Marketing and Empathy Psychology
Patient Phone Skills That Increase Retention, Reduce Complaints & Protect Revenue

By - Tracy Bird, FACMPE, CPC, CPMA, CEMC, CPC-I

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Transform Every Patient Phone Call Into a Positive Experience

A single negative phone interaction can cost your practice a patient, damage your online reputation, and reduce referrals. Yet for most patients, the phone is still their first point of contact with your organization. Studies continue to show that many patients prefer speaking with healthcare providers by phone when scheduling appointments and resolving concerns.

This practical training provides proven communication techniques, scripts, and service standards that help staff create exceptional patient experiences while protecting compliance and improving operational efficiency.

What You’ll Learn:

  • Build Patient Trust From the First Ring
    • Professional greetings that create confidence
    • Setting the right tone immediately
    • Reducing patient anxiety through communication
  • Handle Difficult Calls Professionally
    • De-escalate frustrated patients
    • Manage complaints without conflict
    • Know when and how to escalate issues
  • Improve Scheduling & Message Accuracy
    • Reduce missed appointments
    • Improve information collection
    • Prevent communication breakdowns
  • Create Better Hold & Callback Experiences
    • Minimize patient frustration
    • Establish callback expectations
    • Ensure critical messages never fall through the cracks
  • Avoid Common Compliance Mistakes
    • HIPAA-safe phone conversations
    • Identity verification techniques
    • Documentation best practices
  • Strengthen Practice Reputation
    • Reduce negative reviews
    • Increase patient retention
    • Improve referral opportunities

Who Should Attend:

This session will be beneficial to Providers, Administrators, Practice Managers, Front Desk Managers, and anyone else responsible for ensuring excellent patient centric phone etiquette at your practice – regardless of who is on the phone

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$199.00
$199.00
$349.00
$349.00
$349.00
$399.00
$349.00
$349.00
$349.00
$399.00
$199.00
$249.00
$349.00
$249.00
$349.00

Speaker Detail

Tracy Bird, FACMPE, CPC, CPMA, CEMC, CPC-I

Tracy Bird is a seasoned healthcare consultant with decades of experience in practice management, coding, compliance, and staff training. A Fellow of the American College of Medical Practice Executives (FACMPE) and a certified professional in multiple disciplines, Tracy has worked with private practices, hospital-based groups, rural health clinics, and FQHCs nationwide. A nationally recognized speaker for MGMA and AAPC, Tracy is known for delivering practical, actionable strategies that help practices stay compliant, streamline workflows, and avoid costly penalties.

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