Onboarding Curriculum25 min totalFront Desk & Reception
Front-Desk Training Course
A step-by-step curriculum for receptionists and front-desk coordinators. Learn how to use the 'Create Schedule' and 'Scheduled Booking' tools, manage funding under Payment Method, grant CC Bypass exemptions, and clear daily task items.
Course Syllabus (5 Chapters)
1
Calendar Basics & Navigation Controls
Switch between Day, Week, and Month views, filter by 'Staff today', and toggle Shift highlights.
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2
Single Booking vs. Scheduled Booking
Master clicking 'Create Schedule' for single visits and 'Scheduled Booking' for recurring series.
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3
Card on File Policies & Granting CC Bypass
Understand why admins cannot type raw cards directly, and how to grant Credit Card Exemptions.
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4
Adding Funding from Profile > Billing > Payment Method
Add third-party insurers, policy numbers, and copay percentages for private and provincial programs.
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5
Managing Operations with Admin Task Tracker
Resolve missing card alerts, pending invoices, and unscheduled patient follow-ups.
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