Click below to open resource. Everyone is different and may have their own personal techniques. Resources below are meant to be used only as a baseline.
- Front Desk Training Overview (link to front desk Training overview pdf)
- Answer the Phone
- Check Patient in
- Check Patient out
- Verify Insurance & 2nd Check
- Termed Insurance Check
- Memorize 3 different types of ins. Be able to setup and identify
- Open Office, Turn on Equipment, Door & Alarm
- Collect & Enter New Patient Information
- Follow Patient Interaction Quality Monitoring program
- Phone System & Queues
- Complete Dental Charting
- Treatment Plan
- Efficient Scheduling
- Setup LC Healthy Smile Plan with Quote and Treatment Plan
- Multiple tx Plan Options
- Set up Payment Plans & Save Credit Card on File
- Add Picture to Patient Chart
- Appointment Confirmations (Phone, Email, & Text)
- Look for Insurance Red Flags (pano+bw = fmx, fl-, etc)
- Send Claims
- Review Clearinghouse Reports
- Creating all checklists
- Red Flag Checklist
- Comm log important info pertaining to patient account
- Prepare Morning Huddle form for next day
- Learn to utilize & navigate the office portal
Links
Front Desk Training PDF (corresponding front desk training pdf)