give them the training to fully embrace their role as the face of your practice
give them the training to fully embrace their role as the face of your practice
Empower the role that has the most frequent interactions with your patients and parents. They set the tone - let's make sure it's a great one.
Being on the front desk is more than reading scripts or hiding behind the "do not disturb" - let's help your team create that perfect first impression.
Are you looking to train your team to build better relationships with patients? Our customer service training will give your team the tools they need to provide excellent customer experiences.
A scheduling coordinator is more than just an appointment setter - they truly are the face of the practice and help your patients to fulfill their orthodontic dreams.
Empower them - sign up for my coaching!
A scheduling coordinator is more than just an appointment setter - they truly are the face of the practice and help your patients to fulfill their orthodontic dreams.
Empower them - sign up for my coaching!
Master the first and last impression
Learn how to offer appointments to your schedule
Know how to prevent escalations
Master the initial inquiry call to prevent no-shows
Mousy to marvelous or edgy to polished
Trapezio has launched The Academy of Front Desk Coordinators which is the perfect foundational training to creating a confident front desk team.
It happens. People get frustrated. Sometimes they vent at us simply because we're the ones on the other end of the phone, regardless of whether we have had a part to play in the situation.
I always remember "Event + Reaction = Outcome". You can control your reaction, not the event, and it still affects the Outcome.
because all your customer relationships are real connections, right from the start.
because you're no longer inadvertently upsetting your valued customers.
because you've built trust with your customers from the beginning, so your win ratio is much higher.
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.
The year 2020 has shown us over and again that we must change. We had to change the way we see customers, how we clean, and how we connect. These changes were forced upon us or we could not open up our businesses. Changes such as these are “comply or die”. Willing or not, we had to do them. But what about other types of changes? What about those changes that foster growth or improvement? And how about those changes where the consequences for non-compliance are not so earthshattering? Unless we have the willingness of our team members, we are missing a key factor of change.
In order to move in the direction of the desired change, we need willingness. Willingness opens the valve for change to occur.
Willingness is a key factor to change; it is what takes that valve and turns it “lefty-loosey” and open to change!
With willingness, a required attendance at a presentation or webinar goes from “blah, blah, blah” to learning and learning to application. The increase of willingness opens the gateway of the mind for creativity and cooperation. In order to gain successful change, willingness may not simply be a factor but the key factor.
So how can we foster willingness?
In 1977, James Prochaska and Carlo Di Clemente developed the transtheoretical model of behavior change. It is sometimes called the “stages of change”.
The stages, with their relative attitude toward change, are:
Precontemplation – no
Contemplation – maybe
Preparation – prepare / plan
Action – do
Maintenance – keep going
Note: Additionally there is Termination (no temptation to return to an old habit) and Relapse (falling back from Maintenance or Action to an earlier stage).
Before we can expect cooperative action, we must bring our teams from the first stages to the Preparation stage…the stage of willingness. We must remember that as leaders when we have decided to make a change and are at the Action stage…our teams still need to catch up to us.
How to we get from a mindset of “no” to a mindset of “willingness” and ready to take action?
First, to begin moving our teams off of the first stage we must provide information. The purpose is to help our teams go from an idea being nowhere on their radar to actually being on their radar. It is what takes them from a valve that is shut closed and begins to turn it counterclockwise and open the valve.
Think of the world of virtual exams. While a few early adopters were dabbling with this idea, it was not mainstream. Now in our post-shutdown world, it is no longer a radical idea and is quickly becoming a mainstream expectation.
Start by educating your teams as to what a virtual exam is and is not. Start by listing the advantages to such an option for your business. The goal at this point is to start building the advantages in the minds of your team.
Here are a few advantages, “pros” for virtual exams:
Saves doctor time
Can be completed out of normal business hours
Increases capacity of the office
Serves as a filtering opportunity for non-ready inquirers
Secondly, demonstrate that change is possible and there are tools and resources to make a change helps boost confidence. This helps secure the contemplation stage of “maybe” and continue the stages of change. This is what psychologists call self-efficacy.
Self-efficacy is the individual’s belief in their ability and capacity to complete the desired behaviors. They begin to think they may be able to succeed.
Going back to our virtual exams example, we can build confidence by:
Attending a webinar on virtual exams
Talking with others who have incorporated the practice
Obtaining a demonstration from a vendor
Finally, you are on the cusp of the Preparation (willingness) stage. Here is where you provide strategies that will actually help and maintain change. Here is where you have cooperation. Here is where you are ready to launch into action.
Returning once again to our virtual exams, here is where we plan and prepare and gain buy-in by:
Developing a process flow
Walking through a customer journey
Building, editing, and piloting new procedures and grids
Scheduling recap meetings to evaluate success and needed adaptations
NOW you are ready. The following stages of change are doing it and keeping up the doing of it. But if you have taken your team up through the stages, the willingness is there. The key factor to successful change has been fostered. Now you are ready to go!
As leaders, we often go through the stages of change ahead of our teams but then get frustrated when we feel we do not have the cooperation of our team members. Could it be we do not yet have the key factor of change in place? Have we forgotten their willingness needs to be in place?
Pause and prepare your teams. Start with information, boost their confidence, and provide strategies. Do so and you will guide your teams in their willingness. And that will be a key factor to the change you desire.
Remember…willingness is a key factor to change; it is what takes that valve and turns it “lefty-loosey” and open to change!
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