The Art of Front Desking

February 2 2022 Holly Jensen
The Art of Front Desking
February 2 2022 Holly Jensen

There is so much more to being a chiropractic assistant than just sitting behind the front desk to greet patients and schedule appointments. I saw a coffee mug while I was doing some online shopping that pretty much summed up what we do. It listed the definition of a CA as this:

chiropractic assistant

kai-roh-prak-tik a-sis-tant

noun

1. Someone who solves problems you never knew existed in ways that will blow your mind;

2. See also wizard; badass; legend.

Another way to think of it is to picture a duck floating in the water. From the top, it is calm, and everything is smooth above the surface. Below the surface, that duck's legs are kicking like crazy to keep it moving; from the outside, you would never know. Being a CA is a lot like that.

Being a CA doesn't come easy. It requires a lot of skill and personality to effectively and efficiently master front-desk operations. Doing all of that while making it look easy and remaining cool, calm, and collected on the outside are pretty much ninja skills.

So how do you create these skills? You have to set yourself up for success. With over two decades of running a successful office and training hundreds of CAs, I've come up with a list of the top things that you can do to turn your role at the front desk into a rewarding career that you're proud of pursuing.

One of the main stressors of running a busy office is feeling as if there is never enough time in the day. The first items I'm going to discuss focus on freeing up time by identifying areas where you can be more efficient. The number one area I see where offices can free up the most time is handling money. Did you know that by adopting a frictionless payment system in your office, you can save up to 40 working hours per month? Yep, that's right! Imagine every single time a patient has to stop at the front desk and open their wallet to make a payment, pull out their card, hand it to you, you process the payment, they sign the receipt, make small talk, they leave, and you post the payment. Repeat this process. You get the idea.

In this world of automation, so many resources are available to cover this time-consuming task for you. Use a compliant system that creates a frictionless payment model in your office and securely stores the patient's billing information on file to automate payments. Not only will it free up your time, but patients love the convenience as well.

I also recommend automating patient education and marketing by assigning email campaigns. Don't get me wrong, emails are not replacing in-person patient education. This is simply another way to stay in contact with patients when they're not in the office. We use email campaigns that are educational about their chiropractic journey that nurtures them once a week or once a month, depending on their treatment plan. It's so easy to assign it to the patient at the start of care, and it automatically goes to them throughout the course of care. We also send out birthday emails, marketing emails, and so much more. Easy peasy and saves so much valuable time.

Onthat topic, I wanttotalk briefly about the power of small personal touches. I'm all about automation, but sometimes a handwritten note goes a long way. You know how it is. As CAs, we become part of our patients' lives, so we know about patient Jill's job promotion, the Smith's new home purchase, the birth of Mike's first grandchild, Amy's college graduation, etc. Situations like those are when I like to take extra time to send a handwritten card signed by everyone in the office. Because I have created efficiency in other areas, I get to spend time paying attention to these feel-good moments.

Make sure that your schedule allows you time to train and work on the business. I can't tell you how many times I talk to an office staff that can never get anything done because they have adjusting hours all day long, and patients can schedule any time. How can you expect to ever train or do anything else if you don't schedule time for it?

The best way to set up your schedule for success is to have morning and afternoon/evening adjusting hours.

I recommend cluster-booking adjustments within those blocks of time. Then, have special times set aside for new patients or report of findings appointments.

When it comes to the art of front-desking, you must focus on creating the perfect atmosphere for delivering five-star customer service. It may seem like a no-brainer that there needs to be a high level of customer service, but you would be shocked at how often it is overlooked.

Often, the little things are the big things that matter to most patients. Every time the phone rings, it must be answered in a cheerful and professional manner with a friendly greeting. "Thank you for calling the Chiropractic Wellness Center. This is Holly, how may I help you?" does a lot more than simply "Doctor's office." You want to create a warm and fuzzy feeling over the phone that sets you apart from the rest. Plus, most people don't like talking on the phone anymore. They'd rather email, text, or chat, so if they actually picked up the phone to call your office, you need to wow them so they feel like they know they made the right choice.

While you're in the office, you want to be cognizant of your demeanor at all times. We all have bad days;

I get it. However, never let that show while working, and most definitely never let it affect your patients' experience in the office. You're the first and last person the patient sees. Create a culture among your team that is happy. Happy staff = a happy environment and vice versa. In our office, we are very strict about a "no gossip" policy, and we train constantly on emotional intelligence, teamwork, and problem solving. We work incredibly hard so that there is never any tension among the team or office politics that the patients may pick up on.

This brings us right back to where we started with the need for efficient systems and automated processes. These things help the team be happy and prevent mistakes in the long run that save time and money. That means the team won't have to "fake it till they make it" with the positive attitude. They will actually already have it.

Finally, my last bit of advice on the art of front-desking and being a chiropractic assistant is to also be a chiropractic patient. Walk through the same journey that the patient takes in your office. It will help you understand what goes on in your office and pick up on areas that can be improved for your new patient and report of findings process. You will be able to empathize better and know exactly how it feels to have your X-rays read to you or be walked through your first adjustment. It is crucial.

In addition, I'm a big proponent of walking the walk and talkingthe talk. How do you expect your patients to keep up on their care if you don't get adjusted? Not to mention, you will be able to reap the amazing benefits of chiropractic, and we know that becomes evident in everyday life. You will have fewer sick days, more energy, and think clearer. Besides, how do you plan to create a work of art at the front desk without your power being turned on?

With nearly two decades of experience serving as both a Chiropractic Assistant for Dr. Miles Bodzin and Chief Operations Officer at Cash Practice Systems, Holly brings her expertise and knowledge to DC's & CA's all over the country. Holly Jensen is not only a motivational speaker and master CA trainer, but also a leadership expert who delivers high-energy presentations that help chiropractic practices thrive. In addition to being a regularly published author, she has been awarded as one of San Diego Business Journal's Women Who Mean Business. For more information, visit www.CashPractice.com. Holly may be contacted at 877-343-8950 or [email protected]