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Training Modules for
Patient Concierge
Intro to SWISH PC (Week 1)
EG #
107
Intro to Swish PC
Approximate time to complete:
15 mins
EG #
109
Open Dental Basics
Approximate time to complete:
60 mins
EG #
116
Swish Morning Huddle
Approximate time to complete:
20 mins
EG #
110
Check-In Basics
Approximate time to complete:
30 mins +
EG #
117
Check-In Patient on (SLACK)
Approximate time to complete:
30 mins +
EG #
200
Tooth Charts
Approximate time to complete:
30 mins
EG #
129
Appointment Colors
Approximate time to complete:
30 mins
EG #
100
Front Desk Scripting
Approximate time to complete:
60 mins
EG #
128
Opening Checklist
Approximate time to complete:
20 mins
EG #
114
Patient Intake Form
Approximate time to complete:
30 mins +
SWISH Procedures (Week 2)
EG #
130
Booking Appintments
Approximate time to complete:
30 mins +
EG #
103
Swish Procedures
Approximate time to complete:
30 mins +
EG #
101
Common Objections
Approximate time to complete:
30 mins +
EG #
131
Texting Patients on Modento
Approximate time to complete:
30 mins +
EG #
132
Patient Consents
Approximate time to complete:
30 mins +
EG #
Procedures Test
Approximate time to complete:
SWISH Insurance (Week 3)
EG #
104
Insurance Verbiage
Approximate time to complete:
30 mins +
EG #
133
Verifying Insurance
Approximate time to complete:
30 mins +
EG #
Verifying AFLAC insurance
Approximate time to complete:
15 min +
EG #
107
Accepted Insurance Plans
Approximate time to complete:
15 mins +
EG #
134
Swish Smiles Membership
Approximate time to complete:
30 mins +
EG #
135
Insurance Breakdowns
Approximate time to complete:
60 mins
EG #
102
Collections
Approximate time to complete:
30 mins +
EG #
106
Payment Options
Approximate time to complete:
15 mins +
EG #
137
Refund Requests
Approximate time to complete:
EG #
Refund Requests Quiz
Approximate time to complete:
EG #
105
Credit Card Payments
Approximate time to complete:
15 mins +
EG #
111
Obtaining Payments
Approximate time to complete:
30 mins +
EG #
Insurance Test
Approximate time to complete:
SWISH Collections (Week 4)
EG #
108
Patient Transfers
Approximate time to complete:
30 mins +
EG #
138
ASAP List
Approximate time to complete:
EG #
Implants at Swish
Approximate time to complete:
EG #
Patient Concierge Training Complete!
Approximate time to complete:
Insurance Module
EG #
Dental Insurance Demystified
Approximate time to complete:
EG #
Dental Insurance Demystified - Quiz
Approximate time to complete:
Additional Training
EG #
429
Lab Directory
Approximate time to complete:
EG #
Dentist Training Manual
Approximate time to complete:
EG #
Fluoride Price Update
Approximate time to complete:
EG #
Fluoride Price Update Quiz
Approximate time to complete:
EG #
Payment Allocations : Ortho Payment Plan
Approximate time to complete:
EG #
Prepayment & Income Transfer Quiz
Approximate time to complete:
EG #
Case Acceptance
Approximate time to complete:
EG #
Pearl AI Cheat Sheet
Approximate time to complete:
EG #
Patient Magic Quiz
Approximate time to complete:
EG #
Patient Magic
Approximate time to complete:
EG #
Fee Schedule Updates
Approximate time to complete:
EG #
Fee Schedule Update Requirements
Approximate time to complete:
EG #
Touch Up 10 Case Submission
Approximate time to complete:
EG #
Touch Up 10 Invisalign Treatment
Approximate time to complete:
EG #
Retainers for Life
Approximate time to complete:
EG #
Share a Smile
Approximate time to complete:
EG #
Internal Referral EG
Approximate time to complete:
EG #
August 2024 QUIZ
Approximate time to complete:
EG #
CBCT - Cone Beam
Approximate time to complete:
EG #
Curodont Fluoride Repair
Approximate time to complete:
EG #
October Updates & Reminders
Approximate time to complete:
EG #
Dental Intelligence
Approximate time to complete:
EG #
Subscribili Training
Approximate time to complete:
EG #
Subscribili Quiz
Approximate time to complete:
EG #
136
Adding X Ray to Recall Appointment
Approximate time to complete:
EG #
Implants at Swish
Approximate time to complete:
EG #
Sleep Apnea Training
Approximate time to complete:
EG #
Implants at Swish Quiz
Approximate time to complete:
EG #
Sleep Apnea Tracking Training
Approximate time to complete:
EG #
Retainers for Life Training
Approximate time to complete:
EG #
505
Botox at Swish
Approximate time to complete:
EG #
Botox at Swish Quiz
Approximate time to complete:
EG #
Removing Free Retainers Verbiage
Approximate time to complete:
EG #
Cyber Security Training
Approximate time to complete:
Intro to SWISH PC (Week 1)
EG #
107
Intro to Swish PC
Approximate time to complete:
15 mins
EG #
109
Open Dental Basics
Approximate time to complete:
60 mins
EG #
116
Swish Morning Huddle
Approximate time to complete:
20 mins
EG #
110
Check-In Basics
Approximate time to complete:
30 mins +
