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How to Hire The Perfect Front Desk In Less Then 60 Minutes (and how to figure out if you chose the right one)

Posted by Rick Lau on Oct 31, 2017 7:00:00 AM
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How was your sales last month?

Was it a record month? With record amounts of new patients booked into your schedule?

Or, were you on flat on patient bookings, as usual?

I had record sales for both my businesses because I did 3 things:

  1. We focused on client happiness - I spent two whole days with my leadership team discussing how we could accelerate our client’s happiness.
  2. We focused on gaining metrics - we discussed how we could get more clients to give us a 9 or 10 on our Net Promoter Score.
  3. We mapped out the customer journey - from the very first touch point through the lifecycle of the client.

I really got pumped to DOUBLE DOWN on customer happiness after learning from INBOUND marketing conference in Boston. There was over 19,000 marketers there!!! 

Here is my biggest takeaway: there are still two major sources people rely on for making purchase decisions:

  1. Word of mouth
  2. Customer references

So even if you have good numbers, you should never stop learning how to make those numbers better, so your competitors can't catch up.

This includes always learning how to make your hiring and training process better - because your team, especially your front desk, play a great role in the customer happiness journey.

So today I want to share how you can hire and train your front desk staff to supercharge your customer happiness, and therefore, supercharge your business growth.

We’ll cover:

  • A new trend occurring in hiring front desk staff that has the potential to increase patient bookings and revenue, fast.
  • How to flick the switch and turn staff roles into more meaningful work they commit to
  • My secret process to hiring the perfect front desk staff
  • Why the first month after a hire is crucial and one big mistake to avoid
  • Plus, learn how to measure your phone scripts training and figure out if you chose the right one

Ready to jump in? Let’s go...

A new trend occurring in hiring front desk staff

Yesterday I got a call from Roger, one of the clinic owners I have been mentoring the past few years. He owns multiple locations and recently he had a downfall...

He lost his superstar front desk staff!

Now, we all know filling a front desk position can be difficult, right?

It doesn't pay very much and we’re asking people to do a lot of things - they answer phones, book patients, bill insurance companies, talk with insurers, laundry, take payment, schedule next week appointments, show and sell product to patient, fill charts, and the list goes on.

I used to own ALOT of clinics. And although I don’t own clinics anymore, if I had to do it all over again, I’d be approaching my front desk differently.

You see, my front desk really are my sales people. So I’d be looking for people with more sales or customer experience versus medical experience.  I mean, why do we want to hire a Medical Office Assistant who has worked in a doctor’s office? They don't necessary have the best patient experience, right?

Yet it’s something many of us do.

But interestingly, there is a big trend occurring right now where clinic owners are hiring sales people at their front desk.  This is a big shift and I am definitely a big proponent of it.  

Check out my latest Instagram post on this topic

hiring the perfect front desk

Think about the front desk for a sec…

If you want that job to do one thing, it’s to get patients to love your clinic and to book more patients, either at the clinic or over the phone. And of course, that has a direct correlation with revenue and new patients at your clinic.

Flicking the switch on staff roles

Here’s the thing though, front desk staff aren’t valued enough in most clinics and you need to flick the switch on that.

For instance, the name “front desk” -  I really hate that!


Because they really are “client experience coordinators.” Or some clinics call them “hosts” or “patient care ambassadors”

You really have to flick the switch and start looking at your front desk role very differently.

So... when I was having this call with Roger, he was telling me his biggest pet peeves…

He said: “I either find somebody who is great with people but they are really bad with numbers and billing. Or I find somebody who is great with the numbers but horrible with customer service.”

I get it, when it comes to hiring front desk, I’ve got my own list of pet peeves too:

  • 100's of people apply
  • Sifting through resumes is a pain
  • Some people don't even show up for the interview!!
  • You want to hire on personality, but they also have to know basic math and have great attention to detail and that's hard to tell in a traditional interview

So, the first challenge we face is overcoming these frustrations. And thankfully, after hiring hundreds of staff for my 100+ clinics, I did develop a more efficient (and enjoyable) process to do so.

