Tips and Ideas for Effectively Answering The Dental Office Telephone

Tips and Ideas for Effectively Answering The Dental Office Telephone

Hello Friends,

You never get a second chance to make a great first impression.”

What kind of impression is your dental office team creating for you? Do you know how effective they are in answering the office telephone? Does it really matter? Absolutely!

All of your marketing efforts lead people to the phone first. Don’t waste your money by losing the potential patient or aggravating current patients due to poor telephone skills and habits. Your entire team (clinical & admin) should be trained on how to properly answer the phone and handle the call. Answering the phone is a privilege and a great opportunity!

Dental Office Training and Telephone Scripts

Here are a 10 helpful telephone tips & ideas:

  1. Smile before you pick up the phone.
  2. Answer the phone within the first couple of rings.
  3. Answer the phone with a thank you for calling, identify the office and give your name. (ex: Thank you for calling Dr.Smiles, this is Betty. I can help you.)
  4. Do NOT let the caller go to voice mail (or a busy signal!) during business hours (including lunch hours). People hate leaving messages. Oftentimes, they’ll hang up and call the next office on their list.
  5. Never, ever answer the phone with “hold please” or “can you hold?”! Take a quick second, find out who they are and what they need. People hate to be put on hold. If you are habitually needing to put callers on hold, you need more people answering the phones.
  6. For the few times when you do need to put a caller on hold – please, consider having a great message on hold service. Here’s why: Should I Use A Message On Hold Service?
  7. Get the caller’s name and use it often.
  8. Find out how they heard about your office (document the referral source!).
  9. What type of insurance do you have?” shouldn’t be the first thing you ask. In fact, let the caller bring that part up. Your goal is to build a relationship with the caller, to get to know them and their expectations.
  10. Offer an appointment. Sounds obvious right? You might be surprised to know how many offices I have called as a “shopper” and was never offered an appointment.

Set aside some time to meet together as a team – everyone in the office should be trained on how to not only answer the phones but they should know how to handle the calls. At the very least, professionally & courteously direct the caller to someone who can help. Role play will help all to feel more comfortable handling different types of calls.

As a team, create your Telephone Principles (Scripts) which are your goals & expectations for each call.

Know how to respond to the following callers:

  • Shopper Callers – Great opportunity! Typically, the shopper caller has a need and is ready to “buy”, that’s why they are “shopping”.  Don’t blow it by refusing to quote fees over the phone.
  • Insurance Questions – Have a great response to: “Do you take —-ins?
  • Wrong Numbers – offer an appointment anyway.
  • Sales Calls – Be kind, they’re just doing their job. Maybe they need an appointment. Plus, you don’t know who they know. It’s simple – always be kind.
  • Organizations or local businesses requesting donations – Empower your team to fulfill their request. At the very least, offer them an appointment.

The telephone ringing should never be viewed as an interruption to your already too busy day. Certainly, handling the phones is a big responsibility but it’s an even bigger privilege. Don’t miss out on any opportunities to set your office apart from the others by always exceeding the caller’s expectations.

If you have questions about how to successfully handle telephone calls or need help training your team, don’t wait, ask for help. I’m ready to help you.

Be sure to take a second and subscribe to receive in your email inbox each month, my FREE dental marketing and practice management tip & ideas. 

Yours for Greater Success,


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January Dental Marketing Tips and Ideas

January Dental Marketing Tips and Ideas

Hello Friends, 

“The new year stands before us, like a chapter in a book, waiting to be written. We can help write that story by setting goals.” – Melody Beattie

What are your dental marketing goals for 2018? What are your plans to exceed your current patients’ expectations and engage with your potential patients in the community?

(Note: For Practice management Ideas for January Visit Here: )

Here are some Dental Marketing Tips and Ideas to get you started:

Dental Marketing Ideas for January from Betty Hayden Consulting

I’m Not Going To Take It Anymore Day: 7th – This is a wonderful educational and marketing opportunity:
I’m not going to take my…”Crowded Teeth”,“Yellow Teeth”,“Bad Breath”,“Sensitive Teeth”,“Snoring”,“Headaches”, anymore! – Show your patients how you can help.

