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Dental Front Desk

Training Curriculum

AVAILABLE FOR DONE DESK MEMBERS APRIL 1ST, 2023

Train new Dental Front Desk employees with this 70-section, full-scale training course that teaches essential skills and knowledge required to perform various administrative tasks as a dental front desk professional — including appointment scheduling, patient communication, insurance verification, billing and collections, and record-keeping.

Section 1:

Dental Basics + Definitions

Section 2:

Business Processes & Patient Interactions

Section 3:

Procedures & Paperwork

Section 4:

HIPAA Compliance

Section 5:

Insurance & Billing Practices

Section 6: Housekeeping & Emergencies

dental front desk Insurance knowledge

Section 1

Dental Basics + Definitions

Section 2

Business Processes & Patient Interactions

Section 3

Procedures & Paperwork

Section 4

HIPAA Compliance

Section 5

Insurance & Billing Practices

Section 6

Housekeeping & Emergencies

This dental front office training course is designed to provide comprehensive training to individuals seeking to work as dental front desk professionals. The course will cover essential skills and knowledge required to perform various administrative tasks at a dental office, including appointment scheduling, patient communication, insurance verification, billing and collections, record-keeping, and more dental receptionist training topics.


Beginning with an overview of the dental industry, including an introduction to dental terminology and basic dental procedures — the course continues to cover managing patient records, maintaining accurate patient information in electronic health records (EHR) systems, understanding how to handle patient inquiries, scheduling appointments, and using appointment scheduling software.


In addition, students will learn how to verify dental insurance eligibility, process insurance claims, and manage billing and collections.

The course will also cover communication skills such as active listening, effective speaking, and handling difficult patient situations.

Students will also learn about the basics of HIPAA regulations and how to ensure the confidentiality and security of patient information.

dental front desk Customer service skills
dental Front desk operations
dental front desk Professional development

Course Prerequisites

There are no formal prerequisites for this course. However, basic computer skills are recommended.

Students should also have a high school diploma or equivalent.

A Training Program For The Dental Front Desk Brought To You By Done Desk

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and 6,500+ more!

Demo today and experience the power of Done Desk for yourself!

Our best-in-class, intuitive interface and powerful features make it easy to assign training, track progress, and collaborate seamlessly with your team.

Whether you’re managing a small team or a large enterprise, Done Desk is the perfect solution for streamlining your Dental Practice Management. Join today for as low as $99/month!

Month-To-Month Pricing Available – No Obligations Attached!

Hear it from a real user — Dr. Nguyen, DDS

More Resources

Dental Front Desk Professional Email Correspondence - 6 Tips For Training Dental Front Desk Employees
Greeting Patients at the Dental Front Desk
Top 10 Essential Duties of The Dental Front Desk
dental front desk training checklist

2023 Dental Front Desk Training Checklist: Dental Practice Management 101

Similar To: dental front desk training

Hiring and building a great team is so important to the overall success of your practice — and an efficient front desk is a key to a productive practice. Your busy dental practice can create an exciting front office environment for your receptionists to help manage.


Your front office team has to do a huge range of tasks, with a lot of interruptions, throughout their day. Creating a dependable task flow helps your front office team focus on their most significant tasks, even with interruptions. Your dental receptionist is responsible for making sure that the operations of your dental office run smoothly so that you and your dental team can concentrate on patient care and dental treatment.

How to Know When Your Front Desk Staff Needs Improvement


Making a positive first impression is a powerful part of the front desk staff’s job in your dental practice. They’re the face of your practice! Proper front desk etiquette is very important, yet many skip formal training for their folks working upfront. Your dental office manager is the first person that comes in contact with the patient — so it’s pretty important that they are organized. Your dental practice’s success depends on having the highest possible level of organization for your office managers. If you are worried your front desk staff is falling short on their front desk manners, here are four questions to ask yourself.


  1. Is your front desk staff well trained?
  2. Does your front desk staff have strong interpersonal skills?
  3. Does your front desk staff exhibit proper phone etiquette?
  4. Is your practice a great place to work?


If you can honestly answer “yes” to the four questions below, you most likely have a good team. If you are not sure of your answers or if any of your answers are no, there’s room for improvement.

How Do I Train My Dental Front Of The Office?


Dental front desk training checklists are valuable for a couple of reasons. They can be practical when training new front office team members. It’s also helpful if another team member is filling in. The checklist gives the new team members a place to start.


To meet your front desk team’s goals, here’s what the Front Desk Coordinator should be trained to accomplish in the first few minutes with a new patient:


Project energy and enthusiasm. Even on the worst of days at the office, they must rise above any negative feelings to create a strong positive impression of your practice. Language like “We love seeing new patients!” or “I can’t wait to meet you!” sends the right message.


Gather information, including interesting personal facts. In addition to the usual patient information, your coordinator should draw out some personal details. These will be documented so you and other staff members can use them to help build a strong practice-patient relationship.


Find out how callers heard about your practice. For the sake of your marketing, you need to know what strategies are working for your practice. If your new patients have been referred by current patients, asking “Who can we thank for recommending us?” sends the message that you really appreciate your patients, both established and new.


Build value for you, the team, and the practice.

Praise for A) You. Such as, “Did you know Dr. Smith is board-certified?”,

B) Your staff. Like, “We treat our patients like family!”

C) Your office. Something like, “We have an amazing new imaging system!”

These can all be interspersed throughout the conversation between your front desk and new patients.


Schedule the first appointment within seven days. By the end of the conversation, all callers should be scheduled to come in soon for their first visit before the positive first impression your front desk coordinator creates can fade.

Dental Office Manager Documents & Resources: your dental front desk training checklist


Take the guesswork out of running your practice. Done Desk provides expert resources and training to help you establish, and maintain your COVID-19 compliance disciplines. CDC guidelines, OSHA, HIPAA, infection control, and employee awareness are all at the forefront of practice ownership. We help you train your people, keep them trained, and organize your training records.


Want a printable checklist to get your front office team on the same page and motivated?

Drop your details below to download Done Desk’s 2022 Dental Front Desk Training Checklist designed to help Office Managers run a busy dental practice and manage their staff.

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