Make Every Conversation Count With A New Patient.

Is Your Clinic Answering The Phones?

CLICK HERE to find out your answer rate


How to hire the perfect front desk staff in less than 60 minuites

I want to share a process I love and use to hire myself.

After posting the job and getting hundreds of emails, apply the following process:

Step 1: Select Resumes with Customer or Inside Sales Service

Don’t go after people with MOA diplomas or even people with experience in health. Choose people who have a proven track record in customer service or inside sales or call center experience, especially those with a track record of loyalty and staying at a job for more than 2 years.

Never Miss a Call, Even on Sick Days or Staff Turnover.

CallHero’s Virtual Receptionist are fully trained to convert callers directly into your software

  • Custom Trained For Your Clinic
  • Extended 14-Hour Phone Coverage
  • Significant Cost Savings


Step 2: Group Interviews To Rank Candidates

“The reason group interviews are so effective is you get to see the entire group at one time and are able to rank those candidates,” Shaw explains. “If they’re in the room, they’ve met minimum expectations for what we’re looking for in the role … I’m really looking for cultural fit.” - Action Coach

Spend a short period of time at the beginning of the group interview establishing the opportunity and sharing your goals and missions.

If you email invite 80 candidates, 30 people will show up to the group interview and this is a good thing because you already weeded out the bad candidates. 

Then implement Intelligence Test and Teamwork Test with the group ( click on those links to download the tests to use).

This will help you rank the candidates who are smarter, better communicators, and better teammates. 

Step 3: Individual Interviews

Once you establish some great contenders from your group interview, you’ve already saved yourself countless hours of meeting one-on-one, and now you have a great shortlist of contenders (select around 2-3 from the original group of 30).

Have a list of questions handy to ask each candidate and make sure you have other staff members join you at the one-on-one interviews. Remember, you are bringing a person into the team, so make it a team process.

Step 4: Reference Check + Personality Profile

Always make sure to do a reference check, asking specific questions to validate facts and to explore any key areas or possible gaps in skill.

I like using the DISC profile. 

This is a personality test. The DISC profile is free test created by American Psychologist Dr. William Marsden in the 1920s, assessing individuals and assigning one behavioural style; outgoing, task oriented, reserved or people oriented. Having your candidates complete the DISC profile will give you amazing insights on the person’s strengths.

I also like to use strength finder 2.0 

The Strength Test 2.0 will ask hundreds of questions and give you the top 5 strengths of the candidate.  Millions of people around the world have completed the Clifton Strengths Finder assessment.  The theory is to hire somebody who already have the strenghts you want and just double down on them instead of trying to fix their weakness. 

Step 5: Hire, Train, Measure

Once you hire the perfect front desk, it’s your responsibility to provide them with the right training, and you need to measure their success to determine that you have in fact, chosen the perfect candidate.  





The first month of hiring someone is the most crucial time

Once you’ve hired a new “client experience coordinators” the most important factor within the first month is how well they are booking patients, both in person and over the phone.  

Second to that, are they able to multi task a bunch of things at the clinic and still pick up the phones? Or do they get stressed out?

Over the years, I’ve hired hundreds of people and I find that within the first month, you will know whether that employee is a good fit and has what it takes. And if they don't, do both your clinic and the new hire a favour, let them go sooner!  

The last thing you want is to keep a person for years and have to fire them down the track. It’s not only an expensive mistake but it’s morally bad for your business.  

Here is the fact: for most clinics, every bad hire will cost you $3000 per month or more. Especially when you factor in overtime you have to pay for all the existing staff training and the potential loss in business because they are messing up with the bookings or not picking up the phones.

So now you know what to look out for and what not to do, let’s talk about how to train staff right and measure the success/ progress.

