Dental Knowledge
This cleaning removes bacteria, tartar, and diseased deposits from the roots of the teeth
What is Scaling Root Planning ? What is Deep Cleaning?
The “G” in G3 that refers to providing clear next steps
What is Guiding
This is what you must advise a pregnant patient coming for their appointment
What is OB-Gyn Clearance?
This third-party financing offers 0% interest for 6–18 months depending on amount
What is Care Credit?
When rescheduling a no show, agents must reschedule from HERE to retain all insurance notes automatically
What is Missed Appointment Tab
This information is advised to a patient with braces prior to their general check up (possibly considering a cleaning).
What is “Informing the patient that the orthodontic wires must be removed prior to their appointment
Services extended on every applicable call
What is Ortho & Family
This must be entered in line 2 of the notes when scheduling a patient who needs translation assistance.
What is “Interpreter Requested”?
This patient plan type must be assigned to the office before scheduling
What is a DMO or HMO plan
In Ascend, this checkbox must be checked if the patient’s appointment is for a Orthodontic.
What is orthodontia patient?
Artificial teeth/tooth attached to nearby teeth to replace missing teeth using pontics.
What is a bridge?
This is the correct approach when a patient asks for the price of a cleaning but refuses to schedule an appointment.
What is “Use the ballpark pricing script and attempt to schedule by explaining the doctor must diagnose the cleaning type first” ?
A patient mentions contacting a lawyer or media
What is Submit through the portal and send email to VOP & CC management distro groups
The correct course of action when a patient has Medi-Cal but does not have their insurance card with them
What is Schedule as cash & request insurance information
What is Advise they can get a temporary card from their County Office
This pop-up shortcut lets you compare standard fees versus discounted plan fees for common treatments.
What is treatment Estimator?
Specialists require this before scheduling (except ortho consults).
What is a referral not older than 6 months?
A patient wants a Friday appointment, but the office is closed Fridays
What is “Offer the next available day, explain office hours and check sister office?
A concern involving the Office Manager (OM) should be handled by
What is Sending an email to VOP & CC management distro group
This feature must be used in MedChat when collecting any PHI/ Insurance information
What is the Secure Chat Link?
This is what you must advise a pregnant patient coming for their appointment
What is OB-GYN clearance?
Inbound PSRs must do this if the market has no TSR supporting a specialty.
What is transfer the call to the office?
When outbound calling a patient in these states (FL,WA,CA,OR,MA...) it's important to let them know this at the beginning of the call
What is "Just so you know the call is being recorded for quality and training purposes"
Phrase you should use to avoid making declarations when documenting Patient concerns
What is "Patient Stated...."
Requirements for SBF financing
What is Valid Picture ID, Valid Checking account
For accessibility needs, this must be done before scheduling or confirming an appointment.
What is sending an encrypted email to the office?