Product Profile: Scheduling Institute

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Orthotown Magazine 

A new patient generation solution


New patients are the lifeblood of any orthodontic practice, and a steady monthly increase is one of three critical components to growing business. With 98% of patients calling before scheduling an appointment, it’s imperative to ensure that the orthodontist’s team knows how to turn those calls into new patients.

The gold standard

After 25 years of helping doctors and their teams realize their true potential, Scheduling Institute’s virtual 5-Star Telephone Training Program remains the gold standard in an industry that wouldn’t exist without it. The new and improved virtual program includes live and interactive trainings online, allowing the team training to be completed anywhere. Once 5-Star certified, team members can turn inbound phone calls into scheduled appointments. On average, members see an increase of 26% in new patients in the first 90 days.

Virtual 5-Star Telephone Training Program

Once enrolled, team members have access to a seven-part certification series designed to increase new patients. These live and interactive courses teach the team how to seamlessly handle insurance questions, master conversion strategies, discover the five most important parts of every call and more. Supporting training workbooks and tools are also provided in modules for each enrolled team member to use and reference through this self-guided training. This training will increase new patients and collections, and create a 5-Star patient experience.

Certification and accountability

“Training without accountability is just entertainment.” — Jay Geier
Not only do front desk team members learn how to increase new patients, but as a part of the Gold Membership they are held accountable monthly through mystery calls. These reviewed calls will coach them through additional improvements to reach and maintain certification.

Tracking tools

Gold Members have access to a personalized membership website to track new patients, collections and more. These tools make keeping up with data easy, so the doctor always knows how the team is performing.

Gold Membership for the doctor

Gold Membership clients have grown their practices by tens of thousands of new patients over the past 25 years. This membership not only guarantees a risk-free increase in new patients without adding any marketing, but it also uncovers the untapped potential in the practice’s front desk team. Through virtual coaching lessons from Jay Geier, the industry’s leading expert on practice growth, the membership teaches the doctor an entirely new model of practice.

For more information and a free practice analysis, visit schedulinginstitute.com/virtual.


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Sally Gross, Member Services Specialist
Phone: +1-480-445-9710
Email: sally@farranmedia.com
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