From Chart to Chair: Mastering the Treatment Plan Process for Better Case Acceptance and Workflow Harmony
Course Description:
Case acceptance doesn’t start at the front desk, it starts in the chair. This full-team training dives deep into the treatment planning process by breaking it down into three essential stages: Enter & Organize, Present & Schedule, and Follow Up.
Each team member will walk away with clarity on their role, stronger handoff skills, and strategies for improving patient communication and scheduling. Using Dentrix as the foundation, this course will help your team create a treatment planning system that increases case acceptance, reduces confusion, and builds trust with every patient interaction.
Agenda:
➡️Enter & Organize (Clinical Team Focus)
➡️Present & Schedule (Admin/Treatment Coordinator Focus)
➡️Follow Up (Full Team Focus)
Learning Objectives:
✅Enter and organize treatment plans consistently using Dentrix.
✅Improve team handoffs through better communication and documentation.
✅Present treatment options and financials in a patient-friendly way.
✅Confidently schedule treatment plans while meeting practice production goals.
✅Implement a follow-up workflow that prevents patients from falling through the cracks.
✅Increase case acceptance through teamwork, clarity, and shared responsibility.
Takeaways:
✔️Treatment planning role-specific checklist (clinical/admin)
✔️Clinical-to-admin handoff script
✔️Title/phase naming best practices for Dentrix
✔️Follow-up flowchart and patient tracking guide
✔️Case presentation communication toolkit
✔️Example phrases for overcoming “I need to think about it”
Also check out other Workshops in Des Moines, Meetups in Des Moines.
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