Downloadable Document Library – lesson support, course documents and policies designed by a veteran office manager.
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Instructions & Forms
The instructions and forms below are designed as step by step guide to help your staff manage the front office.
Our policies are designed to give your office written systems on how to handle the daily issues that arise and ensure an efficient and productive team as well as a relaxed and customer service oriented atmosphere for your patients.
Hiring and building an effective team is so important to the overall success of your practice. We offer sample job descriptions to help you start thinking about the attributes you want to look for in each role. On our website as a client, we have many videos available in this category, such as Writing a Good Job Advertisement, Reading Resumes, Phone Interview, Interviewing and First Week on the Job.
The below documents are reserved for our Rock Star Clients. If you’re already a client, please make sure you are logged in.
DENTAL RECEPTIONIST INSTRUCTIONS & FORMS
Entering New Patient to Eaglesoft
This Receptionist policy is designed as a step‐by‐step guide to entering a new dental patient’s information into Eaglesoft and to ensure that your front office has all of the required data needed to ease the transition for the patient and the front office staff.
Entering New Patient Paperwork
This Receptionist policy provides detailed information and definitions for the vital terms used while entering new patient information. Accuracy is vital when entering new patient information into your software. The entire practice relies on correct patient information to do their jobs.
Practice for the Right Amount of Communication
Communication is a vital tool that we utilize in the dental office on a daily basis, but there is a fine line between saying too much and not quite saying enough. This exercise will allow the staff to practice the right amount of communication needed in various situations
Receptionist Monthly Tracking Sheet
This Receptionist checklist can be used to track and monitor the number of weekly and monthly recare and insurance calls that are made.
Child New Patient Form
This Receptionist form is perfect to give directly to your new child patients and can be filled out by themselves, while waiting for their appointment to begin.
New Patient Call in Form
This Receptionist form should be used to handle new patient calls. The form aids in asking the right questions and getting the answers the practice needs to provide the best customer experience possible.
DENTAL RECEPTIONIST POLICIES
RECEPTIONIST TRAINING LESSON DOCUMENTS
SCHEDULING COORDINATOR INSTRUCTIONS & FORMS
SCHEDULING COORDINATOR POLICIES
SCHEDULING COORDINATOR LESSON DOCUMENTS
TREATMENT COORDINATOR INSTRUCTIONS & FORMS
TREATMENT COORDINATOR POLICY DOCUMENTS
financial COORDINATOR INSTRUCTIONS & FORMS
financial COORDINATOR LESSON DOCUMENTS
financial COORDINATOR POLICY DOCUMENTS
OFFICE MANAGER INSTRUCTIONS & FORMS
OFFICE MANAGER LESSON DOCUMENTS
OFFICE MANAGER POLICY DOCUMENTS