Sugar Awareness Week: 15-19thThis week share blog and social media posts all about sugar and dental health.

External Marketing to Local Businesses: Send a coffee truck to local businesses/schools – What a great surprise and welcome treat for many local businesses. Be sure to take pictures that can be shared on your social media sites. 

January is National Hot Tea Month –

Educational & Treatment Opportunity:

Drinking teas such as green tea can be very good for one’s dental health. Does Tooth Sensitivity hold some of your patients back from enjoying their favorite hot beverage? Show them how you can help relieve/eliminate tooth sensitivity. This will give a nice boost to your production too!

If you are interested in having me help your office create a custom “National Hot Tea Month” (or different themed) campaign that includes ideas for special offers, patient give-aways/drawings, community involvement, cross-marketing with local businesses and hygiene continuing care /incomplete treatment scripting, please contact me today at

Social Media Post Ideas to Improve Engagement:

Drinking Straw Day: 3rd

Cigarettes Are Hazardous To Your Health Day: 11th

Dress Up Your Pet Day: 14th

National Cheese Lovers Day: 20th

Dental Drill Appreciation Day: 26th

Bubble Wrap Appreciation Day: 29th

So there you have it, a few dental marketing ideas for January. Please be sure to comment below with any other ideas or reminders you have for the month of January.

If you are not yet following my Free Dental Marketing Ideas each month, please do so today.

Yours for Greater Success,


P.S. Please stop by and say hello to me on FacebookTwitterInstagramLinkedIn and Pinterest

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Dental Practice Management Tips and Ideas for January

Dental Practice Management Tips and Ideas for January

Hello Friends,

Approach the New Year with resolve to find the opportunities hidden in each new day. ”    ~ Michael Josephson

December is a great time to find and create opportunities for growth in the New Year. Make your to-do list for any wanted and needed improvements to your office including setting your production, collection, treatment, continuing education, and new patient goals for the new year. Do include your team in this plan, ask them what their ideas are to make 2018 a more productive and happier year for all! People are more likely to support that which they help to create.

Here are some Practice Management Tips and Ideas to get you started:

January Dental Practice Management Ideas from Betty Hayden Consulting

Hygiene Continuing Care & Incomplete Treatment:

Insurance Maximums: Many of your patients’ dental insurance maximums renew on January 1. Phone your patients with a friendly reminder of their renewed benefits and make a reservation for them to come in for their hygiene visit or incomplete treatment with the doctor. Include reminders on your social media pages.

Inactive Patients: It doesn’t help anyone to have a file cabinet or computer full of inactive patients – Get them on the schedule. January is a great time to send We Miss You Reactivation Letters to your patients. For a sample letter, please email me at

Hygiene Patients: Are you pre-appointing hygiene visits? If not, January is a good time to make this a goal for the office. While you have the hygiene patient in the office, schedule their next 3, 4, or 6-month visit. Avoid saying “would you like to schedule your next appointment?” Some will say no. So instead, say this: “Let’s go ahead and schedule your next visit.” Assume they want to schedule their next visit. By the way, your entire team needs to be on board with pre-appointing your patients. It can be done! 

If you’re struggling to have a productive and effective hygiene department – I can help you with this.

National Clean Off Your Desk Day: Jan. 8th ~ Clutter represents indecision. Make a decision to get rid of the clutter! That includes any sticky notes attached to computer monitors, coats/sweaters hanging on the backs of chairs, and fast-food drink containers sitting out on the counters. While you’re at it, go ahead and attack the cabinets & closets. Say goodbye to the clutter!

National Compliment Day: Jan. 24th ~ Compliment a fellow team member when you catch them doing something “right”. Compliments boost morale.  (Tip: You don’t need a special day to do this, everyday compliment & reward the behavior and actions that you want to see more of. )

There you have it, a few dental practice management tips and ideas for January. I hope that you find them helpful. What are your goals for 2018? I would love the opportunity to work along with you and your team to help you set, and exceed your practice goals. If you would like to set up a complimentary telephone consultation, please email me at 

Stay tuned for my dental marketing ideas for January – they’re coming soon!

Yours for Greater Success,


P.S. Please stop by and say hello to me on FacebookTwitterInstagramLinkedIn and Pinterest

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