Free guides, DAT prep, and a no-commission equipment marketplace
Free course

Front Office Fundamentals

The first call through recall: scheduling, verification, checkout, collections, and hard conversations.

Lessons

6 lessons, about 65 minutes of reading in total. Free, no signup.

Lesson 1

The First Call

What to say, what to capture, and how to turn a new patient call into a booked appointment.

Start this lesson →
Lesson 2

Scheduling Without Holes

Appointment types, block scheduling, booking rules, confirmations, and how to fill a hole in twenty minutes.

Start this lesson →
Lesson 3

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 →
Lesson 4

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 →
Lesson 5

Recall and Reactivation

Pre-appointing, the recall list, contact cadence, and a reactivation campaign that actually books people.

Start this lesson →
Lesson 6

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 →

Start with lesson 1

How this course works

Work through the lessons in order. Each one ends with exercises you can do in your own office and five short questions to check yourself. Nothing here is a certification or a credential: it is free training material written to be genuinely useful on the job.

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.