Working at the front office of a Dental Practice, is such a great example of multitasking.

There are so many parts of what you do every day, including:


  • Answering Phone Calls
  • Follow Up Calls
  • Patient Arrivals
  • Patient Departures
  • Processing Payments
  • Treatment Discussions
  • Appointment Scheduling
  • Managing Payments
  • Health Insurance Claims
  • Listening and reassuring patients
  • Team Organisation
  • Ordering equipment and supplies
  • Other tasks

And I am sure I have left a few out.

It would be a lovely thought if each of these daily activities happened one by one, but the reality is, many of these daily activities happen all at once.


So how do you stay on task to ensure that each of these activities are

completed well?


That is always a challenge.

Having a checklist to follow to ensure nothing is left out is a great strategy. I know it has helped me over the years and the teams I work with.


So what sort of checklist do you need to successfully and effectively answer

the phones?


There is so much to remember on each of the calls and each call is so different.

The best way to answer calls well in your practice is to have a brilliant checklist to follow.

You want to have a written bullet point checklist that is easy to read, can be kept next to the phone at all times, ready for your team to follow and not miss anything.

I know many teams believe that they have it all together and know what they are doing, especially if they have been doing this job for many years.

But I know even after answering phones in a dental practice for over 20 years, you can get it wrong.

You can become distracted and lose your focus.

A good checklist keeps you focused and on target for what you need to say and ask callers.

You avoid forgetting something or leaving an important part of your conversation to the end of the call which can be too late and often leads to NO APPOINTMENT being made.


The 8 Steps to The New Patient Call Checklist:


This Checklist is the same checklist I used myself in my own practice, which enabled me to convert more calls to kept appointments.

This checklist is easy to follow and easy to action.

This checklist ensures you don’t miss out on anything and creates the very best first impression of your practice.

One of the most important parts and most overlooked parts of the New Patient Call is how we end the call once we have scheduled the appointment.

This is when you need a checklist to make sure everything is covered on the call.

The end of the call, is the when you reinforce the caller’s commitment to their appointment to ensure they show up for their appointment, especially if they are a New Patient to your practice.

Checklists are gold and I would love to see more Dental Offices using them to ensure nothing is missed on the calls and more appointments are made and kept.

If you would like The 8 Steps To The New Patient Call Checklist email with your full name and contact details and the CODE: 8STEPS



I LISTENED TO YOU and finally my Master Class is here ONLINE just for YOU!

Your team do not need a day off work to attend this Master Class. YOUR TEAM can complete the Dental Phone Excellence Master Class right there in your practice at their own pace. The BEST part of my Master Class is that you have it FOREVER once you purchase the Master Class.

It’s time to say GOODBYE to New Patients calling your office and NO APPOINTMENT ever being made, people calling your office about the price and never making an appointment and your patients continually calling to cancel their appointment!

There are 7 Learning Modules in this Master Class

•         Module 1: How to Effectively Communicate with Your Patients

•         Module 2: The 8 Steps to the New Patient Call

•         Module 3: How to Answer the Questions Callers Ask

•         Module 4: Correct and Easy Appointment Scheduling

•         Module 5: How to Prevent and Handle Cancellations

•         Module 6: How to Follow Up Your Patients

•         Module 7: Giving the Very Best Patient Experience

There are a total of 42 Learning Videos and over 60 Worksheets, Checklists, Templates, Scripts and Flowcharts to help support your team’s learning.

This program has been designed to teach dental teams how to communicate more effectively with their patients and get better results.

This Master Class is easy to understand, easy to work through and you can go through the program at your own pace.

This is the Master Class that guarantees your success when you start using the strategies and skills we go through together.

To secure you LIFETIME access to my Master Class click the link below. It is that fast and easy to get!

I look forward to seeing you all get the RESULTS you deserve and MORE!


Call Tracking Excellence

With Call Tracking Excellence your team will learn the SAME exact processes Jayne used to:  

1. Dramatically improve new patient call-in conversions to booked appointments..

2. Retain existing patient appointments and

3. Prevent ongoing losses from appointment cancellations.


Click this link to find out how to get started. It’s that easy!


If you want to know about the Dental Phone Excellence System I developed over many years working in my own Dental Practice and the same System I now share with many Dental Teams, then give me a call or send me a quick email.

The teams I have worked with all say how much easier it is using the Dental Phone Excellence System, when they answer calls and how many more kept appointments they make and confirm for their patients.

1300 378 044 or


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