Train Your Front Desk to Transform Your Practice

Built specifically for front desk assistants in neurologically focused, pediatric & perinatal chiropractic offices — where clinical excellence meets an exceptional patient experience.

Your Clinical Care is World-Class.

Your Front Desk Might Be Costing You Patients.

Most front desk training is built for general healthcare — not for the unique philosophy, language, and emotional landscape of neuro-focused family chiropractic.

Inconsistent Scheduling & No-Shows

Patients fall off care plans because no one on the front desk knows how to communicate the value of consistent neurological care.

Fumbled Financial Conversations

Untrained front desk staff avoid money talk, causing awkward moments that erode trust and hurt collections.

Confused New Patients

Families arrive not understanding why they need chiropractic care and leave without booking because no one bridged the gap.

High Patient Turnover

Without a retention system and warm re-engagement strategy, practices bleed patients every single month.

Transform Your Front Desk Into a Practice Growth Engine

This course turns your assistant from an appointment-taker into your most powerful patient advocate.

They’ll learn how to confidently handle new patient calls, clearly explain care without overwhelming families, navigate financial conversations with ease, and create an experience that keeps patients committed from day one. The result? More conversions, stronger retention, and a front desk that actively drives practice growth instead of just managing appointments.

Built for Every Role in Your Front Office

This course was designed for new front desk hires who need a structured foundation from day one, experienced assistants who are ready to stop winging it, chiropractors building their first team, and office managers who want consistent systems across every person in their front office.

Everything Your Front Desk Needs to Thrive.

From neurological philosophy and clinical terminology to scheduling systems, financial conversations, patient retention, and team leadership — this course covers every situation your front desk will ever face, built specifically for pediatric and perinatal chiropractic practices.

Course Curriculum

See What's Inside

13 comprehensive modules designed specifically for neurologically-based, pediatric and perinatal chiropractic practices — covering everything from philosophy to technology.

Course Modules
About This Module

This foundational module establishes the paradigm that shapes every patient interaction. You'll understand why families choose neurologically-based chiropractic — a proactive, inside-out, whole-body approach — and why your role as a front desk coordinator goes far beyond scheduling. You are a patient advocate, an accountability partner, and the first voice that sets the tone for a patient's entire care journey.

What You'll Learn
  • Healthcare vs. "sick care" — the paradigm shift
  • Why families choose neurologically-based chiropractic
  • The ripple effect: one family → generational impact
  • Your role as Patient Advocate & Accountability Partner
  • How every interaction supports or undermines the practice mission
Deliverables — 3 Included
  • Personal Mission Statement WorksheetGuided prompts to define your "why" and connect it to the practice's mission.
  • "My Why" Reflection ExerciseA mindset exercise to anchor your daily work in purpose and patient impact.
  • Terminology GlossaryA foundational glossary of core terms and concepts you'll use from Day 1 in the office.
About This Module

Professionalism in a chiropractic setting means protecting patient privacy, navigating sensitive conversations with grace, and creating an environment that families feel safe in. This module covers HIPAA essentials for the front desk, phone and written communication standards, and the unique cultural sensitivity required when working with prenatal, postpartum, and pediatric families.

What You'll Learn
  • HIPAA rules: what you can and cannot say, even to family members
  • Protecting PHI in daily operations and on social media
  • Phone etiquette, in-person greeting, and written communication standards
  • Handling difficult conversations with calm and confidence
  • Working with nervous first-time parents in a judgment-free space
Deliverables — 5 Included
  • HIPAA Quick-Reference GuideA laminate-ready summary of must-know HIPAA rules for front desk compliance in daily operations.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
  • Patient Photo & Social Media Consent FormA ready-to-use consent form for capturing and sharing patient photos and testimonials responsibly.
  • Common Objections & How to Handle ThemResponse frameworks for the most frequent patient pushbacks: cost, insurance, scheduling, and skepticism.
  • Professional Communication ScriptsPhone, in-person, text, and email scripts for every common patient interaction scenario.
About This Module

You don't need to be a clinician — but you do need to speak the language fluently. This module covers the full terminology landscape of a neurologically-based family chiropractic office: from subluxation and the Four T's to INSiGHT scan explanations, prenatal and postpartum care stages, pediatric developmental milestones, and the clinical terms for the conditions your practice specializes in.

