Dentistry · free · about 4 minutes

Get the New Patient Booked on the First Call: The 8-Check Front-Desk Scorecard for Dental Practices Nationwide

The new patient called at 4:50, got voicemail, and booked with the practice that answered on the second ring. That call was years of exams for one household, and it does not come back. It happens at the front desk that is also seating patients and running the schedule.

The Dental Front-Desk Booking Scorecard is a free, self-scoring checklist of eight checks for dental practices nationwide, run remotely across the United States by Rodgers Intelligence Group, based in Denver, Colorado. Mike Rodgers wrote the checks and answers every question himself. Each check is a written rule: it says what in place looks like and gives a stated fix when the check fails.

Your answers never leave this page. The scorecard runs in your browser. Nothing is stored, nothing is sent, and there is no email field. Demonstration, not a client result.

Print this scorecard or copy your summary to share it with your team.

The 8-check scorecard

Answer each check. Your result updates as you go. If a check is missing or partial, its fix appears underneath. The result is a finished document you keep: a score, a verdict and a fix list, and the eight checks on this page are the written rulebook behind it.

1. Check 1

   Every call is answered live or returned within the hour

   In place Missed calls are logged and called back the same day, not discovered at month-end in the phone report.

   In place Partial Missing
2. Check 2

   Web forms land in the same queue as calls

   In place A website form reaches the same front-desk eyes as a ringing phone, within minutes.

   In place Partial Missing
3. Check 3

   The insurance question does not stall the booking

   In place Staff answer the benefits question in one sentence and keep booking, instead of promising a callback that never happens.

   In place Partial Missing
4. Check 4

   The caller leaves with a date

   In place Every new-patient call ends with one of two offered appointment times on the schedule, not 'we will call you back'.

   In place Partial Missing
5. Check 5

   New-patient paperwork goes out at booking

   In place Forms are sent the moment the appointment is created, so the first visit is not spent filling clipboards.

   In place Partial Missing
6. Check 6

   Confirmation and reminder sequence is set at booking

   In place Confirmation at booking, reminders at 48 and 24 hours, automatically or by a standing list.

   In place Partial Missing
7. Check 7

   A same-day gap list exists and gets worked

   In place Openings from cancellations get offered to a waiting list the same morning.

   In place Partial Missing
8. Check 8

   The first visit is confirmed the day before

   In place A human or a text confirms each new patient the day before, and the no-show rate is measured, not guessed.

   In place Partial Missing

Your result

0 / 8

Answer the eight checks to see your verdict.

0 of 8 answered

Print / save as PDF Copy my summary Email my result to a human Start over

What your score means

• 8 of 8: Your front desk converts. The next gain is capacity: look at hygiene reappointment and recall before buying more new-patient marketing.
• 6-7 of 8: You are paying for marketing that your phone is leaking. Fix the two failing checks; most are settings and scripts.
• 5 or fewer: New-patient marketing will not fix this. Fix checks 1, 3 and 4 first: answer, answer the insurance question, book the date.

What the current process costs

Nobody sends a bill for the current process, which is why it survives. The work lands on the front desk, between the phone and the chair schedule, and the eight fixes above carry their own minutes. Add the minutes for the checks that failed on your scorecard and multiply by what an hour of that time costs you. The answer is your own number for one week of new-patient calls, and you are the only person who can compute it.

Hold that number against the routes on this page. Fixing the checks yourself costs the minutes printed on each fix. The RIG One-Workflow Review is a $3,500 fixed fee, with a written readout within ten business days after required access, and the readout is yours to use with any vendor or internally. Fewer than three failing checks says the fix list is the right route; three or more says the workflow is worth a written look.

Frequently asked questions

What is the Dental Front-Desk Booking Scorecard?

It is a free, self-scoring checklist of eight checks for dental practices nationwide. Each check states what in place looks like and gives a plain-language fix with a minutes estimate when it fails. You finish with a score, a verdict and a fix list.

How long does it take?

About four minutes. You answer each check as in place, partial or missing, and the score and verdict update as you go.

Where do my answers go?

Nowhere. The scorecard runs in your browser: nothing is stored or sent and there is no email field. Your result appears on the page and stays with you.

What happens after the score, and what does the next step cost?

Fixing the checks yourself costs nothing beyond the minutes each fix carries, and the free 12-check Client Intake Test Kit needs no email. If three or more checks fail, the RIG One-Workflow Review is a $3,500 fixed fee with a written readout within ten business days after required access; it is not a retainer, and details are at rodgersintelligence.com/workflow-review.

More questions, answered directly

What does my score mean?

The score counts the checks that are in place. The verdict under it says whether the workflow or the effort is the problem, and the fix list names the failing checks in the order to take them.

Do I have to buy anything to use this scorecard?

No. The scorecard is free and the answers stay in your browser, and the free 12-check Client Intake Test Kit needs no email. The One-Workflow Review is a $3,500 fixed fee, with a written readout within ten business days after required access, for the case where the workflow is the problem rather than the effort.

We have a practice management system. Does the front desk still need this?

The checks are workflow rules rather than software features: who answers, how fast the booking lands, who calls back. The system holds the record; the scorecard checks the habits around it.

Who is behind this scorecard?

Rodgers Intelligence Group, based in Denver, Colorado. Mike Rodgers wrote the eight checks and answers every copied summary sent through rodgersintelligence.com/contact himself. The checks are written rules; nothing on this page is a client outcome.

The next step