“Your new patients are the lifeblood of your Practice.”

“Imagine your Practice is a pipeline. At the very beginning, there’s a huge hole because you haven’t trained your team on how to handle new patient calls and maximize their first interaction with the patient… The telephones! You need to train your team on the telephones or all your marketing money—the money you spent on generating those phone calls—will be wasted!”


We know what you’re thinking. You’ve heard it all a million times before. Especially if you’ve been a Scheduling Institute member for a while, you know that we repeat this message again… and again… and again. We repeat it until we are blue in the face. We write about it in our magazine, our content mailers, our blogs… Jay discusses it as every event, workshop, and webinar. So, you’re bored. You GET IT.


But guess what? As much as you may think you’ve gotten this message drilled into your brain, the truth is—you still don’t understand exactly how essential this is to your success! You aren’t getting the big picture. Two words… Continuous engagement.

Here’s the problem.


Some of you just want to dip your toes in the water. So, you heard about the Scheduling Institute; you heard our trainings cause dramatic increases in new patients and production… You decided to check it out. You bought a Self Study Kit, or you scheduled a training… And it worked! (Or it didn’t… depending on whether or not your team implemented the information and you helped hold them accountable…)

But let’s just say you did your part, and you saw a bump in your numbers. New patient numbers went up. Production went up. Collections went up. Everyone was happy.


But then you made a fatal error. You thought your team was “all good”.

You figured that since they were all 5 Star Certified, they would keep hitting the nail on the head, and the awesome results would roll in month after month. You thought you had mastered the system. Well, we’ve got some bad news. Actually… a reality check.


It doesn’t work that way!

Just like any important skill, your team needs to practice their telephone skills regularly. They need to be trained consistently—a continuing education. And they need to be held accountable regularly with mystery calls and role-play hotlines. But let’s not forget… you need to be held accountable too! We provide you with a support system for that exact reason.

That means you can’t just “dip your toes in” and then back out… You can’t quit after one or two trainings and expect your team to continue performing at the same level. We guarantee, your results will stagnate… and then decline.


So here’s the bottom line: you need to keep your engagement level high. If you expect significant growth and have some big, exciting goals—we’re going to need you at a 8 or 9 on the engagement scale. (No one is ever a ten because there’s always room for improvement!)


We aren’t telling you this to drag you down or scold you for “being lazy”. We know that’s not the case! The truth is, you just don’t know what you don’t know. And unless you’re a former Olympic trainer, you’re probably severely underestimating the importance of consistent training for the development of any skillset. It’s an easy mistake to make!


Instead of burying your head in the sand, own up to it. Admit that maybe you got off course, or you thought you’d “mastered” everything we had to offer. Maybe you let your engagement slip. Don’t worry… It’s fixable!

Here’s the solution. Do whatever the next step is to increase you engagement.

Chances are, you aren’t training your team every quarter. Our studies have proven that clients who schedule quarterly trainings produce and collect at a much higher rate than those who only schedule biannual trainings! It’s an obvious and 100% effective way to boost your results!


You might be thinking that we don’t understand… It’s an issue of cost. You “can’t afford it”.

Well, here’s the deal. If you understand the payoff math, then you understand that this is not an expense. This is an investment, and a safe one at that. The spike in results that your office experiences after an in-office training guarantees that the training will pay for itself within a few short weeks! Better yet, the results continue after that!

While you might think that increasing your engagement sounds like a financial setback or drain… It’s really the exact opposite. We’ve got statistics and hundreds of testimonials to prove it.


So, pick up a phone and give us a call at 866-917-2808. Go ahead and preschedule your trainings so that you don’t leave room for human error. It’s a good way to build accountability in for yourself—as a business leader!

This is SO important that you have to get it right…

We are excited to hear your success stories, and we want to help you get there! Talk to you soon!


-Your Team of Scheduling Institute Certified Trainers 🙂


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