Jay Geier’s New Patient Generation and Practice Expansion Program

Jay Geier’s New Patient Generation and Practice Expansion Program Evaluation

Dental Product Shopper Best Product

Scheduling Institute

New Patient Generation and Practice Expansion Program

Through the use of unique staff training, the Scheduling Institute helps practices focus on new patients.

The Scheduling Institute, founded in 1997 by Jay Geier, helps practices increase their new patients by leveraging their biggest asset— staff. Through training that helps staff focus on new patients and their value to the practice, the Scheduling Institute claims it can help practices add 10% to 60% more new patients every month.

For this Dental Product Shopper evaluation, the Scheduling Institute worked with 4 DPS evaluators to incorporate the training. In addition, 4 practices that have already been working with the Scheduling Institute participated. All of the evaluators commented on such features as quality of training, ease of integration and implementation, and improved practice efficiency and productivity.


The Scheduling Institute helps practices focus on results and teaches staff to concentrate on new patients to achieve those results.

The first step is to determine the average number of new patients for a given practice, a baseline that is above the average, and a goal that is above the baseline. After these metrics are established, the Scheduling Institute uses a unique training system that keeps the practice focused on new patients.

When asked about the quality of training, 7 evaluators rated it as excellent and 1 rated it as good. One evaluator described the training as “very clear [and] simple.” Another said, “We appreciate the thoroughness of the training and the willingness to help us.”

Integration and Implementation

When asked to rate the ease of integrating and implementing the Scheduling Institute techniques into their practices, 3 rated it as excellent, 4 rated it as very good, and 1 rated it as fair. An evaluator from Jonesboro, AR, with 10 years of experience said, “The system is very easy to understand and it makes sense, so it’s easy for the team to be on board immediately.” Another evaluator said, “It is easy to implement and the system is spelled out for you.”

Efficiency and Productivity

When asked to rate the improved efficiency and productivity of their practices using the Scheduling Institute techniques, 5 evaluators rated it as excellent, 1 rated it as very good, 1 rated it as good, and 1 rated it as fair. One of the current customer evaluators said, “[The Scheduling Institute] provide[s] the results they promise. We have been following their recommendations and our new patient numbers increased from 60 to 121 in 5 months.”

Overall Satisfaction

When asked to give their overall satisfaction rating, 6 evaluators rated the Scheduling Institute as excellent, 1 rated it as very good, and 1 rated it as fair. The evaluator who gave the program an overall satisfaction rating of fair commented that he would have liked more help with attracting new patients. However, as explained in the marketing materials provided by the Scheduling Institute, the focus of this program is not to “attract” new patients but to “recover” patients that a dentist is currently losing but doesn’t know about.

One of the new evaluators who had no prior experience with the Scheduling Institute said, “As a team, we think that the Scheduling Institute has a great product, and it makes sense! We have implemented their system, and we believe that it works.” Another new evaluator said, “I started a bit skeptical, but when I heard them out, it was logical, simple, and turned out to be very effective. Please do not let other dentists in my area in on this great tool.”

Evaluation Snapshot

Jay Geier’s New Patient Generation and Practice Expansion Program
Scheduling Institute
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