Treatment Coordinator Training Course

Unlock Case Acceptance & Maximize Production

Treatment doesn’t walk out the door—patients do. And in most practices, 60% of patient charts have outstanding treatment. That’s hundreds of thousands of dollars sitting unaccepted, unscheduled, and uncollected.

The Treatment Coordinator is the bridge between your diagnosis and real results—and when they’re trained well, your case acceptance soars.

This course is designed to transform your Treatment Coordinator into a case-closing powerhouse. Over the course of 6 CE hours, they’ll master the skills needed to handle financial discussions, present treatment confidently, guide patients through objections, and ensure treatment gets scheduled and done—especially those big cases that make or break your numbers.

Whether your current coordinator is new or experienced, this course provides the structure, strategy, and tools to increase treatment acceptance, drive production, and keep patients on track.

What They'll Learn

• Communicate & Present Treatment Like a Pro
Smooth handoffs, effective discussions, and personalized presentations that resonate with every patient—especially when high-ticket treatment plans are on the line.

• Navigate Insurance with Confidence
From CDT codes to benefits and fee schedules—learn how to explain and maximize insurance without confusion.

• Build Smart Financial Arrangements
Confidently work with copays, in-house plans, and third-party financing to present large-case treatment in a way patients can say yes to.

• Own the Organizational Side
Track outstanding treatment, re-engage patients, coordinate with the team, and ensure no one slips through the cracks.

Course Objectives

6 CE Hours

This isn’t just about closing more cases—it’s about getting big treatment plans accepted and paid for. Give your Treatment Coordinator the training to turn intention into completion and diagnosis into production.