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Master Class:
Dental Treatment Coordinator
Increase your case acceptance and
reduce patient confusion and
cancellation of treatment.

Live Online Training Dates: February 19/20 and February 26/27 2026  (9:00am -12:00 pm PST)

$1095.00 CAN plus GST includes live interaction, course workbooks and 12 CE credits (with BCOOHP)

This training is intended to level up your front desk patient care, communications and case acceptance. This learning will streamline steps from doctor diagnosis, reserving appointments for treatment, presenting treatment plans to patients and organising financials and patient follow up.

Administrative or Clinical Experience in the dental industry is recommended for this advanced course

Course Outline + -

  • The Value of the Dental Treatment Coordinator

Job Description + -

  • Why a dental office needs this job role

New Patient: + -

  • Customer focused New Patient intake information
  • Establishing a relationship
  • Verbal skills
  • Interoffice communications
  • Converting a call into an appointment
  • Increase referrals
  • New patient digital welcome package
  • Initial appointment (be prepared to welcome your New Patient)
  • In the Operatory (steps to an amazing first experience)
  • Flow from Operatory to the Front Desk
  • Patient experience to Patient Relationship with the Treatment Coordinator and the Practice

Treatment Planning + -

  • Interoffice communication: the patient information and communications needs to be shared with the entire team
  • Using your software correctly: notes, charting, templates and estimation
  • In Operatory treatment planning:  patient care, documentation, verbal skills, and case management with dentist
  • Treatment plan organization for the dental team and for the patient
  • Referrals outside the practice and the role of Treatment Coordinator
  • Time Management
  • Measure your success; metric tracking
  • Treatment tracking and follow up

Financial + -

  • Working with insurance
  • Understanding the differences in insurance plans and how to work with them
  • How to send out complete pre authorizations- reduce your request for more information and declines
  • How to resubmit when insurance declined
  • Tips on increasing insurance approvals
  • Case presentation
  • Financial discussions
  • Interoffice communication
  • How to be NOT insurance focused
  • Systems to connect the entire team to the patient care
  • Barriers in patient treatment acceptance

Treatment Coordinator + -

  • Morning Meetings
  • Day end Meetings
  • Appointment auditing
  • Consent Forms
  • Managing outgoing and incoming patient communication ( email, text, phone, in person)

Register Now!

Limited Seats Available We will contact within 3 business days to complete your registration