What You'll Learn
  • Core chiropractic terms: subluxation, adjustment, ROF, HRV, boost, evolution
  • The Four T's of stress and how to weave them into patient conversations
  • Explaining Thermal, sEMG, and HRV scans in patient-friendly language
  • Pediatric conditions: colic, torticollis, plagiocephaly, tongue tie, and more
  • Prenatal, postpartum, and developmental milestone terminology
Deliverables — 5 Included
  • Expanded Terminology Guide for a Family Wellness OfficeA comprehensive reference covering 80+ terms across pediatric, prenatal, postpartum, family wellness, and treatment categories — with patient-friendly definitions.
  • "Explaining Scans" Script CardWord-for-word language for explaining Thermal, sEMG, and HRV scans to patients in plain, inspiring terms.
  • Patient FAQ GuideReady-to-use answers to the most common patient questions about chiropractic care, scans, and the office's approach.
  • Clinical Explanation VideoDr. Abbey explaining core clinical concepts — scans, subluxation, nervous system care — in patient-friendly language.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

Every new patient starts as a Day Zero — an inquiry. This module gives you the complete system for converting that first contact into a committed, booked patient. You'll learn how to take authority in the conversation without being aggressive, how to pre-frame the patient journey, how to handle the five core objections, and the psychology behind why people say no — and how to meet them there with empathy and confidence.

What You'll Learn
  • Day Zero tracking and why it's the front desk's most important metric
  • The inquiry call framework: discovery, connection, and closing
  • The 5 core objections and what they really mean
  • Money conversations: leading with value before stating price
  • Special population protocols: prenatal, postpartum, pediatric, auto accidents
Deliverables — 5 Included
  • Day 0 Phone ScriptsFull call scripts for every inquiry scenario — new patient, price shopper, prenatal, pediatric, and auto accident — with objection-handling inserts.
  • New Patient Phone Intake FormA structured form for capturing all key information during the Day 0 call: name, DOB, referral source, health concerns, and scheduling details.
  • Auto Accident FlowchartA step-by-step decision tree for routing and handling auto accident patient inquiries correctly from the very first call.
  • Call Tracking TemplateA simple log for tracking Day 0 inquiries, referral sources, booking outcomes, and conversion rates for weekly KPI reporting.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

The Day 1 experience determines whether a patient becomes a lifelong practice member — or disappears after the report of findings. This module walks through every touchpoint of the new patient journey: pre-visit preparation, greeting strategies that ease nervousness, setting expectations for scans, scheduling the ROF before they leave, and supporting the care plan commitment conversation after Day 2.

What You'll Learn
  • New patient folder and form preparation for every visit type
  • Day sheet setup and appointment organization
  • Greeting strategies that reduce anxiety and build immediate trust
  • Pre-scheduling the ROF at the close of every Day 1 visit
  • From ROF to care plan commitment: language that makes it feel exciting
Deliverables — 5 Included
  • Day 1 New Patient ChecklistA step-by-step checklist covering every action from pre-visit folder prep through post-visit ROF scheduling and care plan setup.
  • Welcome Packet TemplateA customizable welcome packet to hand new patients on Day 1 — including practice overview, what to expect, and next steps.
  • ROF Scheduling ScriptsConfident, warm language for scheduling the report of findings before the patient leaves the first visit — every time.
  • Pre-Scan Instruction CardA printable card to send or hand to patients before their first visit — covering scan prep (no exercise 6 hrs prior, no caffeine, medication consistency).
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

A well-built schedule is one of the most powerful tools for patient outcomes and practice health. This module covers block scheduling, care plan-based scheduling for prenatal, postpartum, pediatric, and adult patients, managing the unscheduled list proactively, holiday and special appointment protocols, and how to use scheduling itself as a retention tool.

What You'll Learn
  • Block scheduling fundamentals and why gaps hurt everyone
  • Care plan scheduling: prenatal, postpartum, pediatric, and adult frequencies
  • Managing the unscheduled list with proactive outreach
  • Special appointment types: boost, home visits, progress exams, ozone
  • Holiday scheduling, closures, and the 6-week minimum booking standard
Deliverables — 6 Included
  • Block Scheduling GuideA visual guide to block scheduling — patient-per-slot ratios, back-to-back booking strategy, and prime-time flow management.
  • Care Plan Scheduling TemplatesPre-built frequency templates for prenatal, postpartum, infant, pediatric, and adult care plans — ready to customize for your office.
  • Unscheduled List SystemA step-by-step protocol for working the unscheduled list daily, segmenting by urgency, and following up with patients who have no future appointments.
  • Daily Scheduling ChecklistA morning checklist for reviewing the day's schedule, identifying gaps, and managing appointment flow before the first patient arrives.
  • Late Arrival ProtocolClear guidelines for handling late arrivals — what to say, how to adjust, and when to reschedule — so the schedule stays protected.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

