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dental3208
Canine III

Regading your front office staff - what have you found or currently find that is the best way to delegate tasks to front office team members? There will be two of us, one newer, and are trying to capitalize on what we are delegating to each.

For instance - one has social media, internet presence, etc responsibilities & will most likely take on updating insurance payments and posting payments within the bluebook to start

The other does the insurance payments, answers phones, schedules appts, checks patients out, checks on eligibility

We are trying to get a feel for what options we may have from others past experiences to try and make the front run as smooth as we can.

Thanks in advance!!! 

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ninaclaydental
Canine III

Re: Regading your front office staff - what have you found or currently find that is the best way to delegate tasks to front office team members? There will be two of us, one newer, and are trying to capitalize on what we are delegating to each.

This is an ongoing conversation in our office. We find certain tasks that seem easier become much more complicated when they are followed with patient interruptions. Checking insurance info can get tricky on a busy day when ins companies keep you on hold and phone is ringing, pts checking out, etc. 

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dental3208
Canine III

Re: Regading your front office staff - what have you found or currently find that is the best way to delegate tasks to front office team members? There will be two of us, one newer, and are trying to capitalize on what we are delegating to each. 

Yes, its definitely complicated! We are trying to figure out who can do what the most effectively and lessen the burden on our receptionist. Its a work in progress for sure! 

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