Worked as a Vice President at Bank of America
Awarded over 56 U.S. Patents for statistical and process development work
Earned Green Belt Six Sigma certification
Inventor of the Year at Bank of America in 2008
Received Distinguished Toastmaster title and am an award-winning communication evaluator
One of the first 1000 women to ever attend the United States Military Academy
Received a BS in Mechanical Engineering from
Missouri University of Science & Technology
Earned an MBA
I believe in establishing trust among doctors, their staff and patients and instilling confidence in front desk employees. No more “gotcha” calls or walking on eggshells.
As a bonus for being a member of these organizations you will receive a discount on my services.
Schulman Group leaders say
Telephone skills training for efficient and impactful first impressions with your receptionist and front office team.
Treatment Coordinator communication training for consultations to adapt, read the room, and win the start.
Book me for your team or appreciation event you are running to provide customer experience training.
Did you know there are different types of questions? Annoyingly, we often default to the question type that doesn't actually help move us towards our goal.
Take a few moments to watch my short video and you'll learn a few of the different types so you can be more conscious of your speaking habits and bring the correct question type to the situation at hand.
Do share this video with the rest of your team to help them make the same change - it's my little thank you for having you join my mailing list.
Let’s face it, keeping calm when frantic and insistent moms phone in to reschedule an appointment with just a few hours of notice, takes tact. But there are a few tools you can keep in mind to make your job easier. And keep in mind, you are not alone; everybody plays a part.
“I would be happy to help you. As I look to the schedule, I’m looking for the next available appointment to help keep you on track.” You’ve planted the seed there that you are looking to keep them on track. Keeping them in the rotation might mean that they are offered appointments that are not at these client’s ideal times. That is not your fault. It is what it is.
You are in control of the conversation and the schedule. All TIMES are FACTS and All FACTS are STATEMENTS. No asking questions, unless they are leading questions… questions that lead to a specific answer. “Would that work for you?” “The doctor has availability at 10:30 or 11. Which one works for you?” Pretend that you’re delivering the weather report, there’s no emotion involved.
You cannot manufacture, or fabricate, holes in the schedule. The doctor can only be in one place at a time. If the assistants are rushing to accommodate your ‘squeezing in’ a last-minute reschedule, shortcuts can emerge resulting in less-than-ideal care. We found just that. Looking at a repeat bond failure on the same bracket, we found that most of those brackets that needed more than one repair were put back on after 3:30 in the afternoon. Those appointments were ‘squeezed in.’ We think we are being helpful, but we are not.
“I am happy to try to find you an appointment since we are in the middle of a rotation. The doctor happens to have a 10am or 2pm open. Which one works best for you?” If Mrs. Jones doesn’t want either slot and asks again about the 3:30 time on the following day. Remind her, “If I try to find you a 3:30 appointment, that is going to put us out another four to six weeks, and that could very likely impact treatment time. Do you wish me to look there or would you like me to keep looking for a time to keep you on track?”
We know there are moms with direct lines to the doctors. We have found a few successful ways to deal with these insistent and argumentative moms. Provide that great customer service and allow them to have their way.
We do this by: Create a shortlist, with a goal of under one percent of the clients, of VIPs (Very Involved Parents). Put an alert on their chart. Accommodate them rather than going through the steps and giving in at the end. The ruckus they can cause in the office or on social media is not worth the tussle. , just avoid engaging them, and provide excellent customer service.