Money conversations are where most front desk team members feel the most discomfort — and where the most practice revenue is lost. This module covers pricing structures, care plan presentations, auto-payment setup, declined payment protocol, overdue account communication, and monthly collections tracking. You'll also learn the language and emotional intelligence needed to make financial conversations feel supportive, not transactional.

What You'll Learn
  • Pricing structures: consults, adjustments, boost visits, home visits, wellness plans
  • POS and EHR payment processing, HSA/FSA, and auto-payment setup
  • Declined payment handling and the text-before-arrival protocol
  • Collections with compassion: overdue scripts and account hold procedures
  • Monthly collections KPIs and accounts receivable monitoring
Deliverables — 6 Included
  • Pricing Reference CardA fill-in-the-blank quick-reference for your office's specific pricing across all appointment and plan types — designed to live at the front desk.
  • Payment Processing ChecklistsDaily, weekly, and monthly checklists for payment entry, auto-pay monitoring, declined payment follow-up, and reconciliation.
  • Collections ScriptsGraceful, low-pressure language for declined payments, outstanding balances, and care plan investment conversations.
  • Account Hold/Cancellation ProtocolA clear SOP for when and how to place accounts on hold or cancel — including communication scripts and documentation steps.
  • Financial KPI Tracking TemplateA monthly tracking sheet for collections, auto-pay declines, accounts receivable, product sales, and cost-per-visit metrics.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

Retention is the heartbeat of a thriving wellness practice. This module teaches the mindset shift from "scheduler" to accountability partner, systematic patient touch strategies, the late and missed appointment protocol, birthday outreach, re-engagement campaigns, and how to recognize early signs of attrition before patients fall off their care plan.

What You'll Learn
  • The retention mindset: building nervous system momentum through consistency
  • Daily relationship-building: names, details, check-ins, celebrating progress
  • The 7-minute / 10-minute / NCNS late appointment protocol
  • Systematic patient touch calendar: reminders, birthdays, milestones, re-engagement
  • The wellness transition: moving patients from corrective to lifestyle care
Deliverables — 6 Included
  • Patient Touchpoint CalendarA month-by-month calendar of systematic outreach touchpoints — reminders, birthdays, care plan milestones, and re-engagement campaigns.
  • Late/Missed Appointment Protocol FlowchartA visual decision tree for the 7-minute text, 10-minute call, and NCNS charge and outreach sequence.
  • "We Miss You" TemplatesEmail, text, and call scripts for re-engaging patients who've gone quiet or missed multiple appointments.
  • Birthday Tracking SystemA simple system for tracking patient and family birthdays and sending timely, personal outreach that strengthens relationships.
  • CRM GuidelinesBest practices for using your patient management system to track touchpoints, flag at-risk patients, and maintain consistent relationship data.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

The front desk is the social pulse of the practice. This module teaches you how to generate referrals systematically through the Bestie Week framework, event-based programs, and community partnerships with OBs, midwives, lactation consultants, pelvic floor PTs, and pediatric dentists. You'll also learn how to ask for Google reviews naturally, capture patient testimonials, and turn happy patients into active practice ambassadors.

What You'll Learn
  • The "Who Can We Thank?" referral tracking system
  • Bestie Week framework: free consults, reward tiers, and promotion strategy
  • Event planning and execution: Wellness Wednesday, Santa Bob, and more
  • Google review asks, video testimonial requests, and social sharing consent
  • Community partnership outreach: OBs, midwives, LCs, doulas, and pediatric dentists
Deliverables — 6 Included
  • Bestie Week SOPThe complete standard operating procedure for running a Bestie Week referral event — promotion scripts, reward tier logistics, scan protocols, and conversion follow-up.
  • Referral Tracking SheetA simple spreadsheet for logging referral sources, referring patients, and outcomes — used to thank referrers and identify your top ambassadors.
  • Review Request TemplatesNatural, non-pushy email and text templates for inviting happy patients to leave a Google review at the right moment.
  • Event ChecklistA reusable checklist for planning and executing any office event — from pre-event logistics to day-of tasks and post-event follow-up.
  • Partnership ScriptsOutreach scripts and talking points for building referral relationships with OBs, midwives, lactation consultants, pelvic floor PTs, and pediatric dentists.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

Great front desks run on great systems. This is your complete operational playbook — opening procedures, day sheet preparation, prime-time management, closing duties, weekly KPI reporting for Monday Level 10 meetings, monthly inventory audits, collections sweeps, and communication protocols. You'll also learn how to document every process so any team member could step in and run the front desk flawlessly.

