Treatment Presentations, Systems and Patient Care
The systems behind a five-star patient experience, from first call to case completion
Dr. Amanda Seay with front office team members Jenna and Mandi
Empower your team to master the entire patient experience, from the first call to case completion. Dive 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.
You’ll Walk Away With
By the end of this course, your team will be able to:
- Create a seamless, five-star patient experience from the very first phone call through case completion.
- Increase treatment acceptance with a proven communication and presentation process.
- Confidently manage cosmetic and comprehensive cases using standardized systems and workflows.
- Implement financial policies that support timely collections and reduce delays in treatment.
- Track and manage new patient leads to improve conversion and strengthen marketing efforts.
- Utilize ready-to-use scripts, templates, forms, and tracking tools for immediate implementation.
Who This Course Is For
Doctors and their front office teams, taking the course together. Built for practices that want standardized systems for new patient intake, treatment presentation, and case tracking, with scripts, templates, and forms the team can implement immediately.
$977
One-Time Purchase
- 3 Modules · 4.7 Hours
- 4.5 CE Credits
- Yours to Keep
- Watch Anytime
Curriculum
New Patient Experience (NPE)
Preview
Phone Intake, Call Sheet, and Scheduling Consultations. NPE Templates & Scripts Included. 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.
- New Patient Line vs. Existing Patient Line: Dedicated phone lines for streamlined communication.
- New Patient Call Sheet: A structured approach to gathering patient information.
- New Patient Appointments: Options include a Cosmetic Consultation or a Comprehensive Exam, with or without a Prophylaxis.
- New Patient Leads Management (via CMM): Utilizing Jot Form, Facebook, Instagram, and Google to track and manage leads effectively with your Marketing Team.
Treatment Presentation & Acceptance
Preview
Successful Communication for Large Cases. Forms Included. 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 for each appointment:
- Day of Comprehensive Exam
- Day of Records / Case Acceptance
- Pre-Operative Appointment
- Prep Appointment
- Provisional Approval Appointment
- Seat Appointment
- Case Completion & Patient Celebration
Case Tracking
Preview
Scheduling, Payments, and Pre-Blocking. Learn a streamlined framework for managing cosmetic and comprehensive cases from start to finish. See how to implement a clear financial policy that secures payment before treatment begins and supports efficient scheduling.
- This session also includes practical scheduling strategies to coordinate with the lab, manage records and wax-up return dates, plan provisional approval and final delivery, and organize appointments around lab timelines and doctor availability. Team will also learn how to use schedule holds and pre-blocks to keep cases on track.
- Get the tools and systems needed to execute cases with confidence—including patient folders and a cosmetic case spreadsheet—that ensure predictable, smooth workflows for every case.
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Best ValueAll 5 On-Demand Courses · Yours to Keep
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