Beyond the Drill: New Business Course
Beyond the Drill! Mastering Treatment Presentations, Systems and Patient Care
Course Price: $1,197.00
This course empowers dental teams to master the entire patient experience, from the first call to case completion. It dives into essential areas like seamless new patient intake, impactful treatment communication, and efficient case tracking through scheduling, payments, and pre-blocking.​
Focused on boosting organization, efficiency, and patient satisfaction, this course—comprised of three sessions—equips your team with the tools to optimize every step of the process. By applying these proven strategies, you’ll elevate case management, increase treatment acceptance, and enhance overall patient care.
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Course Dates:
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Monday, March 31st at 8:00 PM EST
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Monday, April 28th at 8:00 PM EST
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Tuesday, May 27th at 8:00 PM EST
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All sessions will be recorded and available for replay for 30 days after the live presentation.
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Details Include:
SESSION #1: NEW PATIENT EXPERIENCE (NPE)
Phone Intake, Call Sheet, and Scheduling Consultations
Monday, March 31st at 8:00 PM EST
A seamless and professional patient intake process is essential for providing an exceptional experience. This session covers the best practices for handling new patient inquiries, scheduling, and lead tracking.
Key Components:
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New Patient Line / Existing Patient Line: Dedicated phone lines for streamlined communication.
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New Patient Call Sheet: A structured approach to gathering patient information.
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New Patient Appointments: Options include a Cosmetic Consultation or a Comprehensive Exam, with or without a Prophylaxis.
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New Patient Leads Management (via CMM): Utilizing Jot Form, Facebook, Instagram, and Google to track and manage leads effectively with your Marketing Team.
SESSION #2: TREATMENT PRESENTATION & ACCEPTANCE
Successful Communication for Large Cases
Monday, April 28th at 8:00 PM EST
A well-structured treatment presentation ensures clarity and increases case acceptance. This session outlines a step-by-step approach to presenting and finalizing treatment plans.
Day of Comprehensive Exam:
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Doctor-Approved Treatment Plan: Signed off by the doctor before presentation.
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Treatment Plan Presentation Letter: Breakdown of the total case fee and individual line items rather than a list of dental codes with associated fees.
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Cosmetic Case Timeline & Breakdown: A structured outline of treatment phases.
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NP Photos: Show the patient their "before" photos and explain WHY the treatment is needed.
1. Day of Records / Case Acceptance (1 Hour Appt):
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Final Case Presentation
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Model Release Authorization
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Informed Consent Documentation
2. Pre-Operative Appointment (15 Minute Appt):
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Prescription & Prescription Drug Consent
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Pre-Appointment Reminders
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Assistant Responsibilities: Provide Perioscience Gel/Peroxide as necessary.
3. Prep Appointment (4-6 Hour Appt):
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Post-Operative Instructions for Cosmetic Cases
4. Provisional Approval Appointment (1 Hour Appt):
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Provisional Approval Consent Form
5. Seat Appointment (4-6 Hour Appt):
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Assistant Responsibilities: Perform NG scanning.
6. Case Completion & Patient Celebration (1 Hour Appt):
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Delivery of Final Restorations
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Celebration Bag Presentation
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Professional Photos and Videos with the Doctor
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Personal Review Request: Ask the patient to share their experience.
SESSION #3: CASE TRACKING
Scheduling, Payments, and Pre-Blocking
Tuesday, May 27th at 8:00 PM EST
Proper scheduling and financial management are critical to the success of treatment execution. This session outlines procedures to ensure efficiency and organization.
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Financial Policy:
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Payment Requirements: Full payment is due prior to scheduling any appointments, or at the latest, by the Records Appointment. Time management is crucial, and a structured payment policy ensures a smooth process for all patients.
Scheduling Strategy – "Let’s Play Tetris!"
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Lab Coordination Prior to Records Day: Determine which lab the doctor prefers to use.
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Lab Tracker Utilization: Ensure smooth communication with the lab.
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Coordinate Records/Wax-Up Return Dates
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Manage Provisional Approval Timeline and Final Delivery
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Appointment Scheduling:
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All appointments should be scheduled around lab return dates and doctor availability.
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Once approved lab return dates are proposed, place "holds" on the schedule and email the patient with proposed appointment dates (without revealing lab return dates).
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Upon patient approval, convert "holds" into confirmed appointments. It is imperative to block out these dates in advance to stay on schedule.
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Tracking Systems:
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Patient Folders: Maintain organized records and paperwork for each case.
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Cosmetic Case Spreadsheet: Track case progress and essential details.
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Pre-Blocks on Schedule: Allocate specific time slots for key procedures to ensure efficient scheduling. Have your scheduler pre-block times for your procedures 3-6 months in advance.