example · 3 offices
Aug 4Your check-in steps walked through with your office manager
Aug 6Lessons on scheduling rules and insurance verification drafted
Aug 7You approve. A Spanish version of the patient greeting
Aug 11Assigned to two new front desk hires
Aug 15Practice calls with your office manager
Aug 18Desk check: your office manager decides who works alone
In the language your patients speak
If your front desk greets patients in Spanish, I prepare the greeting and the desk card in both languages from the same rule; send me a change and I redraft both for approval.
English
Spanish
Both languages
What stays with you
Your dentists own clinical care, infection control and anything a license covers
Patient records stay out of training materials
I don't promise compliance with regulations; your compliance lead makes that call
Who joins the front office, and on what terms, is your decision
