By: Dr. David Rice
Ask most doctors or office managers what their #1 goal is when the phone rings, and you’ll get what we rarely get in dentistry: total agreement — “To schedule the patient.”
Now, I would agree, with a twist,
“To schedule a lifelong patient who feels compelled to tell their friends, their family, and their co-workers they’ve finally found the dental practice.”
We coach a lot of practices at IGNITEDDS, and one of the most common blind spots we find, whether in a solo practice or a multi-location group, is that the new patient call is unstructured, inconsistent, and undervalued.
This isn’t because team members aren’t great at what they do; it’s simply because there’s no real recipe where anyone can answer the phone, anytime, and create the same amazing experience.
Here’s the thing: new patient calls are the single most influential system that drives long-term case acceptance, referrals, and retention.
When that call is patient-centric and designed with intention, you don’t just book appointments; you gain insights and build trust that sets the stage for a patient experience that delivers clinical and financial success from day one.
The Problem: Random Calls Create Random Results
If I had a nickel for every call we’ve heard where a patient opens with,
“Do you take my insurance?”
…and a practice loses that caller in the next 15 seconds, well, I would be writing this from a spectacular island and sending my helicopter to come pick you up to visit. And that’s just one call-drop killer.
In many practices, new patient calls are handled differently by every team member:
- One person focuses on insurance
- Another rushes to fill a schedule hole
- Another gives a polished greeting but forgets to actually learn anything about the patient
The result?
Missed opportunities, frustrated callers, and a schedule full of patients who might not be a fit, and may or may not show up.
Even worse, the dentist walks into a consult or treatment room on day one with zero context about what the patient values most.
Please read this next sentence twice:
Case acceptance starts with the very first patient contact.
The Solution: A Systems-Based, Patient-First Call
A true system means that every team member who answers the phone knows what to say, when to say it, and why it matters.
We use a simple, customizable New Patient Call Sheet in our coaching — and it’s not just about the usual “need-to-know” logistics many think help them. It’s built to help your team capture the minimum must-know: the clinical details and the human story.
Here’s what that system looks like when done right.
1. The Greeting: Make “Hello” Your Brand Moment
The first five seconds define the tone of your practice.
Smile before you speak. I know you’ve heard that — people hear it. Introduce yourself and your practice in a way that feels intentional, not scripted.
Example:
“Thank you for calling East Amherst Dental Center. This is Lori, I’m so glad you called! May I ask who’s calling and how I can best help you smile today?”
It’s warm. It’s professional. And it subtly plants your practice philosophy right away: we are here to help our patients smile.
2. The Discovery: Go Beyond Data — Find Their “Why”
Traditional call sheets collect facts:
- Name
- Contact information
- Insurance
- Appointment preference
A systems-based call collects meaning.
Example discovery questions:
- “What made you decide to reach out today?”
- “Has anything been bothering you about your smile or comfort lately?”
- “When was your last dental visit — and how was that experience?”
- “What did you love most about your last practice?”
- “What didn’t you like?”
- And one that frightens many I meet, especially when someone has an urgent need: “How soon can you get here?”
These questions uncover motivators (what the patient wants) and pain points (what they don’t want).
This knowledge helps us treat each patient the way they want to be treated from the very first in-person moment — and that is powerful.
Example:
If a patient says, “My last dentist made me feel rushed,” your clinical team now knows that connection and time are part of this patient’s trust currency.
3. The Alignment: Position the Practice as the Solution
Once you know what matters most, connect their priorities to your strengths.
If they mention fear or anxiety:
“You’ll love our team. We focus on gentle, un-rushed care. We’ll consistently check in with you and make sure you feel comfortable every step of the way.”
If they mention time or convenience:
“We know how important your time is. We pride ourselves on being extremely efficient. You’ll meet Dr. Rice and Christy, you’ll have their total focus, and we’ll use the latest technologies and techniques to maximize your time here so we can get you back to your day as quickly as possible.”
This builds buy-in before they ever arrive.
4. The Information: Gather the Essentials — Efficiently
This is where a call sheet system shines. It gathers everything you’ll need without the robotic feel.
Your team can move seamlessly through:
- Contact information
- Insurance or payment method
- Referred by / marketing source
- Appointment confirmation preferences
Because the emotional groundwork was already laid, this step now feels easy, rather than a transactional box to check.
5. The Pre-Frame: Set the Expectation for the Experience
This is one of the biggest missed opportunities in dentistry. Before the call ends, pre-frame what will happen at the first visit. This single step massively reduces no-shows and builds anticipation.
Example:
“David, at your first visit you’ll meet your doctor. We’ll do a full scan and photo series, take a comprehensive look at your gum health, your bite, and of course your teeth. You’ll leave knowing exactly where your smile and health stand. Most of our patients tell us they’ve never had an experience like this before.”
You’ve just shifted the mindset from “I’m going to the dentist” to “I’m about to have a premium wellness experience.”
Why This System Works
A structured, patient-first call system doesn’t just improve new patient flow — it transforms your team’s confidence and your brand reputation.
The difference is measurable:
| Metric | Without a System | With a System |
| New patient show rate | 60–70% | 90–95% |
| Case acceptance | 22–34% | 50–85% |
| Lifetime patient value | Unpredictable | Consistent, measurable growth |
| Team stress | High | Controlled and confident |
From System to Culture
Let’s be honest — this doesn’t routinely happen for a few reasons:
- It feels overwhelming to build systems and develop the team
- We worry the team will feel overworked and overwhelmed
- We simply don’t know where to start
I get it — because I’ve been there.
However, when your team feels competent and confident leading conversations, they’ll love it. It removes the guesswork. Patients feel cared for, trust faster, and say yes more.
Once you have the script and call sheet, the next step is calibration and team development:
- Set the tone that you’re chasing progress, not perfection
- Share that you will record a few new patient calls each week (This is key — do not do this behind your team’s back. It kills trust.)
- Hold a team meeting, play the calls back, and get better — together
- Coach for connection, not perfection
Ask:
- Did we discover what truly mattered to the patient?
- Did we build trust?
- Did we confidently guide the next steps?
Over time, this system becomes part of your practice culture — it’s just the way you do it.
The Next Steps
When this makes sense to you, connect with me at david.rice@ignitedds.com. I’ll send you our call sheet — and for those of you who really want to make it happen, I’ll schedule a 30-minute team meeting and walk you through it.
