Pandemic Recovery Guide

Patient Scripting

Offering reassurance to patients, with consistent talking points like this patient scripting, requires you to be calm, to speak slowly, and to maintain eye contact. You will likely find yourself repeating this information many times a day; each patient only hears it once, and the information is as important as it gets – life or death important. Do not allow repetition to bring complacency or insincerity. Your patients may be anxious or even fearful; the information you share, and the manner in which you share it, will help alleviate anxiety and foster trust that strengthens patient relationships.


Wellness/Relationship Building Check-in Call

Your patients need your reassurance and relationship more than ever. Consider a connection call to demonstrate the practice’s care and support to ultimately build and maintain a genuine connection with the practice.

  • Consider calling patients during the time of day they may have normally had their appointments with you, using verbiage similar to:
    “Mary, I’m so happy I reached you today, its Martha calling from Dr. Hsu’s office. I wanted to call and see how you’re holding up through all this. I know it’s a stressful time. How are you? (LISTEN) I know all of this can be so overwhelming; we wanted to reach out and send you some support, letting you know we’re thinking of you and miss seeing you.”
  • Let them know what date the practice is reopening
  • Let them know your top priority is their safety
  • Direct them to your website or social media to hear and read more steps the practice has taken to ensure patient and team safety, and to learn more about what the team has been working on while the office has been closed
  • Let them know you look forward to seeing them again soon
  • If you can’t complete these for all your patients, start with those with treatment in process, those you want back in the practice, those with high treatment acceptance, and those long-term patients you know will benefit from a “nudge” to reschedule appointments


Scheduling: Screening Questions/Reassurance

“I‘m so glad you reached out. I would be happy to find an appointment for you; we appreciate the opportunity to provide your care again! I hope you and your family are staying healthy.”

Screening questions:

“We are doing our part to reduce the spread of COVID-19 while keeping you and all our patients safe. I’d like to ask you a few health-related questions prior to finding a time that works for you:”

    • Refer to CDC guidance regarding symptoms and questions to ask:
      • Recent travel to locations designated by the CDC to have a Level 3 Travel Health Notice for COVID-19. Verify when the patient returned to the United States.
      • Close contact with an individual, such as a family member or co-worker, diagnosed with COVID-19 within the last two weeks.
      • Encourage patients who respond “yes” to these questions to contact their primary physician or public health department as soon as possible to determine if they should be seen or tested.

 (If no symptoms, schedule an appointment with this patient scripting.)

We are looking forward to seeing you on (day) at (time). As part of our dental family, we want to assure you our #1 goal is your safety and the safety of all our patients and staff. In light of this, we have made some changes I want you to be aware of that will help keep you safe:

    • Upon your arrival, we will ask you to call or text us from your vehicle. When your room and clinician are ready, we will notify you. In this way, we limit the number of people gathering inside the practice and protect you by creating social distancing.”
    • You will also notice the practice will feel less busy – because we are staggering patients as an additional measure to limit interactions.
    • We are reserving our reception area for those patients arriving via transportation other than their own, or who cannot wait in their vehicle.
    • While we love seeing family members, any guests accompanying patients to their appointments will need to wait in their vehicle. Non-essential individuals will not gain entrance to our clinic.
    • When you get here, <hygienist or assistant> can tell you all about new equipment we have installed to further protect you.
    • (If planning to charge a PPE fee) You’ll also see an additional $____ fee that will cover the personal protective equipment designed for your appointment specifically to keep you safe.”

Do you have any questions for me?  (Pause to listen and reply) You can feel safe in our hands – we look forward to seeing you again!


Patient Confirmation

  • Incorporate screening questions to assess health, including symptoms outlined by the CDC.

“Please understand we are pre-screening all patients out of care for everyone’s safety…”

  • Use this patient scripting example to explain the new arrival protocol – call or text on arrival, wait in the vehicle, no visitors in the clinic.

“To ensure your and our other patients’ safety through social distancing, please call or text us from your vehicle when you arrive for your appointment. We will respond, letting you know the next steps. Please be aware no visitors are allowed in the clinic at this time, only the patient being treated. If you need a companion for health or translation assistance, please let us know, so we can make arrangements.”

  • Ask patients to update their health history online. When not possible, they should update in a private area that is sterilized immediately afterward, including pens and electronic devices.
  • With high rates of unemployment, it will be essential for dental offices to verify insurance eligibility, on the date of service, to avoid recoupment requests.
  • If you are planning to charge an additional fee to cover added PPE expenses, you must inform the patient of the amount of the fee to expect.

