Incoming Call Training


Workshop Overview:

Preview The Incoming Call Services Package – It’s Free When You Select “Order Now, Pay Later” at Checkout

To preview the service, order the workshop and select “Order Now, Pay Later.” We’ll contact you to arrange your free preview.

This is a training series (3 sessions) for staff. You can also see more detail about each session at the bottom of this page.

The training guides you and your team through a process for setting up incoming call best practices. Participants see an immediate increase in booking rates as well as reduced cancellations after the first session.

Your purchase includes three 1-hour online training sessions. Each session will be scheduled at convenient times as you go.

Trainings are done with 10-day advance booking.

For more information see details at the bottom of the page, call (774) 255-1125, or email

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Incoming Call Training 

The lifeblood of every physical therapy clinic is the phone. That’s why improving how your calls are handled will have an immediate impact on bookings. This training does more than help your staff  identify areas for improvement. In addition, it gives you tools and support. As a result, participants see an immediate increase in booking rates and reduced cancellations after the first session.
  • Training guide customized for your clinic.

  • 3 months of HIPAA compliant call tracking, recording, and reporting – usage fees may apply.

  • Call scoring and analysis tool.

  • Training and implementation support by an experienced healthcare call center consultant (ongoing for subscribers, up to 30 days post training for Just Shop guests).

Session 1: Listen and Evaluate Recorded Call Examples

To begin the training we evaluate several typical physical therapy clinic incoming calls. Also, we discuss the patient experience and financial  impact on the clinic. Then participants discuss what they experience on their own calls. In conclusion we introduce a method for taking control over incoming calls that leads to increased booking rates, fewer cancellations, and increased patient satisfaction.

Session 2: Create and Customize Incoming Call System

Using the principles and techniques introduced in Session 1, participants create their clinic’s Call Training Guide. In addition, we work on an implementation plan.

Session 3: Implementation & Support

Now that you have your customized Training Guide, we wrap up with an implementation and support plan. This includes specific goals with results tracking. And to make sure the process continues, PTRM supports you for 30 days after session 3. Ongoing support is included with some subscriptions or can be purchased separately.

For more information call (774) 255-1125 or email

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