What You'll Learn
  • Opening and closing procedures, step by step
  • Day sheet prep, new patient folders, and prime-time flow management
  • Weekly KPI prep for Monday Level 10 meetings
  • Monthly tasks: collections, inventory, accounts receivable, product pricing
  • Communication protocols: Slack, phone, text, and email decision matrix
Deliverables — 7 Included
  • Master Daily ChecklistA comprehensive opening-to-close checklist covering every daily front desk operational task in order.
  • Weekly CalendarA recurring weekly task calendar showing exactly what gets done each day of the week to keep operations smooth and nothing falls through the cracks.
  • Monthly CalendarA monthly operations calendar covering collections sweeps, inventory audits, accounts receivable review, and marketing event prep cycles.
  • Opening/Closing ChecklistDetailed step-by-step checklists for opening and closing the office — so every shift starts and ends consistently.
  • Weekly KPI TrackerA Level 10-ready tracking sheet for new patients, retention stats, Day 0 conversions, scheduled patients, product sales, and accounts receivable.
  • Communication GuideA decision matrix for when to use Slack, phone, text, or email — with response time standards and documentation expectations for each channel.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

Events are one of the most powerful tools in a chiropractic practice. This module gives you a full annual event planning framework, deep dives into your highest-impact events (including the complete Santa SOP), post-event follow-up and ROI tracking, and patient experience touchpoints that make families feel celebrated year-round.

What You'll Learn
  • Annual event calendar planning across Q1–Q4 themes
  • 3-month pre-event timeline, budget allocation, and team role assignment
  • Santa event: full execution from July reservation to day-of logistics
  • Wellness Wednesday, W3 Brunch, and product sales event frameworks
  • Post-event follow-up and new patient conversion strategy
Deliverables — 5 Included
  • Annual Event Calendar TemplateA pre-structured 12-month calendar with quarterly themes, monthly product specials, key health awareness dates, and patient experience touchpoints.
  • Santa SOPThe complete standard operating procedure — July reservation, SignupGenius setup, patient list targeting, email campaign cadence, food and craft logistics, and day-of execution checklist.
  • Post-Event Follow-Up System & ROI Tracking SpreadsheetA structured follow-up workflow and spreadsheet to measure new patient conversions, re-engagement, and revenue impact for every event.
  • Event Promotion TemplatesEmail and social media copy templates for Wellness Wednesday, Santa, Bestie Week, and product events — ready to customize for your office.
  • Event Planning FrameworkA reusable 3-month pre-event planning framework covering timeline, budget, team roles, success metrics, and post-event conversion strategy.
About This Module

The best front desk coordinators don't just execute tasks — they lead. This module introduces the Red/Yellow/Green Decision-Making Framework, gives you the tools to train new team members confidently, and teaches you how to contribute to practice growth through committees, Monday meetings, and strategic input. You'll also learn how to maintain culture through staff transitions, maternity leaves, and high-growth seasons.

What You'll Learn
  • Red/Yellow/Green framework: when to act, discuss, or escalate
  • Confident decision-making when the doctor is unavailable
  • Training and onboarding new front desk team members
  • Contributing to practice vision through committees and Level 10 meetings
  • Maintaining culture through team changes and high-stress seasons
Deliverables — 6 Included
  • Red/Yellow/Green Decision MatrixA printable reference card categorizing daily decisions into: handle independently, discuss with team first, or escalate to the doctor/owner — with examples for each.
  • New Hire ChecklistA week-by-week onboarding checklist for training a new front desk team member — covering every skill, system, and standard to learn.
  • 30/60/90 AssessmentA structured competency assessment for evaluating a new hire's progress and confidence at the 30, 60, and 90-day marks.
  • Committee DescriptionsClear descriptions of each office committee (Marketing, Celebration, Organization) — including purpose, responsibilities, and how to contribute.
  • Professional Development TrackerA personal growth tracker for logging CBA workshops, continuing education, skill milestones, and leadership development goals.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.
About This Module

Technology is your greatest ally for efficiency — when you know how to use it. This module covers your full tech stack: EHR navigation, INSiGHT Subluxation Station management, billing systems, communication tools, automation for reminders and re-engagement, Notion for practice organization, and AI implementation opportunities. You'll also learn how to troubleshoot common failures and keep operations running when systems go down.

