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Front Desk Business Administrator and Treatment Coordinator Breakthrough Training

Seize the opportunity to diversify your skill set and meet the demands of the current and emerging dental practice environment.

Summary

Through practical and hands-on training you will acquire the knowledge and know-how to bridge the gap between the doctor-patient relationship while improving on case acceptance through behavioural understanding and patient education.

The importance of the front desk business administrator and treatment coordinator can not be understated. Your business administrative team is your front-line defence to your practice and the first encounter to any new and existing patient experience. The role of the treatment coordinator is to bridge the gap between the doctor-patient relationship while improving on case acceptance.

This breakthrough training course will help provide the knowledge and tools to confidently manage patient expectations, easily obtain case conversions and take hold and control of the dental practice to ultimately improve on profitability. Focus will also be placed on the nuances of operational details required by the team after understanding a 360-degree overview of your practice operations.

The course is conducted in a group setting atmosphere, with one-on-one breakout sessions to ensure your teams training is tailored towards the needs of your dental practice.

Day 1 will cover all aspects of the “Administrative Rapid Workshop” course.

Pre-Course Preparation

Prior to your attendance a 30 minute virtual consultation will be conducted with your practice owner or manager to determine the dynamic needs of your dental practice. Customized responses to “frequently asked questions” specific to your practice will then be developed to be implemented as part of your training. 

Day 1

A Distinguished Level Of Customer Service

  • Effective communication strategies

  • Development of interpersonal skills

  • How to best work within your diverse team

  • Patient and practice etiquette

Attracting And Converting Patients

  • New patient phone call scripting

  • Management of the new patient phone call

  • Management of existing patient encounters

  • How to mitigate stressful patient encounters

  • Manage expectations of patients and parents

A Deep Dive Into Patient Information

  • A review of the vital components of the medical/dental health history

  • The standards of charting and documenting

  • Overcoming prejudgements and breaking free of the insurance trap

Day 2

Scheduling For Productivity 

  • Your role in the morning production meeting (the morning huddle)

  • Effective scheduling for high production and low stress work days

Treatment Planning

  • The new patient consultation

  • The importance of diagnostic records in the design of treatment plans

  • The staging and development of the treatment plan

  • Enhancing your presentation skills

  • Understanding the psychology of patient motivation

  • Overcoming barriers in case acceptance

  • Keeping at the forefront of a competitive market place

Day 3

Working With Patients And Their Finances

  • Financial plans and policies 

  • Third party-payment plans and platforms

  • Billing with confidence

  • The appropriate use of dental codes

  • Effectively managing accounts receivables

Hidden Profitability 

  • Recalling and reigniting non-responsive patients

  • Effective follow ups for outstanding or unplanned treatment

  • KPI’s that matter!

  • Utilizing collections agencies 

  • Dismissing patients the right way

  • Protecting your practice

Post-Training Secret Calling

30 day monitoring of your business administrative and treatment coordinator team through secret calls by the Clinch team, to ensure your team is maximizing new patient conversions and existing patient encounters. Access to ratings, recordings and recommendations to achieve a Clinch 5-star rating for your business administrative team.

3 Days

June 3-5, 2022

$895

Fee includes HST

Partnered Dental Practice Location

Dental Works 4 Kids & Align Orthodontics

9985 McVean Drive Brampton , ON

Instructors

Dina Caracciolo CF, OM

Stephanie Henriques

Additional Information

All materials and supplies provided.

Refreshments and snacks will be provided.

Educational Program Assistance Agreement

Download the following and present to your employer for tuition assistance.

Pre-Requisites

  • A 30 minute virtual consultation with your practice owner or manager to determine the dynamic needs of your dental practice.

Requirements

  • You must attend 100% of the scheduled course to be eligible to receive Clinch Certification.

Cancellation Policy

The Clinch Learning Center, an affiliate of ClinchCM Inc., reserves the right to postpone or cancel any course at its discretion. In the event of a postponement or cancellation registrants will be notified and under the discretion of CLC course fees will either be applied to the newly scheduled date or refunded in full.

