Front Desk Staff Systems Training

Is your front desk staff performing at an
optimal level?...

In these tough economic times they must be!

Lack of adequate front desk skills can easily cost you 10% or more in production and/or collection loss. Consider this: for a $1,000,000 practice this is $100,000 out of your pocket! Can you afford this?

How do your systems compare to these benchmarks?

Scheduling - Does your staff use block scheduling and consistently schedule to an established daily goal for each doctor and hygienist?

Collections - Are your collections 98% of your production?

Accounts Receivable - Is your Accounts Receivable equal to or less than one month's production? Do you have to wait too long for insurance payments?

Phone Skills - Is your staff converting "shoppers" to new patients? Does your staff know the right verbal skills to use when a patient asks: "Do you take my insurance?", "How much does a cleaning cost?"

Recall & Unfinished Treatment Plan Reports - Are 75% of your patients in recall? Are your staff working these reports effectively and have the right verbal skills to get patients to schedule?

Division of Front Desk Duties - Is your front desk staff working efficiently together?

Front Desk Systems Training Schedule

Prior to visit:
Systems check phone call with office manager to determine current protocols.

Day 1:
Consultant travels to client’s practice and observes front desk staff for 2-3 hours while office is seeing patients to evaluate verbal skills and processes.

Day 2:

• Coaching on verbal and phone skills:
• Short Notice Cancellation/Reschedule phone calls
• No-show appointment management
• New Patient Calls
• Answering “Do you take my insurance plan?”
• Checking patients in and out
• Review of treatment plans
• Recall Report
• Unfinished Treatment Reports
• Create verbal scripts for all above topics

Day 3:

• Coaching of front desk staff will take place for:

• Collections
• Financial arrangements
• Billing
• Insurance management
• Schedule management
• Set up daily goals
• View scheduled production
• Enter block scheduling template
• Create scripts for above topics
• Coaching on End of Day processing
• Ensure front staff can find, print and effectively work the following reports:
• ASAP/Pending List
• Recall Report
• Unfinished Treatment Report
• Insurance Aging Report
• Patient Aging Report
• Run Statements
• Credit Balance Report
• Procedures Not Attached To A Claim Report
• Claims Not Processed Report
• Electronic Claim Report

Accountability wrap up with doctor on the Action Plans that were created for the staff.

CONSULTING PROGRAM INCLUDES:

Unlimited telephone call support for 60 day after the consulting visit.

Systems Training Manual that stays in the office. All information, plus many more ideas that are taught in the training sessions are contained in the manual.

Practice Development Tools:

Do not lose any more money!

Call 303-660-4390 or email Julie@julieweir.com today to reserve your training date! Give your front desk staff the skills they need and desire to be successful in your practice.

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