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Treatment Planning and Case Presentation

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Treatment Planning and Case Presentation


In many dental offices, there is a position called “Treatment Coordinator.” Treatment coordinators communicate to patients their needed dental treatment, insurance benefits, and payment options. In other words, the treatment coordinator is the person who closes the deal.

This is a 4 hour virtual, one-on-one course using TeamViewer as the screen share platform. For the software applications portion of the course, students have the choice of learning either Dentrix, EagleSoft,OpenDental or SoftDent.

Prerequisite: Knowledge of dental software data entry and basic dental terminology.

***Can be combined and taken in conjunction with our other administrative courses to complete the Dental Office Administrative Certificate Program.

When helping patients, it is important to assess the patient’s needs and communicate the procedures and protocols in a clear comprehensive method.

Topics covered:

The 4 Disc Personality Traits

  • How to assess the patient’s needs
  • How to use word pictures and phrases
  • How to use third party payers for financing
  • How to make financial arrangements

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