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.
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.
As a bonus for being a member of these organizations you will receive a discount on my services.
Schulman Group leaders say