Treatment Coordinator Training Course
Complete job training for the position of Treatment Coordinator
Watch Promo
You can’t do any dentistry if the patients don’t accept it and pay for it. Your ability to get cases accepted is what determines the ceiling of your practice. Recent surveys show that the average practice has outstanding treatment in 60% of it’s charts—that’s a lot of treatment that’s not being accepted!
This is where the Treatment Coordinator comes in. Your business (and income) will go up and down depending on the skills of the Treatment Coordinator.
And more than any other front office position, the Treatment Coordinator needs to be very good at their job in to make it a viable position.
Objectives:
Communication & Case Acceptance:
- Handle the financial discussion smoothly
- Do the perfect “hand off” from the Doctor to the Treatment Coordinator when presenting a treatment plan
- Help patients see the need for their treatment plan
- Overcome barriers or objections to accepting and paying for treatment
- Review options so the patient opts for the ideal treatment plan for them
- Understand the different types of patients and personalities—and the best approach for each one
- Complete the financial discussion and scheduling so that patients show up and pay for their treatment
Insurance:
- Understand dental insurance and how it works
- Estimate benefits
- Maximize insurance benefits
- Work with different fee schedules
- Deal with all the ins-and-outs of different insurances
Patient finances:
- Collect copayments for small cases
- Make financial arrangements for medium and large cases
- Work with payment options including prepayment, in-house payment plans and third-party financing
Organizational:
- Take responsibility for the whole patient base to ensure everyone gets the treatment they need to get fully healthy
- Get patients with outstanding treatment back in and completed
- Analyze metrics relevant to their job
- Manage their time
- Monitor and be in control of the practice’s income
- Coordinate with the other team members to ensure no patient “slips through the cracks”
6 CE Hours
Course Curriculum
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StartTreatment Coordinator Course Introduction (3:36)
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StartWhat is the Treatment Coordinator? (7:25)
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StartDuties and Responsibilities (7:01)
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StartPreparing to do a Treatment Presentation (12:44)
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StartFive Most Common Types of Sales (7:26)
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StartThe New Patient Sale (13:08)
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StartYour New Patient Intake Form (2:07)
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StartPresenting Treatment With or Without the Doctor (10:06)
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StartWhere to Present Treatment (3:32)
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StartKeeping Notes (6:49)
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StartThe Turnover/Handoff (12:55)
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StartDEMO: Doctor Handoff (4:38)
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StartIf the Patient tries to Change the Treatment Plan (5:32)
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StartDEMO: Patient Wants to Change the Treatment Plan (12:31)
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StartIf the Patient No Longer Wants the Treatment (4:20)
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StartDEMO: Patient No Longer Wants the Treatment (4:52)
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StartThe 5 Most Common Objections (2:10)
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StartDEMO: Handling the 5 Most Common Objections (30:12)
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StartFinancial Policy (17:10)
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StartDEMO: Making Financial Arrangements with a Patient (13:54)
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StartDRILL: Familiarizing with the Financial Policy in Your Office (3:02)
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StartEnsuring the Patient Starts Treatment (5:43)
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StartWhen the Patient Doesn't Have Enough Time (6:43)
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StartDEMO: What to Do If the Patient Runs Out of Time (4:53)
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StartIf the Patient Doesn't Close (4:17)
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StartRude Patients (4:55)
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StartDEMO: Handling a Rude Patient (11:41)
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StartPreventing and Handling "Backouts" (10:20)
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StartDifference Between Financial Coordinator & Treatment Coordinator (4:55)
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StartSetting Quotas (4:12)
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StartAchieving Your Quotas (7:44)
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StartYour Top Sales Opportunities (7:14)
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StartDesigning the Schedule (5:46)
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StartDEMO: Scheduling a Recall Visit (5:02)
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StartDEMO: Scheduling a Consult (6:13)
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StartDEMO: Scheduling Family & Friends (6:58)
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StartYour Role in the Morning Production Meeting (9:37)
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StartLineups (3:16)
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StartLost Income - Follow ups (6:41)
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StartPreauthorizations/Predeterminations (5:03)
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StartDEMO: Handling a Predetermination Request (9:36)
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StartContact with Existing Patients (3:24)
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StartCoordination with the Insurance Coordinator (4:02)
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StartManaging Your Time (2:42)
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StartYour Statistics (10:55)
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StartGrowth of your Position (3:37)
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StartKeeping Yourself Happy (8:16)
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StartFinal Lesson - Pointers to Succeed (1:33)
Your Instructor
Deputy COO, MGE | Industry-Leading Practice Management Expert
With over 25 years in the industry, Sabri Blumberg is one of the most respected and results-driven practice management experts in dentistry. She has personally managed multiple high-performing practices and is MGE’s top technical executive, overseeing all client training and consulting.
As Deputy Chief Operating Officer at MGE, Sabri has coached thousands of dentists and office managers across the US and Canada—helping them achieve an average growth rate of 232% over five years. Her expertise spans business strategy, financial analysis, operations, and leadership development.
Beyond her consulting success, Sabri is a renowned speaker and educator, featured in multiple DDS Success courses, including the Treatment Coordinator Training Course and Practice Jumpstart. Her ability to diagnose practice inefficiencies, provide tailored solutions, and create sustainable, long-term growth sets her apart as a true industry leader.
Her approach is simple: empower practice owners and office managers to become their own consultants—giving them the skills, knowledge, and confidence to take full control of their practice’s success.