• Hiring and Orientation
• Purpose, product and statisitc of the associate:
• Apprenticeship checklist

• Find out what types of patients typically can be predicted to cancel or now show at a high rate.
• What you can do to cut down on NP no shows or cancels. 

• The first thing to do before calling a non-scheduled patient.
• What information to have in front of you when you make the phone call.
• The question to ask that helps patients feel important.
• How to know what their real barrier is to scheduling.
• Who should do calls and who you should NEVER assign the calls to.
• The vitally important action you should take when the patients are in your office to increase scheduling success.

• The first item to review before communicating with your patient.
• What to say in the first moments of the patient conversation .
• Three important keys to help guarantee scheduling success with unscheduled patients.
• What you should do during their appointment to help assure they’re consistent with their dental treatment. 

• The recommended starting point percentage for calculations.
• Real-world examples outlined in spreadsheet format for easy application.
• Why use profit-sharing instead of a bonus system.
• How profit sharing allocation flows to each staff member.
• The CAUTION to observe when implementing this system.
• The “vital targets” to follow as a step-by-step guide.

Help hygiene production by staying on track and provide satisfying patient appointments.

• What should a hygienist show a patient?
• When pointing out tooth or mouth issues, what should the hygienist tell the patient?
• How should the hygienist explain problems to their patient?
• What can the hygienist say when a patient asks about different treatments?
• When asking a patient to do something what should the hygienist preface their request with? Follow it with?

• The preliminary step to assure legal compliance and accuracy.
• Where being “5 minutes early” sets the tone for the day.
• What information the staff should be encouraged to share during the morning huddle.
• The one area where you should never be “sloppy or rushed.”
• The two important “asks” for your Accounts Manager and Collections Manager.

Tasks that help your Scheduling Coordinator enjoy their work and productivity.

• The first task of the day that keeps them informed.
• The health conscious reminder when confirming patients for the next day.
• What to “group” for the day that is not scheduled.
• The action to take before certain patients are confirmed.

• What should be turned “off” at close of day?
• Who should be notified of any missing lab cases?
• The way to assure that lab prescriptions are accurate for the next day’s schedule.

Help your dental patients fully maximize (and not waste) their dental insurance benefits.

• Tactful wording to remind your patients about using their benefits by end of year.
• Increase treatment planning and production.
• Suggested percentage discount to provide incentive for scheduling.

• The first action to take 
• Three simple correction steps 
• How to document

• The mistake many dental practices make that wastes profit.
• How to establish your average expense categories.
• The budget categories you should track.
• Your ultimate goal for establishing and monitoring a dental practice budget.

• Specific wording for handling the “That’s expensive,” objection.
• How to assure that your team members are comfortable with financial conversations.
• What to say when the patient answers, “No!” to a financial option.
• How to talk about credit issues without making your patient uncomfortable.
• Scripts for specific treatment scenarios.

Conduct hassle-free interviews and put your dental employee candidates at ease in the process.

• What to do if you have too many applications and how to prioritize resumes.
• The two important traits to keep in mind during your interviews.
• How to determine if job compatibility is present during the interview.
• What reveals a candidate’s field knowledge.
• The areas you must establish clarity about before making a job offer.

Empower your dental practice treatment coordinator to maintain daily productivity.

• The first daily task that improves communication.
• New patient information that should be entered into the database.
• What all new patients should be encouraged to do.
• The information to obtain from each patient’s insurance company.
• And more…