You’re Booked!

Thank you for scheduling your Pre-Assessment Strategy Call.

The information below will also be sent to you via email for your reference.

What the Assessment Entails

• Pre-Assessment Strategy Call (15–20 minutes): Meet with the practice owner or leader to understand the front desk team, discuss any areas of focus, and coordinate the preferred day, time, and scenario for the assessment call.

• Front Desk Assessment: Conduct a live evaluation of your front desk team’s handling of the patient experience based on your selected call scenario.

• 60-Minute Assessment Debrief: Review the recorded call together, identify strengths and opportunities for improvement, evaluate your client journey and front desk SOPs (or provide guidance for creating one if needed), and discuss strategic recommendations, including whether additional coaching or Front Desk Optimization training would be beneficial.

• Recap & Next Steps: Receive a follow-up email summarizing key observations, recommendations, and agreed-upon next steps.

We look forward to partnering with you.

~Team KLC