PACE Nationally Approved CE Credits
Treatment Coordinator Training
Build a confident TC role that supports doctors and closes care ethically
Course Description & Objectives
Treatment coordinators are the bridge between clinical diagnosis and scheduled care. This course trains coordinators to understand orthodontic and restorative terminology, organize case folders, facilitate financial conversations, and maintain momentum when patients need time to decide.
Participants learn the daily rhythms of a high-volume TC: morning huddles, same-day consult support, insurance pre-authorizations, contract preparation, and structured follow-up that respects patient autonomy.
Key Curriculum Highlights
- TC daily checklist, consult room setup guide, and financial worksheet templates
- Role-play scenarios for insurance limitations and extended decision timelines
- Metrics coordinators should review weekly with the practice owner
- Certificate of completion for HR files and performance reviews
Detailed Syllabus & Sessions
Module 1
Clinical Literacy for Coordinators
- Malocclusion basics, appliance types, and timeline language patients understand
- Reading panoramic images and photos at a coordinator level for case organization
- Documenting doctor recommendations accurately in the practice management system
- Recognizing when to escalate clinical questions back to the dentist
Module 2
Consultation Support & Financial Navigation
- Preparing visual aids, payment options, and insurance estimates before the consult
- Active listening cues during the doctor presentation without interrupting clinical flow
- Handling third-party financing applications and in-house payment plans compliantly
- Creating follow-up tasks with due dates instead of open-ended “call us” endings
Module 3
Pipeline Management & Team Accountability
- Consult pending boards, aging leads, and weekly conversion meetings
- CRM or spreadsheet tracking when advanced software is not available
- Collaboration scripts for assistants, hygienists, and doctors reinforcing TC messaging
- Professional boundaries: empathy without over-promising clinical outcomes
Tuition & Registration
Tuition + 13% HST
Duration3-Day Immersive + Shadowing Resources
FormatIn-Person Role-Play Labs & Workflow Design
InstructorSamantha Watkins
EligibilityTreatment Coordinators, Office Managers, Patient Care Advocates
*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.