Beat Your Competitors With Every Call

Discover your front desk’s strengths and areas for improvement with our Mystery Caller Audit

  • Convert more calls into booked appointments.
  • Improve your team’s phone etiquette and skills.
  • Boost overall patient satisfaction and trust.


Killer Strategies to Train and Measure Your New Hire


You can’t just expect people to walk in and take over the job, you absolutely MUST provide quality training!

You need to train them with phone scripts to:

  • Understand your business and why your clinic are the best
  • How to use your EMR and billing
  • How to book the next appointment AFTER every visit
  • How to book new patients who are calling over the phone
  • How to book patients who have the following objections:
    • Price
    • No availability in the schedule
    • Not covered by insurance
    • I will call you back
    • I have to ask my spouse

You need to roleplay these questions at your next staff meeting, making it fun and engaging.

Have cue cards at your workstation for each objection so that it’s easy to remember what to say and do.

If you use CallHero, listen to a recorded call together with your teams and have discussion on how to boost booking rates.

The overall goal of your training is to gain commitment and motivation from the front desk to own their role as a “patient experience coordinator”

Get them to learn the CallHero manifesto:

I AM part of the healing process

I MAKE every conversation count

I SHOW every caller I care

I HEAL the community

This manifesto will help imprint them with the desire and commitment to deeply engage with each patient.

For proven ways to book more patients over the phone, I recommend you grab our free phone training guide - the guide provides 23 strategies you implement during your hiring/ training process.


Your goal is to create a patient experience culture at your clinic and start measure your call tracking metrics so you can see the impact of your training.

During the training period, you are NOT only teaching them everything they need to book a new patient with confidence. You also need to measure whether they ANSWER the phones (answer rate) and whether they are BOOKING patients (booking rate).

This is especially critical within the first month of hiring. And if you base your training on these phone call analytics, you’ll know by the end of the month whether this person will pass your one month test or will you need to find another person.

You can also compare the new hire booking rate metrics with the other team members? And ask yourself: How do they compare?  Can I train them on all the patient sales objections?

For CallHero customers, many of you are already doing this and you can check in to your dashboard for real time data any time you choose.

If you’re not currently measuring call tracking metrics, CallHero provides an easy way to do it, particularly during the month you’re onboarding new staff.

You can use our Free Call Grader Test to measure answer rates of your new hire.

Make Every Conversation Count With A New Patient.

Is Your Clinic Answering The Phones?

CLICK HERE to find out your answer rate

Let me break down how this metrics process works…

Remember Roger, the clinic owner I mentor? The one I mentioned above who lost his superstar front desk?

His clinic in Alberta gets around 1000 phone calls per month. Prior to the new hire, the clinic was answering 90% of the phone calls.  

With the new hire and training, his answer rate dropped to 60% of the phones calls. Which means the clinic was answering 300 calls less.

As you can imagine, this problem is going to cost your business a lot!

But if you aren’t measuring, how will you know if your answer rate has dropped? How will you know if your new hire is doing their job? How will you know how many of those 300 calls are new patients or existing patients?

You won’t! And if you don’t know, you could go on for weeks with your business steadily declining.

But it doesn’t have to be that way…

Train Your Receptionist To Convert More Calls

Achieve 95% answer rates and 80% booking rates with CallHero’s training and AI software

  • Attract More Clients
  • Train Your Staff Better
  • Convert More Calls


If you take the Free Mystery Caller Audit, you can get a snapshot of your answer rate before and after the hire.  This will help you measure your new hire and and figure out if you chose the right one. 

Call Grader can help you make your training program better so you don't lose bookings. And it can help you decide whether you should keep this new hire after your one month trial period.

PS. Get your hands on the FREE "7 Secrets of a High-Revenue Front Desk" checklist to uncover strategies such as a 3-sentence follow-up script for missed bookings, turning around low-performing receptionists, and a simple motivation trick for boosting revenue and patient count. Click here to get the checklist.


Topics: Hiring & Firing


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