Front Office Fundamentals
The first call through recall: scheduling, verification, checkout, collections, and hard conversations.
Badge you earn
- 6lessons
- 65minutes of reading
- 24check questions
- Freeno account needed
Lessons
Work through them in order. Each one ends with a knowledge check that records your progress.
The First Call
What to say, what to capture, and how to turn a new patient call into a booked appointment.
Start this lesson →Scheduling Without Holes
Appointment types, block scheduling, booking rules, confirmations, and how to fill a hole in twenty minutes.
Start this lesson →Insurance Verification and Estimates
What to verify, which plan limits change the number, and how to present an estimate you can stand behind.
Start this lesson →Checkout and Collecting at the Desk
The checkout sequence, how to ask for money in plain words, payment options, and closing the day.
Start this lesson →Recall and Reactivation
Pre-appointing, the recall list, contact cadence, and a reactivation campaign that actually books people.
Start this lesson →Difficult Conversations at the Front Desk
A four-step structure for hard conversations, plus what to say for the ten situations that come up most.
Start this lesson →How this course works
Work through the lessons in order. Each one ends with exercises you can do in your own office and a few short questions to check yourself. Answer the check and the lesson is recorded as done, in this browser, with no account involved.
Finish every lesson and you can print a completion record for this course. The course also counts toward the certifications, which are the larger thing: several courses plus a timed comprehensive exam, ending in a certificate whose reference code anyone can verify.
This guide is educational content and does not constitute legal, financial, tax, or clinical advice. Laws and regulations vary by state and change over time. Consult your own dental-specific attorney, CPA, and state dental board before acting.