“You’ll also see an additional $____ fee that will cover the personal protective equipment designed for your appointment specifically to keep you safe.”  


Check-in Patient Talking Points

Place a sign on the front door instructing patients to call on arrival and wait in their vehicle. When possible, the entry door should remain locked from the outside to prevent entrance.

Repeat screening questions (even if done during confirmation, as the virus can appear suddenly) found in this patient scripting:

“Thank you for following our new protocols and calling from your vehicle; I know this must feel strange to you. We are committed to taking every step possible to make this environment safe for you. Everyone entering our practice will go through this routine.” (This reassures the patient you are creating a safe place for their treatment)

Do you have any of the following symptoms? (see the CDC list of symptoms). I would like to meet you at the front entrance where we will do a digital temperature check. Thank you for updating your health history online – or – we will need for you to update your health history and I will provide a copy for you.”

“As soon as your treatment room is sterilized and ready for you, I will text/call to let you know and direct you to the correct room. We should be ready shortly.”


Clinician Talking Points to Provide Reassurance

In addition to creating visual reassurance by washing hands, using hand sanitizer, and opening sterile instrument pouches in front of the patient, be prepared to verbalize added safety measures with this patient scripting before you lay the patient back to begin treatment.

“We’ve worked hard to ensure you and our team are safe…

    • You have already seen some changes on your arrival as we take steps to create social distancing
    • In the clinic area, we have equipped each operatory with (medical-grade air purifiers, reduced aerosols through additional suction, have new high-vacuum suction devices…)
    • We have additional personal protection equipment
    • We’ve removed all non-essential items from each operatory for greater sterilization access
    • We now have an anti-viral pre-procedural rinse, recommended by the CDC, which I will provide you
    • Every surface, door handle, and virtually anything that can be touched is sterilized after each patient, as part of our daily routine
    • We also take our own temperatures daily, as a precaution, in addition to taking yours
    • Please know we have always strictly followed CDC guidelines – but this is a new virus requiring new safety measures, and we are incorporating heightened sterilization protocols in response to this threat
    • We are committed to doing everything we can to create a sterile environment to protect you, and us, from airborne viruses

“Do you have any questions before we get started?”


Post-Treatment Check out Patient Scripting

It is important at this point to be attentive to new protocols to ensure patient safety; this portion of a patient’s appointment will be the last impression for the patient, and may be very different for the patient and you. However, key components remain the same. While you will not be walking the patient out, do not abandon sound financial and case presentation practices with this patient scripting.

  • Remind the patient what a pleasure it is for you to see them again in the practice.
  • Create a proper transition of the appointment to a new stage. Review the treatment completed today and the next treatment needed with a time frame:

“We’ve completed your exam, cleaning, and x-rays today, as scheduled. We need to get you scheduled for a crown on that lower right molar next; Dr. ________ is hoping we can get you in within the next month due to the extent of the fracture on that tooth. I know you shared you want to discuss some financial options for that as well. I’m going to ask you to go up front to talk with _________. (Alert front desk staff that patient is on the way in an OSHA compliant manner.)

  • Provide a mask if they would like one, and walk up front to discuss financial options, keeping social distancing guidelines in mind.
  • Consider taking payments at the start of appointments:

“I would be happy to process your insurance for you and collect your portion for today’s treatment. Completing this ahead of time will allow you to leave immediately after treatment today without needing to stop and check out while you are numb.”


“We have estimated your insurance plan to pay $________, leaving you with a balance of $________. We can process that for you now, so you can make a quick get-away following your treatment!”

  • Process payments with a portable device and offer remote payment options such as pay-by-text or through your practice management software. The goal is to limit the number of times a patient must stop at the front desk. “I know you’ve probably used this technology before at coffee shops and other stores. This will allow us to take your payment more easily. We can also process through Venmo (or Cash app), which works better for you today?” 
  • Complete any necessary financial arrangements in the operatory or in the consult room, followed by a thorough sterilization of the room.
  • Email treatment plans to patients, offering to review details and schedule via phone, email, or text.
  • Do you have any questions for me? (Pause to listen and reply) We look forward to seeing you again!


Reach Out to Us

Get in Touch

  • Hi, I'm
  • from
  • and I'm looking for help with
  • My Zip code is
  • and you can reach me at
  • or
  • This field is for validation purposes and should be left unchanged.