Training Objective:

Empower your Treatment Coordinator to master communication, case acceptance, and financial arrangements, ensuring patients commit to their ideal treatment plans and the practice achieves its income goals.

What Your Treatment Coordinator Will Learn

Master Communication & Case Acceptance:

• Navigate financial discussions with confidence and ease.
• Execute the perfect "handoff" from the doctor to the Treatment Coordinator when presenting a treatment plan.
• Help patients recognize the need for their treatment plans.
• Overcome barriers and objections to treatment acceptance and payment.
• Present options so patients choose the ideal treatment plan for their needs.
• Tailor communication to different patient personalities and approaches.
• Ensure patients schedule and pay for their treatment after financial discussions.

Excel in Insurance Management:

• Understand how dental insurance works and utilize it effectively.
• Accurately estimate and maximize insurance benefits.
• Work proficiently with multiple fee schedules.
• Handle the intricacies of various insurance plans.

Handle Patient Finances with Precision:

• Collect copayments for smaller cases effectively.
• Create and manage financial arrangements for medium and large cases.
• Offer and explain payment options, including prepayment, in-house payment plans, and third-party financing.

Organizational Excellence:

• Take responsibility for the entire patient base, ensuring everyone receives the treatment they need to achieve full health.
• Reactivate patients with outstanding treatment to complete their care.
• Analyze metrics to identify opportunities for improvement.
• Manage time efficiently to handle multiple responsibilities.
• Monitor and control the practice’s income, ensuring financial stability.
• Coordinate with the team to prevent patients from "slipping through the cracks."

Strengthen Communication, Customer Service, & Teamwork:

• Collaborate with team members to ensure seamless patient care.
• Leverage additional training paths to enhance communication and customer service skills.

Additional Guidance: The Treatment Coordinator’s training focuses on transforming case acceptance into a streamlined, patient-focused process. By driving income, production, and healthier patients, they play a critical role in creating a thriving and profitable practice. For comprehensive development, explore team-wide training on communication, customer service, and case acceptance.