PACE Approved FAGD/MAGD Credit (Provider ID# 429021)
Treatment Presentation & Case Acceptance
Present complex care with clarity, visuals, and ethical urgency
Course Description & Objectives
Case acceptance rises when patients co-diagnose their condition and understand the consequences of deferring care. This program teaches structured presentation frameworks, visual storytelling with intraoral photography, and objection handling that preserves trust.
Drawing from decades of orthodontic consultation experience at Ortho Pursuit Academy, doctors and coordinators practice the Listen–Discover–Co-Diagnose–Present model with real case photos and fee scenarios.
Key Curriculum Highlights
- Consultation slide deck framework adaptable to your brand
- Objection handling crib sheet for front desk and TC teams
- Sample informed consent addenda for orthodontic and aligner therapies
- Case acceptance scorecard template for monthly leadership reviews
Detailed Syllabus & Sessions
Session 1
Diagnostic Storytelling
- Using extraoral and intraoral photos to build problem awareness before quoting fees
- Explaining skeletal versus dental components without jargon overload
- Aligning treatment options with patient values: aesthetics, function, timeline, budget
- Documenting informed consent talking points for aligners, fixed appliances, and adjunctive care
Session 2
Fees, Financing & Decision Support
- Presenting investment ranges with confidence and avoiding discount-first habits
- Third-party financing, deposit structures, and cancellation policy alignment
- Partner or parent involvement: when to invite stakeholders into the conversation
- Ethical urgency: highlighting health risks without fear-based selling
Session 3
Objections, Follow-Up & Measurement
- Responses to “I need to think about it,” comparison shopping, and insurance caps
- 48-hour, 7-day, and 30-day follow-up sequences with varied media (call, text, video)
- Tracking consult-to-start ratios by provider, coordinator, and lead source
- Team huddle rituals that celebrate starts without shaming pending cases
Tuition & Registration
Tuition + 13% HST
Duration2-Day Interactive Seminar
FormatIn-Person with Live Consultation Simulations
InstructorDr. Ramesh Agrawal & Samantha Watkins
EligibilityDentists, Associates, Treatment Coordinators, Practice Owners
*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.