Products
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Master the Art of Presenting Treatment Plans
CourseLearn how to establish rapport and gather information from pet owners, understand how people learn, use positive body language and visual aids, and involve clients in shared decision-making.
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How to Triage Phone Calls
CourseYou need to promptly and professionally respond when pet owners call with sick or injured pets. Get questions to ask to identify emergencies and how to accommodate same-day exams.
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How to Master Forward Booking
CourseGet insider advice from dentists. Find out what to tell clients to lead them to forward book, prevent no-shows with serial confirmations, and tips to organize your future schedule.
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Control the Chaos: Ways Your Client Service Team Can Work Smarter
CourseHelp CSRs work smarter with better ways to manage texts/emails/voicemails, daily checklists, calendar tools for administrative tasks, and productivity shortcuts.
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Surefire Ways to Increase Refills and Make More Money
CourseGet strategies to keep prescription sales in your practice. Cut the volume of calls with text, email, and app refill reminders (includes templates). Set up auto refills to lockdown future sales.
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The 10 Best Receptionist Tips EVER
CourseClients who have excellent experiences spend 140% more. Learn 10 tips from what to say when clients can’t get an appointment right away to the #1 question to ask to keep exams on time.
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End Drop-Off Disasters: How to Do Admissions and Discharges
CourseStop the morning chaos. Learn how to schedule admission and discharge appointments, prioritize check-ins, get paperwork done ahead, and send confirmations that set expectations.
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How to Turn Time-Sucking Calls Into Texts
CourseUncover more than 15 ways to use texting to boost your revenue and delight clients, including prompting refills, confirming appointments, sharing surgical patient photos, dosing reminders, and texting callbacks.
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Secrets to Keep Exams on Time
CourseLearn scheduling methods that increase productivity. Get confirmations that help clients arrive on time and complete online forms in advance. Get exam workflow charts to define who does which tasks. Non-CE eligible.
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How CSRs Can Save 6 Hours a Day
CourseLearn ways to increase efficiency and productivity, including shorter call times, text and email templates for common client questions, sort and organize emails, and streamline checkout.
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How to Compete With Online Pharmacies
CourseFind out the #1 pharmacy operation mistake that costs you thousands and how to fix it. Drive sales with in-clinic sales, curbside pickup, and online pharmacy. Get templates for text, app, and email messages to promote refills and auto shipments.
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The Top 6 Skills for New CSRs
CourseLearn how to 1) Let callers hear your smile, 2) Manage multiple callers, 3) Lead scheduling conversations for concise calls, 4) Show enthusiasm and empathy over the phone and in person, 5) Embrace technology, and 6) Show value for fees.