Why Every New Patient Phone Call Deserves More Than Just a Booking

For many dental practices, the first phone call is just another item on the to-do list: find a gap, book an appointment, and move on. But what if that call was more than a box to tick?

In thriving practices, it's the moment that sparks the patient experience and sets the stage for a great relationship - one that can shape the energy and outcomes of your entire day.

This is where the Telephone Information Slip (TIS) becomes a powerful, practical tool.

When used consistently, the TIS empowers your Front Office Coordinators to draw out meaningful clinical and personal details from that first call. Suddenly, every appointment is tailored: the right amount of time is set aside, and the Dental Assistant prepares just what’s needed before the patient even walks in. The result? Less stress, fewer surprises, and a day that flows smoothly from start to finish.

But the value goes far beyond logistics.

When team members take the time to learn about patients as people, not just appointment slots, conversations change. There is a noticeable difference between a generic “How are you today?” and “Sally mentioned you’re new to the area, how are you finding it so far?” That information, captured in the ‘We Know You’ section of the TIS, allows every team member, from reception to chairside, to connect more authentically with patients.

Clinically, the TIS gives dentists a real advantage. Before even meeting the patient, the information captured on the slip helps the clinician understand what matters most. Instead of the standard “What brings you in today?”, they can greet patients with confidence and care: "Thank you for sharing that information with Sally when you called. I understand you've had some discomfort on your upper right-hand side when eating hot foods or drinks?" This small shift instantly builds trust, puts patients at ease, and highlights your team's professionalism.

The Telephone Information Slip also serves as an important record, documenting what has been explained, the expectations set, and the costs or next steps discussed. This clarity protects both the patient experience and the practice.

If you want calmer days, a better-prepared team, and patients who feel truly valued, start with the phone call. The smallest change at the beginning can create the biggest impact going forward.

Ready to see the difference? Download the Telephone Information Slip today and watch as your team delivers clearer information, better preparation, and more meaningful patient conversation, starting from the very first call.

Looking to elevate your entire practice? Book a consult with Prime Practice. Discover how we help dental teams create consistent, outstanding patient experiences that feel great for everyone and drive a thriving, sustainable business.