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Online Training Center

How to Be the Best Medical Receptionist


Front office staff are an integral part of the healthcare team, serving as gatekeepers who prioritize tasks and maximize efficiencies to ease the burden for patients and clinical staff. Healthcare practices depend on these team members to schedule appointments, accurately enter demographic information, check in patients, collect copays and deductibles, send reminders, and resolve conflicts when they arise. Effective front desk personnel exhibit professionalism and demonstrate strong people skills. They are a major influence on patients' impression of the medical practice - telephone etiquette and professional aptitude are a must. These team members serve on the front line and are the key to communication between patients and the back office and/or clinical staff.

Don't miss the chance to explore opportunities for improving processes in your front office.

Engaged and motivated front desk team members are a cornerstone of your practice's success. Does your “first impressions” team go above and beyond to optimize the patient experience? A welcoming and attentive receptionist can turn a challenging time for your patients and their families into a caring, positive experience. Slight changes in the way your front office team connects with new, established, and prospective patients can have dramatic results.

Participants in this course will review difficult patient communication scenarios, address practice workflow challenges, understand the provider reimbursement cycle, and gain skills to improve collection efforts and enhance teambuilding.

Learning Objectives:

  • Maintaining a professional appearance and attitude
  • Communicating information with tact and discretion
  • Enhancing patient satisfaction and engagement
  • Educating patients on practice policies
  • Effective scheduling and insurance verification
  • Gathering patient data and securing PHI
  • Protecting patient confidentiality and preventing cyber-attacks
  • Improving accuracy, organization, efficiency, and productivity
  • Review scripts for confidently requesting payment of patient responsibility

Adopt proven strategies that will lead to more informed and satisfied patients, a smoother workflow, and a healthier revenue cycle.

Full Schedule


Program times are Central unless otherwise noted.

Session Date Time Instructor
1 February 05, 2026 11:00 am - 2:00 pm Audrey Coaxum

Fee: $239.00


CEUs:

  • PMI — 3

This foundational course covers the complete scope of operations in the medical front office. The instructor will accentuate the quality of care on the front line as an important benchmark of the practice performance and highlight the responsibility of protecting patient confidentiality and securing protected health information.

Target Audience

This program will benefit anyone seeking a position or currently employed in a front office role in a healthcare practice. This is a beginner-level course. New employees and their supervisors are encouraged to attend. Content is an excellent refresher for more experienced team members.

PMI's Virtual Classroom experience allows for optimal interaction. Get your questions answered by the instructor in real time and build a network with your peers.

Registration includes live instructor-led online class instruction plus companion digital materials. A meeting link will be provided by email a few days prior to the event.