Scheduling Coordinator Training Course
Complete training for the job of Scheduling Coordinator in a dental office.
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Architect of Practice Production & Efficiency
The Scheduling Coordinator holds the keys to the productivity and profitability of the practice. They directly control the doctor’s and hygienists’ time, and ultimately, the practice can only produce what is scheduled. A well-trained Scheduling Coordinator ensures a balanced, high-production schedule, minimizing cancellations and maximizing efficiency.
A great Scheduling Coordinator knows how to:
- Design a schedule that optimizes production and case presentation opportunities.
- Fill last-minute openings quickly while maintaining flexibility.
- Reactivate inactive patients and minimize patient attrition.
- Monitor and refine scheduling strategies to ensure continual practice growth.
This comprehensive 3.5-hour course covers all aspects of the role, from structuring the schedule for efficiency to implementing recall programs that maximize patient retention. It also includes downloadable policies, forms, and checklists to support daily operations.
Course Objectives
- Master the Role & Responsibilities of the Scheduling Coordinator
Understand how this position drives production, efficiency, and patient retention. - Learn How to Structure & Optimize a Dental Schedule
Gain strategies for designing a productive, well-balanced schedule that supports practice growth. - Achieve & Plan for Production Goals
Develop daily, weekly, and monthly scheduling plans to meet and exceed practice revenue targets. - Manage the Hygiene Side of the Schedule
Understand recall strategies that keep hygiene production thriving and patient retention high. - Troubleshoot & Improve Underproductive Schedules
Identify and resolve bottlenecks, last-minute cancellations, and inefficiencies. - Utilize Policies, Forms & Checklists for Success
Access essential scheduling tools to streamline daily operations and track performance.
By completing this course, Scheduling Coordinators will have the skills, strategies, and tools to build a schedule that keeps the practice running smoothly, efficiently, and profitably.
Your Instructor
With over 30 years in the dental industry, Carla has just about done it all. From the front desk to the back office, she’s worn every hat that doesn’t require a license—and worn them well. She knows what it takes to run a high-performing, highly productive dental office because she’s lived it. Carla spent years as a successful Office Manager before spending 15 years as a consultant and Power Client Manager with MGE: Management Experts, where she worked with thousands of practices across the U.S. and Canada. Her time there gave her deep insight into what separates struggling practices from thriving ones.
Known for her no-nonsense advice, practical solutions, and real-world experience, Carla brings unmatched perspective to every training session. If there’s a problem in a dental office, she’s seen it—and she probably has a checklist, a policy, and a battle-tested fix for it.
Course Curriculum
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StartHygiene Department Overview (3:35)
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StartReminders & Confirmations (5:22)
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StartHow to do Reminders & Confirmations (6:03)
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StartHandling Cancellations & No-shows (8:05)
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StartHow to Schedule Hygiene Appointments (3:10)
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StartScheduling Hygiene Appointments (3:11)
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StartRecall (2:12)
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StartReactivation (5:38)
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PreviewBarriers with Recall & Reactivation (9:24)
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PreviewOpenings in the Hygiene Schedule (3:18)
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StartDoctor Schedule (4:22)
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StartHandling Cancellations on Doctor's Schedule (9:09)
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StartTime Allocation (10:18)
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StartBlock Scheduling (5:23)
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StartScheduling Patients in the Office (3:14)
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StartReferrals to Specialists (1:46)
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PreviewFilling Openings on the Doctor's Schedule (4:08)
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StartDifferent Kinds Of Consults (3:17)
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StartScheduling Emergency Appointments (4:06)