Home / Training / Ophthalmology Phone Training
Staff Training

Ophthalmology phone training.

The phone is your front desk's most important tool — and every call is a chance to book a consult. Watch the training, take the short test, and download the deck to keep. About 20 minutes, start to finish.

1

Watch the video

The full phone-training session, start to finish.

2

Take the test

A short quiz to lock in what you learned.

3

Download the deck

Keep the slides as a reference at the desk.

Step 1 — Watch

Watch the training.

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

  • The first 10 seconds: tone, warmth, and a confident greeting
  • Turning "just checking prices" into a booked consult
  • Handling LASIK, cataract, and insurance questions with confidence
  • Always capturing the caller's name and number
  • Asking for the appointment — and handling hesitation
  • Clean handoffs, follow-up, and never dropping a lead
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: What is the maximum number of rings a call should be answered within?
Question 3: Which of the following is NOT one of the four goals of every call?
Question 4: Which type of call should receive the fastest, most urgent response?
Question 5: Which of the following should trigger immediate clinical escalation?
Question 6: Which is the best way to offer appointment times?
Question 7: What should you always do before placing a caller on hold?
Question 8: What is a warm transfer?
Question 9: A caller who is nervous, emotionally driven, and worried about their vision is best described as:
Question 10: According to the training, what is the real objective of every new patient call?
Step 3 — Keep

Download the deck.

Keep the full slides as a quick reference at the front desk — every script, every key point, in one place.

Ophthalmology Phone Training — Deck PDF · the full training slides to keep
Download the deck