EG #
117
Check-In Patient on (SLACK)
Approximate time to complete:
30 mins +
EG #
200
Tooth Charts
Approximate time to complete:
30 mins
EG #
129
Appointment Colors
Approximate time to complete:
30 mins
EG #
100
Front Desk Scripting
Approximate time to complete:
60 mins
EG #
128
Opening Checklist
Approximate time to complete:
20 mins
EG #
114
Patient Intake Form
Approximate time to complete:
30 mins +
EG #
Intro Test
Approximate time to complete:
You have not completed any resources in this module yet
SWISH Procedures (Week 2)
EG #
130
Booking Appintments
Approximate time to complete:
30 mins +
EG #
103
Swish Procedures
Approximate time to complete:
30 mins +
EG #
101
Common Objections
Approximate time to complete:
30 mins +
EG #
131
Texting Patients on Modento
Approximate time to complete:
30 mins +
EG #
132
Patient Consents
Approximate time to complete:
30 mins +
EG #
Procedures Test
Approximate time to complete:
You have not completed any resources in this module yet
SWISH Insurance (Week 3)
EG #
104
Insurance Verbiage
Approximate time to complete:
30 mins +
EG #
133
Verifying Insurance
Approximate time to complete:
30 mins +
EG #
Verifying AFLAC insurance
Approximate time to complete:
15 min +
EG #
107
Accepted Insurance Plans
Approximate time to complete:
15 mins +
EG #
134
Swish Smiles Membership
Approximate time to complete:
30 mins +
EG #
135
Insurance Breakdowns
Approximate time to complete:
60 mins
EG #
102
Collections
Approximate time to complete:
30 mins +
EG #
106
Payment Options
Approximate time to complete:
15 mins +
EG #
137
Refund Requests
Approximate time to complete:
EG #
Refund Requests Quiz
Approximate time to complete:
EG #
105
Credit Card Payments
Approximate time to complete:
15 mins +
EG #
111
Obtaining Payments
Approximate time to complete:
30 mins +
EG #
Insurance Test
Approximate time to complete:
You have not completed any resources in this module yet
SWISH Collections (Week 4)
EG #
108
Patient Transfers
Approximate time to complete:
30 mins +
EG #
138
ASAP List
Approximate time to complete:
EG #
Implants at Swish
Approximate time to complete:
EG #
Patient Concierge Training Complete!
Approximate time to complete:
You have not completed any resources in this module yet
Intro to SWISH PC (Week 1)
EG #
107
Intro to Swish PC
Approximate time to complete:
15 mins
EG #
109
Open Dental Basics
Approximate time to complete:
60 mins
EG #
116
Swish Morning Huddle
Approximate time to complete:
20 mins
EG #
110
Check-In Basics
Approximate time to complete:
30 mins +
EG #
117
Check-In Patient on (SLACK)
Approximate time to complete:
30 mins +
EG #
200
Tooth Charts
Approximate time to complete:
30 mins
EG #
129
Appointment Colors
Approximate time to complete:
30 mins
EG #
100
Front Desk Scripting
Approximate time to complete:
60 mins
EG #
128
Opening Checklist
Approximate time to complete:
20 mins
EG #
114
Patient Intake Form
Approximate time to complete:
30 mins +
EG #
Intro Test
Approximate time to complete:
You have not saved any resources in this module yet
SWISH Procedures (Week 2)
EG #
130
Booking Appintments
Approximate time to complete:
30 mins +
EG #
103
Swish Procedures
Approximate time to complete:
30 mins +
EG #
101
Common Objections
Approximate time to complete:
30 mins +
EG #
131
Texting Patients on Modento
Approximate time to complete:
30 mins +
EG #
132
Patient Consents
Approximate time to complete:
30 mins +
EG #
Procedures Test
Approximate time to complete:
You have not saved any resources in this module yet
SWISH Insurance (Week 3)
EG #
104
Insurance Verbiage
Approximate time to complete:
30 mins +
EG #
133
Verifying Insurance
Approximate time to complete:
30 mins +
EG #
Verifying AFLAC insurance
Approximate time to complete:
15 min +
EG #
107
Accepted Insurance Plans
Approximate time to complete:
15 mins +
EG #
134
Swish Smiles Membership
Approximate time to complete:
30 mins +
EG #
135
Insurance Breakdowns
Approximate time to complete:
60 mins
EG #
102
Collections
Approximate time to complete:
30 mins +
EG #
106
Payment Options
Approximate time to complete:
15 mins +
EG #
137
Refund Requests
Approximate time to complete:
EG #
Refund Requests Quiz
Approximate time to complete:
EG #
105
Credit Card Payments
Approximate time to complete:
15 mins +
EG #
111
Obtaining Payments
Approximate time to complete:
30 mins +
EG #
Insurance Test
Approximate time to complete:
You have not saved any resources in this module yet
SWISH Collections (Week 4)
EG #
108
Patient Transfers
Approximate time to complete:
30 mins +
EG #
138
ASAP List
Approximate time to complete:
EG #
Implants at Swish
Approximate time to complete:
EG #
Patient Concierge Training Complete!
Approximate time to complete:
You have not completed any resources in this module yet
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