Cancellation by attendees with less than 10 business days notice from the registered course date are not eligible for a refund. Course fees can be transferred to another available course.

Please note that the CLC is not liable for any incidental expenses (including transportation and/or accommodation costs) associated with courses and course postponements or cancellations.

Summary

Through practical and hands-on training you will acquire the knowledge and know-how to bridge the gap between the doctor-patient relationship while improving on case acceptance through behavioural understanding and patient education.

The importance of the front desk business administrator and treatment coordinator can not be understated. Your business administrative team is your front-line defence to your practice and the first encounter to any new and existing patient experience. The role of the treatment coordinator is to bridge the gap between the doctor-patient relationship while improving on case acceptance.

This breakthrough training course will help provide the knowledge and tools to confidently manage patient expectations, easily obtain case conversions and take hold and control of the dental practice to ultimately improve on profitability. Focus will also be placed on the nuances of operational details required by the team after understanding a 360-degree overview of your practice operations.

The course is conducted in a group setting atmosphere, with one-on-one breakout sessions to ensure your teams training is tailored towards the needs of your dental practice.

Day 1 will cover all aspects of the “Administrative Rapid Workshop” course.

Pre-Course Preparation

Prior to your attendance a 30 minute virtual consultation will be conducted with your practice owner or manager to determine the dynamic needs of your dental practice. Customized responses to “frequently asked questions” will then be developed to be implemented as part of your training.

 

Day 1

A Distinguished Level Of Customer Service

  • Effective communication strategies

  • Development of interpersonal skills

  • How to best work within your diverse team

  • Patient and practice etiquette

Attracting And Converting Patients

  • New patient phone call scripting

  • Management of the new patient phone call

  • Management of existing patient encounters

  • How to mitigate stressful patient encounters

  • Manage expectations of patients and parents

A Deep Dive Into Patient Information

  • A review of the vital components of the medical/dental health history

  • The standards of charting and documenting

  • Overcoming prejudgements and breaking free of the insurance trap

Day 2

Scheduling For Productivity

  • Your role in the morning production meeting (the morning huddle)

  • Effective scheduling for high production and low stress work days

Treatment Planning

  • The new patient consultation

  • The importance of diagnostic records in the design of treatment plans

  • The staging and development of the treatment plan

  • Enhancing your presentation skills

  • Understanding the psychology of patient motivation

  • Overcoming barriers in case acceptance

  • Keeping at the forefront of a competitive market place

Day 3

Working With Patients And Their Finances

  • Financial plans and policies

  • Third party-payment plans and platforms

  • Billing with confidence

  • The appropriate use of dental codes

  • Effectively managing accounts receivables

Hidden Profitability

  • Recalling and reigniting non-responsive patients

  • Effective follow ups for outstanding or unplanned treatment

  • KPI’s that matter!

  • Utilizing collections agencies

  • Dismissing patients the right way

  • Protecting your practice

Post-Training Secret Calling

30 day monitoring of your business administrative and treatment coordinator team through secret calls by the Clinch team, to ensure your team is maximizing new patient conversions and existing patient encounters. Access to ratings, recordings and recommendations to achieve a Clinch 5-star rating for your business administrative team.

Pre-Requisites

  • A 30 minute virtual consultation with your practice owner or manager to determine the dynamic needs of your dental practice

Requirements

  • You must attend 100% of the scheduled course to be eligible to receive full Clinch Certification for this course.

Cancellation Policy

The Clinch Learning Center, an affiliate of ClinchCM Inc., reserves the right to postpone or cancel any course at its discretion. In the event of a postponement or cancellation registrants will be notified and under the discretion of CLC course fees will either be applied to the newly scheduled date or refunded in full.

Cancellation by attendees with less than 10 business days notice from the registered course date are not eligible for a refund. Course fees can be transferred to another available course.

Please note that the CLC is not liable for any incidental expenses (including transportation and/or accommodation costs) associated with courses and course postponements or cancellations.

REGISTER TODAY TO SECURE YOUR SPOT

REGISTER TODAY TO SECURE YOUR SPOT