The Ultimate Front Desk Checklist for Dental Practices

Welcome The Caller

  • Answer The Phone With A Smile.
  • Start With A Friendly And Professional Greeting.
  • Introduce Yourself And The Practice.
  • Write Down The Caller’s Name.

Remember: Repeat back the caller’s name throughout the conversation.

Welcome The Caller

Extend An Invitation

  • Ask for the appointment on every call!
  • Find out caller’s best availability.
  • Offer two times for an appointment.
  • Utilize the “whittle and shepherd” method to narrow down an appointment time.

Fact: Offering two specific times increases your odds of booking an appointment by more than 40%.

Extend An Invitation

Inquiry & Overcome

  • Ask the patient’s reason for calling.
  • Rather than quoting price:
    • Offer a free consultation.
    • Provide financing options like Care Credit or cash discounts, and help file claims with insurance.
    • Confidently explain the value of service
    • Guide toward the appointment.
Inquiry & Overcome

Collect Caller Information

  • Collect important information to contact the patient.
  • Ask the best way to reach him or her.
  • Confirm the appointment date and time.
Collect Caller Information

Set Expectations

  • Explain how long the appointment will take.
  • Remind him or her of what time to arrive.
  • Share which documents and materials are needed, as well as what paperwork they should expect.
Set Expectations

May 2022 Amazon Demo Promo

Terms and Conditions

Last Updated: April 30, 2022

Offer ends May 31, 2022, and is limited to prospective customers who participate in a Adit services demonstration and are actively employed by a dental practice. by May 31, 2022. No purchase of Adit services is required. The $50 Amazon gift card will be emailed to the company participating in the demo within 4 weeks of completion of the demo. Offer may not be combined with any other offers and is limited to one (1) gift card per office. Offer is not available to current customers or to prospective customers or individuals that have participated in a Adit demo during the prior six (6) months. Recipient is responsible for all taxes and fees associated with receipt and/or use of the gift card as well as reporting the receipt of the gift card as required under applicable federal and state laws. Adit is not responsible for and will not replace the gift card if it is lost or damaged, is not used within any applicable timeframe, or is misused by the recipient. Adit is not responsible for any injury or damage to persons or property which may be caused, directly or indirectly, in whole or in part, from the recipient’s participation in the promotion or receipt or use of the gift card. Recipient agrees to indemnify, defend and hold harmless Adit from and against any and all claims, expenses, and liabilities (including reasonable attorney’s fees) arising out of or relating to a recipient’s participation in the promotion and/or recipient’s acceptance, use or misuse of the gift card. This offer is sponsored by Adit Communications, Inc. and is in no way sponsored, endorsed or administered by, or associated with Amazon.


FREE $50 Gift Card

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