Behavior Drivers
Setting Expectations
Insurance Flow
Protocol And Procedures
Quality
Assurance
100

Are there any additional family members in need of an appointment today?

What is Asking for additionals on all calls.

100

I will schedule you for an exam by the dentist. They will establish your plan of care and then the office will schedule any treatment.

What is Adult Establish Care?

100

Agent Says: Due to the limitations on Medicaid in the state of Colorado, Aspen Dental is not permitted to see Medicaid or Health First patients, we do suggest that you reach out to your insurance company for a list of providers in your area.

What is Colorado Medicaid
100

Agent asks for Two pieces of information OTHER THAN the first and last name

What is HIPAA Verification

100

Confirm Office, Reason for Visit, Insurance and Referral

What is Probing?

200

Agent says “What I will do is…” or “Let’s go ahead and…”

What is Be Assertive?

200

I will schedule your child for an exam by the dentist, a cleaning by the hygienist and then the office will schedule any treatment.

What is CHILD—ESTABLISH CARE

200

Agent says:“I understand your concern. Let's go ahead and get your first visit scheduled and then you can verify coverage with your insurance plan. If you choose to reschedule or cancel, just call us back and press option 2.”

What is ALL other insurance Under 21
200

Agent schedules patient and let the patient know if they can get a release from their OB/GYN prior to the visit, that would be helpful (the release is not mandatory) 

What is Pregnant Patients

200

Confirms spelling/details verify HIPAA

What is collect/Repeat/Verify Account Information?

300

Agent offers to hold the appointment at least 2-3 times on every call, Checks surrounding locations calls Assist for help with scripting to overcome any challenge.

What is Exhaust all options on every call

300

I will schedule you for an exam by the dentist. They will let you know how they can help with your (concern) and then the office will schedule any treatment.

What is ADULT—BROKEN TOOTH / PAIN / SWELLING / BLEEDING 

300

Agent says: 
Great! I can get you in as soon as (DATE & TIME). The office will do everything they can to work with you so you can get the care you need. May I ask you a few questions to setup your account and get you scheduled?”Continue

What is No Insurance Under 21
300

We can give this to all priority patients which is all pain/bleeding/swelling/compromised tooth and ALL denture/implant calls, regardless of when they are scheduled for an appointment

What is Walk-In Scripting

300

Set your patient up for success when scheduling appointment

What is Setting Expectations

400

Agent says “I understand you’d like the price of dentures, Mr. Smith. While I’m pulling up that information, would you be looking to come into my DeWitt, NY office? Do you have any natural teeth? "

What is Acknowledges and Redirect?

400

I will schedule you for an exam by the dentist. After the examination, the dentist will be able to answer your questions and discuss next steps.  

What is ADULT—IMPLANTS (NEW PATIENT)–18 Years or older 

400

Agent says: I understand your concern. I will schedule your first visit and then you can verify coverage with your insurance plan.  If  you  choose  to  reschedule  or  cancel,  just  call  us back and press option 2.” 

What is All Other Insurance Over 21

400

The patient was seen in the office within the last 5 (business) days and is experiencing an emergency

What is Emergency Hotline Proceedure

400

Does not create duplicate accounts or hold appointments patients did not agree to

What is be accurate?
500

Agent says "Other offices that take Medicaid are usually booked up and I get can you in as soon as December 14th at 10 am. May I get your cell phone number, please?"

Whar is Offer the value of coming to Aspen Dental

500

A licensed and qualified provider will assess your dental care needs at your initial appointment.  From there, your dental care team will work with you to create your treatment plan.

What is ORAL CARE CENTER—NEW PATIENT VISIT 

500

Agent says: “Great! Mr./Mrs.... Aspen Dental accepts most Medicare Advantage Plans. The office will verify coverage on your first visit. If they don't accept your plan your first visit, exam and x-ray will be free. At Aspen Dental the office will do anything to make your care affordable. Let’s go ahead and get you scheduled for your first visit.”

What is Medicare

500
  • Note advising that the patient is a new patient
  • Notes advising that patient is looking for same day treatment (cleaning, filling, extraction, etc)
  • Notes advising that "expectations were set" or "patient is aware of first visit expectations"
  • Abbreviated words (besides NP Coupon)

What is Items that do not belong in Check In Notes

500

Complete date and time

* Complete address, including street number / name, city, AND state (zip not

required)

* Bring photo ID insurance card (if applicable)

* Arrive early (15 minutes)

* Look for an email/text confirmation (as

* Are there any special accommodations?

What is giving a full summary?

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