Win the Start

Empowering your sales team

to excel

give them the training to embrace the role fully

Win the Start

Empowering your sales team to excel

give them the training to embrace the role fully

Treatment Coordinator Training

Sales training for on-site and virtual consults, follow up and more

Meeting and greeting the patient is easy, the painful piece is often the "money" conversation - let's help your team gain that inner confidence to "win the start".

I'm Amy and my training program helps your Treatment Coordinators improve their sales conversion rates. I provide sales coaching to ease the path of signing up new patient starts in your Orthodontic practice which directly impacts your bottom line.

Be the practice that encourages generational and community relationships with its patients - as each generation grows, they continue to bring their kids, and when they grow up they bring their kids and regularly refer you to their friends! Long-term loyalty is built with great customer service and my training will give you reassurance that your team is delivering time and again.

Specific Training for your Treatment Coordinator Sales team

A Treatment Coordinator is more than a sales role. They are the mentors empowering a new patient to achieve a dream of attainable orthodontic care.

Empower them! Sign up for coaching!

A Treatment Coordinator is more than a sales role. They are the mentors empowering a new patient to achieve a dream of attainable orthodontic care.

Empower them! Sign up for coaching!

TC Sales Training

  • Learn to close the sale and increase conversion rates

  • Master how to respond to different personalities

  • Become comfortable and fluid with rebuttals

  • Get the patient's buy-in at every step of the process to reduce the number of failed conversions

  • Learn to be their mentor and guide them with confidence

All Packages Include:

Coaching & accountability - Online Library Portal - Standardized training - Options for remote & on-site initial training

Ensure your customer service matches your quality patient care. Combine customer service training with award-winning coaching.

Join Amy's mailing list today and receive her WIN the START training as a thank you!

Sometimes we are so focused on getting a new patient to sign the contract that we can forget and bypass the natural milestones that need to occur during the exam process.

What Our Clients Are Saying

My customer communication training will help you to 10X your patient experience to massively impact your Win ratio!

40%

Decrease in No Shows

because all your customer relationships are real connections, right from the start.

64%

Reduction in Longer, Problem Calls

because you're no longer inadvertently upsetting your valued customers.

20%

Increase in Production

because you've built trust with your customers from the beginning, so your win ratio is much higher.

HOW TO WORK WITH ME

Phone Coaching

Telephone skills training for efficient and impactful first impressions with your receptionist and front office team.

Sales Coaching

Treatment Coordinator communication training for consultations to adapt, read the room, and win the start.

Workshops & Keynotes

Book me for your team or appreciation event you are running to provide customer experience training.

frustrated woman at desk

3 Tools to Handle the Last-Minute Reschedule

June 10, 20213 min read

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.

 

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1 – Setting the Expectation

“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.

 

2 – State the Facts

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?”

 

3 – VIP List

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.

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Amy Demas

Communication trainer and coach for individuals and businesses.

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What Our Clients are Saying

Preferred Provider For:

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

Schulman Group leaders say

“The Schulman Group is pleased to call Amy Demas/Communicate Excellence one of our valued preferred consultants and a huge advocate for our educational programming efforts. Her "can do" attitude has served the group in many capacities over the years…..as a consultant, as a program speaker and most recently served as moderator for our Doctor and Team Meeting. As speaker and consultant, Amy offers invaluable insight on communication skills for all orthodontic team members and has helped a number of our members streamline and improve office interactions with patients.”

Emily, Mari's List says

"Amy Demas is a shining star when it comes to training front desk staff, scheduling coordinators and treatment coordinators. She truly communicates excellence. Mari's List feels confident endorsing Amy because of her long history of exceptional professionalism and glowing reviews from our members."

Amy believes in giving back and paying it forward by donating 10% of ALL proceeds to organizations that help others.

Click on any logo to learn more about the organization.

As a survivor of a rare cancer I love riding each year and raising funds for the research to beat rare cancers. 100% of all raised funds go to research.

I have enjoyed building boxes for children around the world. And having lived in Charlotte I even was able to pack crates of boxes.

I am a PEO Sister. This organization has helped women "reach for the stars" by providing $400 million in educational assistance. They even have their own college.

As a parent with two children have been treated by Shriner's Hospital, I love to give back. They provide free care for those in need.