Receptionist Learning Path


The receptionist is the key ambassador for your business. They’re your partner in growing the practice. They are the first point of contact (and hence the first impression) for your office, and the first person someone sees when they walk in speak with when they call. They have an incredible influence on the potential success of your entire practice.

The receptionist needs GREAT (not “good enough”) communication skills and understanding of how to handle every scenario that can come their way. 

We'll teach your Receptionist how to:


Greet Patients:

  • Welcome patients with great customer service
  • Collect any needed paperwork
  • Coordinate with the back office

Answer the Phone:

  • The right way to answer the phones
  • Understand the different types of calls and what to do with them
  • Get the callers information
  • Route calls to the appropriate team members
  • Take messages

Communicate with Patients:

  • Have great communication with patients and team members
  • Improve phone skills for handling new patient calls
  • Get word-of-mouth referrals

Organizational Duties:

  • Understand how the practice structure works and who does each function
  • Route incoming/outgoing mail/packages
  • Contribute to case acceptance and office productivity
  • Manage outreach to patients
  • Manage the reception area
  • Open & close the front office

And more!

Additional duties such as scheduling patients, collecting payments, insurance, etc, are covered in their respective positional learning paths (Scheduling Coordinator, Financial Coordinator, etc). If your Receptionist does these function, they should also to the appropriate sections of the other learning paths. 

Watch a free preview lesson: