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Home > Curriculum > PMI Basics: Medical Office Receptionist Skills

PMI Basics: Medical Office Receptionist Skills

Improve patient communication, data collection, and compliance.

A well-trained front office employee gathers accurate information, makes appropriate scheduling decisions, is aware of the importance of patient satisfaction, and secures the privacy and security of sensitive patient information.

Accurate data collection in initial encounters correlates to improved reimbursement.

Employee professionalism, attitude, awareness, and accountability can make or break how well your office is perceived by patients and their families.

Careful frontline communication impacts the office flow and the overall patient experience.

This information-packed session will address the scope of operations in the medical front office. Participants will return to the office armed with problem-solving skills, heightened awareness of privacy and security compliance and better overall management of the front desk.

Class Highlights

  • Personal skill-assessment inventory review
  • Effective patient education of practice policies
  • Patient confidentiality and HIPAA compliance
  • Listening and time management skills
  • How stress affects your voice and demeanor
  • Make your voice and personality your best asset
  • Turn routine patient relations into outstanding customer service
  • Conflict resolution tactics that really work
  • Overview of the billing and collections process
  • Schedule appointments more efficiently
  • How to handle no-shows, short-notice appointments, walk-ins, and excessive wait time
  • Medical ethics and medical etiquette
  • Good patient relations - the best marketing in town
  • Collecting co-pays at the time of service
  • Introduction to charting and the medical record

Who Should Attend

This class is appropriate for anyone responsible for patient communication, data collection, and scheduling. Beginners and seasoned staff will return to the office with practical tips and new ideas for improving performance.


This class is appropriate for anyone working in a front office role in a healthcare facility.

What to Bring

A course manual will be provided. No additional reference books are needed for this training session.

Program Schedule

There are no live classes available at this time. See below for more options.

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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