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Staff Training

Dental phone training.

The phone is your front desk's most important tool — and every call is a chance to book a new patient. Watch the training, then take the short test to complete it. About 45 minutes, start to finish.

1

Watch the video

The full phone-training session, start to finish.

2

Take the test

15 quick questions to lock in what you learned.

3

Get your results

We score your test and send the results to your practice.

Step 1 — Watch

Watch the training.

Give it your full attention — you'll be tested on it next. Take notes if it helps.

  • The approved greeting — and answering every call fast
  • Getting the caller's name and number early, every time
  • Listening well — and placing callers on hold the right way
  • Reading caller personalities, from anxious to all-business
  • Booking the visit with confidence — even with insurance questions
  • Confirming appointments and calling web leads back in minutes
Step 2 — Test

Take the test.

Answer the questions below to complete your training. It only takes a few minutes — and it confirms the key points stuck.

Phone Training Test

Required to complete

Enter your name so we can record your completion, then answer each question. Submit when you're done.

Employee Name
Date / Time
Question 1: What is the approved standard greeting?
Question 2: By what ring should you try to answer every call?
Question 3: What should you ask for early in every call in case you get disconnected?
Question 4: For most new-patient questions, what is the default answer?
Question 5: Which of the following is NOT one of the keys to good listening?
Question 6: What should you always do before placing a caller on hold?
Question 7: A caller who is nervous, needs reassurance, and may be a sedation candidate is best described as:
Question 8: A caller who talks fast, dislikes small talk, and hates being put on hold is best described as:
Question 9: Which is the best example of the dual-alternative close?
Question 10: A caller's insurance plan is out of network. What should you do?
Question 11: A caller has no insurance at all. What is the right response?
Question 12: When confirming an appointment, which word helps decrease no-shows?
Question 13: A new-patient form lead comes in from the website during business hours. How quickly should you call them?
Question 14: According to the MIT Lead Response study, calling a web lead at 5 minutes instead of 30 makes you:
Question 15: According to the training, what is the real objective of every new-patient call?