New Patient Experience
Design a welcoming, efficient intake journey that builds trust from the first call
Course Description & Objectives
A practice-management intensive focused on every touchpoint before, during, and after a patient’s first visit. Learn how leading orthodontic and general dental offices reduce friction in scheduling, set clear expectations, and deliver a coordinated experience that increases show rates and referral confidence.
From phone scripting and online booking workflows to the clinical welcome, records appointment, and same-day next steps, this program maps the complete new-patient pathway used in high-performing Canadian practices.
Key Curriculum Highlights
- Downloadable phone scripts, confirmation templates, and intake checklists
- Role clarity between reception, clinical assistants, and treatment coordinators
- Strategies to shorten time-to-first-appointment while maintaining thorough records
- Patient experience mapping exercise tailored to your office layout and software
Detailed Syllabus & Sessions
First Contact & Pre-Visit Expectations
- Telephone discovery questions that qualify clinical fit without sounding scripted
- Insurance and fee transparency language that reduces day-of surprises
- Digital intake forms, medical history, and consent packets aligned with RCDSO documentation standards
- Confirmation texts, reminder cadence, and no-show recovery sequences
Chairside Welcome, Handoffs & Follow-Through
- Lobby-to-operatory transitions and team introductions that reinforce clinical authority
- Photography, scanning, and records capture without overwhelming anxious patients
- Same-day treatment coordinator handoff and scheduling the diagnostic review
- 48-hour follow-up emails, review requests, and internal KPI tracking for new-patient conversion
Dr. Ramesh Agrawal
BDS, MDS, NDEB Certified
Registered general dentist with RCDSO offering case-based clinical orthodontic guidance and evidence-informed decision-making.