PACE Nationally Approved CE Credits
Orthodontic Consultation Module (On Demand)
Master the art and science of patient consultations, case acceptance, and ethical consent

Course Description & Objectives
An on-demand training module focusing on patient communication, diagnostic presentation, ethical treatment recommendations, and practice workflow for orthodontic patients.
Converting orthodontic inquiries into committed cases requires clear communication, visual treatment simulators, realistic expectations, and transparent financial options. This module breaks down the exact consultation protocols used in premier dental practices.
Key Curriculum Highlights
- Downloadable consultation scripts, consent forms, and patient agreement templates
- Co-presented by Academic Institute Manager Samantha Watkins (33+ years dental experience)
- Techniques for ethical case presentation without high-pressure sales tactics
- Immediate lifetime access with self-paced video lessons and quiz assessments
Detailed Syllabus & Sessions
Session 1
The Modern Orthodontic Consultation Flow
- The 4-step consultation structure: Listen, Discover, Co-Diagnose, Present
- Using intraoral photography and digital scanners to build patient awareness
- Communicating orthodontic risks, limitations, and specialist boundaries
- Comprehensive informed consent legal essentials in Ontario and Canada
Session 2
Financial Arrangements & Treatment Coordination
- Structuring flexible in-house financing and third-party options
- Insurance pre-determinations and billing codes for orthodontics
- Follow-up sequences for patients thinking it over
- Overcoming common objections regarding treatment time, discomfort, and cost
Tuition & Registration
On-Demand Access Tuition
DurationSelf-Paced / On-Demand Access
FormatOnline Digital Module + Resource Templates
InstructorDr. Ramesh Agrawal & Samantha Watkins
EligibilityGeneral Dentists, Office Managers, Treatment Coordinators
*Cancellation refunds issued if received in writing 2 weeks prior to start date. Payment instructions sent upon registration confirmation.

Dr. Ramesh Agrawal
BDS, MDS, NDEB Certified
Registered general dentist with RCDSO offering case-based clinical orthodontic guidance and evidence-informed decision-making.

