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Home > Curriculum > How to be the Best Medical Receptionist

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. 

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. 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. 

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. Companion digital course materials provide an ongoing resource beyond the classroom.

Program Schedule

LocationDate / TimeRegister
EDINBURG 3/10/20269:00 AM-12:00 PM
TYLER 3/18/20269:00 AM-12:00 PM
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Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 3 PMI CEUs for attendance at this program. Practice Management Institute grants CEUs for its certified professionals based on total number of instructional hours (1 CEU per hour of classroom instruction). CEUs may be applied to annual recertification requirements, as directed in the certification renewal requirements for your credential(s).

If you are seeking CEU credits for other certifications or organizations, please contact your organization for pre-approval and credit guidelines. A certificate of attendance will be provided.


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