👉Dentrix In-Person User Meeting👈

Is there finger pointing as to who should be treatment planning?

You’re not alone! I’ve seen this happen time and again. When there’s no clear system outlining who enters the treatment plan, who presents it, and who follows up to get it scheduled, confusion reigns. And when everyone assumes someone else is handling it? No one does.

Suddenly, it’s dumped on the front office at the last minute, in the middle of phone calls and check-outs which creates tension and frustration between the front and back office. This leads to missed opportunities, decreased production, and team burnout.

At this workshop, I'll show you how to fix it. We’ll walk through simple Dentrix workflows that clarify roles, streamline communication, and create a rhythm that helps your team work together 👉not against each other.

Are your patients walking out the door and waiting days (or weeks) for a treatment plan estimate?

Let’s be honest ... sometimes we make things way harder than they need to be. But here’s the truth👉 unless you’re waiting on a pre-auth, there’s absolutely no reason your patient should leave without a treatment estimate in hand. None.

With the right Dentrix setup and a repeatable process, you can deliver treatment plans, simple or complex, before the patient ever leaves the chair. My motto? KISS: Keep It Super Simple. And I’ll show you how.

At this workshop, we’ll walk step-by-step through how to prepare, present, and schedule treatment with confidence. ✔️No more delays. ✔️No more missed opportunities.

Do patients nod along during the consultation ... and then never schedule?

You delivered the diagnosis. The patient seemed on board. But somehow, they walked out without booking and never called back. Sound familiar?

Here’s the reality 👉 a confused patient will always say no. If your team stumbles through financial conversations or can’t confidently explain the treatment plan, patients lose trust and delay scheduling ⌚

Verbal skills matter just as much as clinical skills. When your team has clear, consistent language and knows how to guide the conversation, patients feel informed, understood, and ready to move forward.

In this session, we’ll show you how to use Dentrix to build trust through clear communication, team consistency, and a seamless handoff. Because when your team leads with clarity and confidence, patients say “yes” more often ... and sooner 🙌

Discover Best Practices for Your Treatment Planning Workflow

This isn’t just another course, it’s your opportunity to finally create a treatment planning system that works.

One where every team member ➡️knows their role, ➡️patients leave with clarity, and ➡️schedules fill with confidence.

Come ready to learn and implement real solutions, from preparing and presenting treatment to scheduling it on the spot. Say goodbye 👋to the confusion, delays, and missed revenue. This interactive session is your roadmap to smoother handoffs, stronger case acceptance, and a more profitable, stress-free practice.

Learn Tips For Immediate Results

We’ll show you how a confident, well-aligned team can transform your treatment planning process from inconsistent to streamlined.

Imagine patients walking out with a clear plan, fewer delays in scheduling, and a team that knows exactly what to say 🗣️ and when to say it.

From the first conversation to the final appointment booked, you’ll learn how to refine your daily, weekly, and monthly routines for treatment planning success 🎯

Get ready to boost case acceptance, reduce dropped balls, and finally take control of your schedule and profitability.

Get Access to all the Good Stuff

By the end of this event, you’ll walk away with actionable tools, proven templates, and clear strategies to transform your treatment planning workflow. No more guessing, no more gaps ➡️just a reliable system your entire team can follow with confidence.

Plus, you’ll join a supportive network of Dentrix users who are all focused on one thing: creating consistency, boosting case acceptance, and making the treatment planning workflow easier for everyone 🙌

The path to clarity, consistency, and more “yes” starts here!