What You'll Learn
  • EHR navigation: patient charts, scheduling, reports, and billing integration
  • INSiGHT scan portal: patient setup, report generation, and troubleshooting
  • Billing system daily tasks: payment entry, auto-pay, declined payment protocol
  • Automation and AI tools: reminders, re-engagement, review requests, chat widgets
  • Notion and practice organization: SOPs, task management, and team dashboards
Deliverables — 3 Included
  • Software Quick GuidesStep-by-step reference guides for your EHR, billing system, and INSiGHT station — covering the most common daily tasks and report-running workflows.
  • Troubleshooting FlowchartA decision-tree flowchart for the most common tech failures — internet outages, EHR issues, billing errors, and scan equipment problems — with escalation paths and support contacts.
  • Policies ListOffice-specific policies covering cancellations, NCNS, late arrivals, payments, and patient communication standards.

Offices Are Already Seeing the Shift

Dr. Melissa G.

I've been in practice for years and I thought I had a decent onboarding process. This course humbled me in the best way. There was so much we were winging without realizing it. My front desk assistant is currently going through it and I finally feel like we're all speaking the same language, with patients and with each other.

Dr. Jamie M.

Dr. Whitley sent this over while she was still finishing it and honestly it was already better than anything I'd found for training front desk in a chiropractic office. The terminology module alone was worth it! My new hire finally speaks our language.

Dr. Rachel P.

My front desk staff and I went through Modules 1–3 together and we're already making changes. The way she talks to new patients on the phone has completely shifted! She's more confident, more intentional. We haven't even finished the course yet and it's already paying off.

Frequently Asked Questions

Can I use this to onboard every new hire going forward?

That's exactly how most practices use it. Instead of training from scratch every time someone new joins, you have a complete, consistent system ready to go. Every new team member goes through the same 15 modules, learns the same language, and shows up to their first week already prepared.

Do I need a chiropractic background to take this course?

Not at all. This course is built to take someone with zero chiropractic experience and bring them fully up to speed — from neurological philosophy and clinical terminology to scheduling systems and financial conversations. If you can answer a phone and genuinely care about families, this course will do the rest.

Is this specific to pediatric and perinatal offices?

Yes — and that's exactly what makes it different. Every script, system, and framework inside this course was built for offices that serve pregnant moms, newborns, infants, children, and families. This is not a generic front desk course with a chiropractic label slapped on it.

How long does the course take to complete?

It's completely self-paced, so your team member can move through it on their own schedule — or you can roll it out week by week as a structured onboarding experience.

What format is the course delivered in?

The course is fully online and accessible on desktop or mobile. Each module includes video lessons, downloadable worksheets, scripts and templates, and knowledge checks. Everything is practical and immediately applicable — no fluff, no filler.

Is this a one-time purchase per staff person, or is re-purchasing necessary when hiring new staff?

This is a one-time purchase — no subscriptions, renewals, or expiration on your access. You or your staff can share the login freely. If you prefer for a new team member to have their own dedicated login, you would simply purchase again under a different email or name.

Are there any external systems, softwares, or products needed to get the most out of the training modules?

No additional purchases are required to complete the course. Throughout the modules, various tools and programs are suggested to help make your work more efficient — but none of them are a requirement. If your office already uses a similar tool for scheduling, billing, communication, or patient management, the training and systems taught throughout the course still apply fully to what you already have in place.

Who is this course for — me (the doctor) or my CA/front desk staff?

This course is designed specifically for your front desk coordinator or chiropractic assistant — the person who answers the phones, manages the schedule, handles payments, and is the first face your patients see. That said, many doctors find it incredibly valuable to go through the material themselves, either to align on systems and language with their team, or to use it as a foundation when building out their front desk role from scratch. Whether you're a solo doc onboarding your first hire or a growing practice looking to create consistency across your front desk team, this course gives everyone the same strong foundation.

Your Practice Deserves a Front Desk That Matches Your Mission.

Give your team the training, language, and systems to convert, retain, and wow every family that walks through your door.

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