This lesson is designed to educate your staff about how to deliver exceptional customer service while working at your practice’s “front desk.”
Key topics include:
Recognizing how a clean, orderly clinic appearance contributes to a welcoming environment, from the waiting area to the reception desk.
Developing a positive, empathetic demeanor—through warm greetings, mindful communication, and professional interactions—so that patients feel genuinely cared for.
Effective reassurance techniques, such as proactively updating patients on wait times and rescheduling options when necessary.
Navigating challenging situations, including frustrated or angry patients, using de-escalation strategies, and knowing when to involve management for support.
Maintaining respectful, professional boundaries by keeping conversations appropriate, safeguarding patient privacy, and staying calm under pressure.
By the end of this lesson, participants will be equipped to confidently manage front-desk customer service tasks, ensuring that every patient’s experience is pleasant and stress-free.
Covers key elements like Member IDs, group numbers, and payer IDs, with detailed visual examples from insurers such as Anthem, Cigna, and Medicare. Includes best practices for verifying coverage, educating patients, and streamlining billing processes.
Improve payment processing and patient satisfaction with proactive, accurate eligibility checks. In this lesson, we review how to verify coverage, understand insurance responses, and communicate potential costs to patients.
Have confidence knowing that your staff will learn practical, "real-world" skills which are relevant to our specialty.
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