Team Knowledge
10 Commandments
Phone Calls
Day 1
Day 2
100

What is Dr. Cepeda's top love language?

Acts of service

100
Not all calls are created _________.

equal

100
What are the 6 steps to a new practice member leaky bucket script?

concierge call

concierge text message

7 minute late phone call

text message evening of appt (if no show)

new patient no show recall

last text (with image)

100
How many goals do we want to strive to create with the patient?

5 "Strive for 5"

100
What do we need to do in the assessment room BEFORE the practice member comes in?

make sure room is clean

pull up x-rays and minimize them

200

What is Dr. Landrus' top love language

Acts of Service/Words of affirmation

200

Use __________ communication when possible

nonverbal

200

what sheet do we grab when we are on the phone with a potential new practice member?

the blue laminated new practice member sheet

200

How do you respond when a patient tells you they've tried non-traditional things outside of the medical realm as treatment?

"Great! I am glad you're willing to try non-traditional approaches."

200

What things do we need to put on a clipboard for an orientation appointment?

doctor consult form

insurance verification

spouse/parents names on a sticky note

transparency

blank sheet of paper

sticky note care plan numbers and visits

300

Who on the team has acts of service as their top love language? (excluding the docs)

Loretta and Lindsay
300

____________ everything possible

Personalize

300

How many minutes after a new practice member appointment do we call if they have not showed up yet?

7 minutes (less than 10)

300
What 3 parts of the consultation form include negative acknowledgment?

the past # of days you've dealt with this.

past treatment options (& that was for THIS problem)

Ask about medications

300

what are the forms we need a practice member to sign on a day 2 appointment?

care plan

office policies

terms of acceptance

receipts (1st payment and recurring set up)

400

Who on the team has words of affirmation as their top love language? (excluding the docs)

Katrina and Tracy

400

____________ always come first, paperwork last

People

400

How many times do you connect with a current practice member before you do a sit and stay?

3

400

Where in the consult do we copycat?

in past history:

anything potentially caused the issue

auto accidents, sports injuries, or trauma in the past

describe a typical day at work

400
What days/times do we not schedule orientation appointments

Monday mornings

Thursday evenings

500

Who has the been out of the country the most?

Lindsay

500

Front desk should never be ___________.

abandoned

500

True or False: We do a call and a text message to give a new practice member a courtesy reminder of their scheduled appointment the day before they come in.

TRUE

500

What are the top mistakes that are made on day 1?

doctors giving office tours

doctors upselling x-rays

adjusting on the first visit

not protecting the docs energy

500

What 3 forms should be put in the filing cabinet at the front desk?

Doctor consultation form

transparency

re-evaluation forms

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