Front Desk Survival Guide

Dental Front Desk Survival Guide by Phoenix Marie Clear scripts. Consistent routines. A more organized front desk that turns calls into appointments.

Help your dental team handle everyday conversations and responsibilities with confidence. This updated 20-page printable guide combines practical phone protocols, conversation examples, daily checklists, and training worksheets in one resource.

Created by Phoenix Marie, drawing on more than 20 years of dental administration and operations experience, this guide supports both new team members and experienced front desk staff.

Inside you’ll find:

• Phone greetings and a repeatable call structure

• New patient intake and appointment note templates

• Checkup and cleaning scheduling scripts

• New and existing patient urgent-call handoffs

• Cancellation and rescheduling conversations

• Pricing and insurance communication examples

• Opening and closing checklists

• A seven-minute daily huddle worksheet

• Scheduling guardrails and clear handoff tools

• A five-day onboarding plan and script coaching checklist

• A weekly front desk improvement worksheet

Customize the practice names, fees, scheduling rules, and approved policies to fit your office. Use the scripts for team role-play and print the worksheets for daily administrative use.

Digital download • 20-page PDF • US Letter size

No physical product will be shipped. Worksheets are printable, not interactive fillable forms. Purchase includes internal use by one dental practice location; resale and redistribution are not permitted.

An administrative training resource. Practice leadership should review and approve scripts and workflows before use.