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Front Office
51- Checking In
- Presenting/Scheduling Treatment
- Transitioning from Reception to Treatment Room
- Seating a Patient in the Treatment Room
- Introduction to the Doctor
- Checking Patients Out
- Scheduling Protocol
- Scheduling To Goal
- X-Factor Scheduling Times
- Late Protocol
- Cancellation Protocol
- Confirmation Policy
- Scheduling Coordinator Checklist
- How to Run End of Day
- Treatment Coordinator EoD Checklist
- Financial Guidelines & Arrangements
- Financial Guidelines
- Financial Arrangement Options
- Invisalign Financial Arrangements
- Insurance Verification
- How to Send X-Rays and Images Via Email
- Production Write-offs/Adjustments Guide
- Accounts Receivable Protocols and Scripts
- Stop Cancellations
- Managing the LED Sign
- How to Present Cherry Financing
- Sending X-Rays
- Office Closed Protocol
- Office Closure Protocol
- Eddson – Confirming Appointments
- Eddson – Cancelling Appointments
- Eddson – Sending Prescriptions
- Eddson – Moving Appointments
- Eddson – Adding a Contact Note
- Eddson – Looking Up a Patient
- Eddson – Adding a New Patient to an Existing Account
- Eddson – Adding a New Patient (Responsible Party)
- Eddson – Adding Simple Conditions and Treatment Planning
- Phone Call Script 3 – Price Shopper
- Simple Check Out (No Payment, No Treatment Plan)
- Check Out with Payment
- Processing a Perio Referral
- Processing an Endo Referral
- How to access Document Library
- Opening Office Protocol
- How to Register Protection Plans on Dental Warranty
- New Patient Flow Chart
- Referral Letter Flow Chart
- Patient Appointment Statuses
- Adding Profile Picture to Patients
- Taking a Pre-Payment
Scripts
12- Phone Call Script – Basics
- Phone Call Script – The Three E's: Keys to Every Phone Call
- Types of Callers
- Phone Call Script 1 – New Patient – Do You Take My Insurance
- Phone Call Script 2 – New Patient – Standard
- Phone Call Script 7 – Existing Patient (Billing/Insurance Question)
- Phone Call Script 8 – Vendors
- Phone Call Script 4 – Existing Patient Scheduling
- Phone Call Script 9 – Personal Calls
- Phone Call Script 10 – Sales Call
- Accounts Receivable Protocols and Scripts
- Phone Call Script 3 – Price Shopper
Core Values
2Back Office
19- Child Prophy
- Extraction
- Limited Exam
- Sealants
- X-Rays – CBCT (3D Pano)
- Denture/Partial Adjust
- Composite Restoration/Build Up
- Root Canal
- Pulpotomy
- Build Up & Crown
- Crown Insert
- Nitrous Oxide
- Denture/Partial Insert
- Denture/Partial Lynal
- Denture/Partial Reline
- Post-Op Instructions for Implant Placement
- Invisalign Protocol
- Eddson – Sending Prescriptions
- Eddson – Moving Appointments
-
Procedure
14
Onboarding
5FAQs
4Marketing
1Hygiene
2Eddson
12- Eddson – Confirming Appointments
- Eddson – Cancelling Appointments
- Eddson – Sending Prescriptions
- Eddson – Moving Appointments
- Eddson – Adding a Contact Note
- Eddson – Looking Up a Patient
- Eddson – Editing Patient Information
- Eddson – Adding a New Patient to an Existing Account
- Eddson – Adding a New Patient (Responsible Party)
- Eddson – Adding Simple Conditions and Treatment Planning
- Simple Check Out (No Payment, No Treatment Plan)
- Check Out with Payment
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Frequently Asked Questions
What are the steps to submit a purchase order?
Here's the process to submit a purchase order:
- Fill out the purchase order form.
- Obtain the necessary approvals from your manager or department head.
- Submit the approved purchase order to the procurement team.
Where can I find templates for customer presentations?
We have a library of customer presentation templates within the Sales & Marketing section of our knowledge base.
What is the process for requesting time off?
- Access our Time Off Request form.
- Fill out the form, including your desired dates and any relevant notes.
- Submit the form to your manager for approval.