Customer Service
Recare
TX Plan Presentation
AR
Misc. Dental
100

How do you greet your patient?

What is Use their name?

100

what color is your recare binder?

What is blue?

100

Before you start treatment every patient must have this?

What is a signed treatment plan? 

100

Before every patients visit you should be checking what?

What is their eligibility?

100

What are the values of our company?

What is Altruism, Teamwork and Excellence?

200

Finish this sentence, Come from the point of .......

What is yes?

What does Come from the point of yes mean? Give an example.

200

What is something you look at everyday that can tell you how you are doing with recare?

What is the schedule?

200

Give an example of 2 financial payment options?

What is care credit, in-house (1/3,1/3,1/3), D1 discount plan and referral credits?

200

What do you work on in the first half of the month?

What is outstanding claims?

200

What are the 3 time periods you should be reviewing in huddle? 

What is yesterday, today and tomorrow? 

300

Name at least 3 ways you can measure customer service?

What is reviews, referrals, compliments, scheduling next visit and social media involvement?

300

When is the best time to call patients for recare? 

What is late afternoon/evening?

300

what are the two types of treatment plan presentation?

What is clinical and financial? 

300

What do you work on the second half of the month? 

What is patient aging?

300

What are the first 3 steps of the patient experience? 

What is patient phone call, patient confirmation and morning huddle? 

400

If you notice a patient waiting in reception for longer than 15 minutes, what do you do? 

What is check in with the clinical team, see how you can help? Speak with the patient and give them and update, make them comfortable. 

400

What lists are in the recare binder?

What is quick call list, missed, canceled, outstanding treatment and recare calendar?

400

Name two things you have to have to do a proper financial treatment plan? 

What is Insurance Information, proper codes, a good 2 on 1 transfer and priority/phases?

400

What is our goal for % of collections? 

What is 98.5%?

400

What are the 3 WHY's we focus on at D1?

What is the D1 WHY, the team members WHY and the patients WHY?

500

You are checking out a patient and the phone rings:

1) What do you do?  2) Give an example of your verbiage?

What is ask the patient in front of you if they are ok with you answering the phone? 

Answer the phone with your standard greeting..

Thank you for calling DecisionOne Dental, this is Cheryl speaking how may I help you? 


500

What does recare effectiveness on the trend measure?

What is adult prophies, child prophies, perio maintenance and new patients comparing from 6 months ago to the current month?  

Bonus: what is the goal %?

500

What are the 5 obstacles for patients in response to a financial treatment plan presentation?

What is fear, time, money, trust and urgency? 

500

When putting insurance checks what is the best practice once the claim is closed and the patient has a remaining balance? 

What is send a statement? 

500

What formula is listed on the D1 diagram?

What is P + S= EPB

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