Products
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How to Talk to Clients About Money
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How to Keep Doctors on Time
CourseDiscover scheduling techniques to have timely exams. Learn average wait times and what to tell clients while they wait. Find out how to rescue doctors from chatty clients. Get options to see same-day sick patients. Non-CE eligible.
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Creating the Perfect Veterinary Visit
CourseLearn to manage scheduling calls, set expectations at check-in and in the exam room, efficiently use exam time, schedule the next exam at checkout, collect payment, and set reminders and callbacks.
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Preparing Clients for Surgery and Dentistry
CourseLearn how to present treatment plans and lead clients to book procedures on the day of diagnosis. Discover best practices for admission and discharge appointments. Get scripts for dental and surgical confirmations. (Non-CE eligible)
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4 Easy Steps to Turn Price Shoppers Into New Clients
CourseA trained and confident CSR could generate $6,000 per month in new business. Learn how to ask caller and pet names, ask questions to determine needs, explain services before prices, and ask for the appointment. (Non-CE eligible)
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Creating the 5-Star Experience for Surgery and Dentistry
CourseLearn to create 5-star experiences when you present treatment plans before admission, assign a "care pair" as a personal contact on procedure day, schedule admission and discharge appointments, complete consents in advance, and send confirmations.
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Ways Receptionists Can Market Your Practice
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Take Control of Scheduling Calls
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5 Phone Mistakes Receptionists Make
CourseGet solutions to these mistakes: 1. Greeting callers abruptly, 2. Ignoring callers’ emotions and failing to engage, 3. Failing to listen and slipping into spiel mode, 4. Killing the service experience, and 5. Missing opportunities to schedule now.
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Best Practices for Financial Conversations
CourseLearn how to assess whether clients have financial concerns, explain fees with confidence, share financial policies and payment choices, and ask for commitments to treat. Get tips on showing empathy and resources if clients need help affording care.
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Own the Phone: How to Lead Conversations
CourseLearn how to begin calls with welcoming attitudes, show enthusiasm and empathy, lead the pace of calls, and manage hold time efficiently.
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5 Golden Rules to Impress Callers
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