Dental front desk training list
Office Procedures
- Stand up and approach the patient with a smile
- Introduce yourself and ask how you can assist them
- Ask for the patient's name and appointment time
- Verify their contact information and reason for visit
- Check availability and offer multiple options
- Confirm the appointment date and time with the patient
- Listen actively to the patient's concern
- Offer solutions or escalate the issue to the appropriate staff member
- Contact insurance companies for verification
- Confirm coverage details for each patient
- Update patient insurance information in the system
- Inform patient of co-pay amount
- Accept payment through preferred method
- Record payment in patient's account
- Review patient information for accuracy
- Update any changes in personal details
- Document any recent treatments or appointments
- Obtain necessary referrals from primary care physician
- Verify authorizations for specific treatments
- Keep track of referral status and expiration dates
- Communicate patient needs and preferences to staff
- Schedule appointments according to treatment plans
- Ensure smooth transition between front desk and clinical staff
Use in Manifestly