Inbound Call Routing for Big Case Follow-Up

2026-06-16T00:00:00-04:00

How do I make sure an inbound call about a big case does not get fumbled? Debrief the whole team before the call ever comes in. After a large case presentation, sit down at your next morning huddle or staff meeting and walk everyone through where that case stands. The reason is simple. When that patient calls back, and they will, the call has to land with the right person instantly, your financial coordinator or office manager, not a front desk person guessing who handles it. A returning call from a fifteen thousand dollar case is too valuable to bounce around [...]

Inbound Call Routing for Big Case Follow-Up2026-06-16T00:00:00-04:00

Should You Invest in Advanced Phone Training Staff?

2026-06-16T00:00:00-04:00

Should I invest in advanced phone training for my front desk staff? If you're serious about big cases, yes, and here's the honest reason. The basic tools get most practices a long way. But your phone people are the first human contact between your marketing dollars and your chair, and a great one is worth far more than the salary line suggests. Some practices stop at the basics and do fine. Others go further and turn their phone staff into the real specialists of the practice, and those offices squeeze the most out of every marketing dollar. The math is simple. [...]

Should You Invest in Advanced Phone Training Staff?2026-06-16T00:00:00-04:00

Front Desk Tasks for the Dental Consultation

2026-06-16T00:00:00-04:00

What should my front desk do when a patient arrives for a consult? Three things, and the same three every time. First, verify the patient actually looked at the materials you sent and knows what today's visit is for. Second, review it with them no matter what they say, because the answer is identical either way. If they read it, great, I'll still recap it so we're on the same page. If they didn't, great, let's go over it now. Third, make sure the practice application and health history are filled out completely, including the back pages people always skip, and [...]

Front Desk Tasks for the Dental Consultation2026-06-16T00:00:00-04:00
Go to Top