---
title: Building a Medical Receptionist Training Manual
description: As your business grows, you’ll want a medical receptionist training manual put in place to quickly get new hires up to speed. Of course, this kind of task is easier said than done!
image: https://blog.upbook.com/hubfs/medical-receptionist-training-manual-min.jpg
---

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# Building a Medical Receptionist Training Manual

![Medical Receptionist Training Manual - UPbook](https://blog.upbook.com/hubfs/medical-receptionist-training-manual.jpg "Medical Receptionist Training Manual - UPbook")

 Nov 12, 2018 5:17:47 AM / by [Zuhaib](https://blog.upbook.com/author/z)

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As your business grows, you’ll want a **medical receptionist training manual put in place to** **quickly get new hires up to speed.** Of course, this kind of task is easier said than done! It’s all about **breaking the manual down into the specific chunks** that you want receptionists to focus on.

Let’s take a look at one possible way of laying out your business’s medical receptionist training manual.

### Part 1: Personal Skills

Your company’s receptionists are the face of your business—quite literally. **That’s why in-person interaction is so important**, and why personal skills must be included in your medical receptionist training manual. Create a section on body language; **a simple smile makes all the difference at the front desk.** Include a segment on dealing with difficult customers, a situation that staff are sure to run into eventually.

### Part 2: Phone Etiquette

A large portion of your receptionists’ time **will be spent on the phone.** As such, a section on proper phone etiquette is an essential part of any medical receptionist training manual. Include reminders to **always use a friendly tone**; only put callers on hold when absolutely necessary**, and only for a few minutes at most**; and always **encourage a scheduled appointment** at the end of the call.

### Part 3: Administrative Skills

Another part of the receptionist workflow, and therefore your medical receptionist training manual, involves administrative tasks. In addition to the basics like **filing, printing, faxing, and invoicing,** a medical receptionist will need to be familiar with things like **insurance, co-pays, patient histories, medical records, and more.** Include this information in your medical receptionist training manual, and your new hires will be **starting off on the right foot every time.**

### Part 4: Medical Knowledge Training

Medical receptionists might pass along actual medical knowledge or advice to customers; it’s up to you how much medical training you want your receptionists to receive. **Whether it’s only covering the basics or getting more involved with specific medical procedures or medications**, you’re able to include this information in your medical receptionist training manual so that **new hires receive the exact knowledge that you want them to know.**

Remember: this is only one option for your medical receptionist training manual. Use whatever method works best for your business’s needs—it’s the best way to **create an all-star front-desk team that gets results for your business day in and day out.**

[**Tips for Creating Your Front Desk Receptionist Training Manual**](https://blog.upbook.com/tips-for-creating-your-front-desk-receptionist-training-manual)

[**The Three Foundations of Your Receptionist Training Manual**](https://blog.upbook.com/the-three-foundations-of-your-receptionist-training-manual)

 Tags: [Medical Receptionist](https://blog.upbook.com/topic/medical-receptionist), [medical receptionist training manual](https://blog.upbook.com/topic/medical-receptionist-training-manual)

#### Written by [Zuhaib](https://blog.upbook.com/author/z)

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