Grading Your Receptionist's Phone Skills | Dental Practice Management Tip

In this tip, Jeff Santone covers his 10 points checklist for grading your front desk's performance answering new patient phone calls.
Download the Call Grading Sheet - www.mgeonline....
The MGE New Patient Workshop - www.newpatient...

[@NourClipCraft]

Would you ask them for their phone number and name before or after you find out why they're calling?

[@drpmb1]

Jeff, what about asking them if they have insurance and which plan are they on?

[@MGEManagement]

Great question. Yes, understanding a patient's insurance details is a key part of scheduling new appointments. But that shouldn’t be the first thing you ask.
Start by focusing on the patient, understanding their needs and getting them scheduled for an appointment. Showing your care and interest in their needs before diving into insurance details makes a world of difference. Once a connection is established, you can smoothly transition into the more administrative aspects.
For a complete list of questions, including insurance, check out the MGE New Patient Intake Form: www.mgeonline.com/np-intake-form/ . This will guide you through the process while ensuring a caring approach.