Dental Treatment Coordinator Training Course Outline
Treatment Coordinator Course Training Video: Asking the patient to pay.
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The treatment coordinator training videos in this series will address each of your front office responsibilities while you help the patient navigate their concerns, such as insurance, payment, or scheduling conflicts, as they make the decision to move forward with the work that will keep them healthy. In addition, we will look closely at the responsibility that comes with being the face of the office to the patient, the confidence you must have and the extensive knowledge of office policies and procedures that is required to do your job well while prioritizing the patient’s health.
Module 1 | Consultations |
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Unit 1 | Purpose of the Treatment Coordinator (8:57) |
Unit 2 | What Doctors Look for in a Treatment Plan Coordinator (7:01) |
Unit 3 | The Importance of Consultations (6:35) |
Unit 4 | How to do Consultations Chairside (7:46) |
Unit 5 | Handling Patient Questions in Consultations (6:37) |
Unit 6 | Can't It Wait? (5:49) |
Module 2 | Treatment Planning |
Unit 1 | Preparing for a Consultation/Treatment Plan Presentation (7:27) |
Unit 2 | Treatment Coordinator Helping With Questions In Consult (6:23) |
Unit 3 | Helping Patients From First Call to Treatment Presentation (7:29) |
Unit 4 | Dealing With a Patient Who Wants to do "Partial Treatment" (6:29) |
Module 3 | Discussing Money |
Unit 1 | Asking the Patient to Pay (5:11) |
Unit 2 | Being Prepared to Collect A Patient Balance (3:56) |
Unit 3 | Emergency Appointment – Discussing Money Prior to Treatment (5:59) |
Unit 4 | Getting Patients Closed for Treatment & Finances (5:57) |
Module 4 | Patient Acceptance |
Unit 1 | Patients Need to Understand Their Treatment Plan (8:01) |
Unit 2 | Why Front Desk Consults Don't Work (8:01) |
Unit 3 | Case Acceptance Interview with Doctors (8:31) |
Unit 4 | Post OP Calls (3:17) |
Module 5 | Insurance Discussion |
Unit 1 | Calculating Dental Insurance Benefits (8:40) |
Unit 2 | I Am Only Doing What The Insurance Covers (7:44) |
Unit 3 | How to Handle The "Insurance Focused" Patient (7:19) |
Unit 4 | Looking Ahead to Avoid Insurance Issues (11:29) |
Unit 5 | Communicating with Patients about Insurance and Financial Obligations (12:25) |
Module 6 | Unscheduled Treatment |
Unit 1 | Outstanding Treatment Plan Meeting (5:15) |
Unit 2 | Follow up Treatment Plan Calls (4:30) |
Unit 3 | Following Up on Unscheduled Treatment (9:20) |
Module 7 | Treatment Coordinator Training Evaluation Survey |
Unit 1 | Treatment Coordinator Training Evaluation Survey Form |