Converting Callers to New Patients, Presented by: Penny Reed

Approved for .5 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

For most new patients, a phone call is one of the very first steps in their journey to your practice — and the team member who answers holds the key to making it count. 

Converting Callers to New Patients equips dental office managers and their administrative teams with the communication strategies, scripting, and mindset shifts needed to turn inbound calls into scheduled appointments. From crafting an energizing greeting to navigating insurance questions with confidence, this program addresses the most common conversion roadblocks head-on. 

Participants leave with actionable tools — including intake scripts, FAQs, and self-assessment checklists — ready to implement the same day

Course Learning Objectives:

Upon completing this program, participants will be able to: 

• Identify and eliminate the most common assumptions and communication habits
  that prevent callers from scheduling new patient appointments.
• Apply proven telephone techniques — including enthusiastic greetings, rapportbuilding, and strategic open-ended questions — to increase call-to-appointment conversion rates
• Confidently guide callers through common concerns around insurance, fees, and treatment questions in ways that move the conversation toward scheduling.
• Implement a step-by-step new patient call protocol, using provided scripts and intake forms, to create a consistent and welcoming caller experience across the entire administrative team.