Treatment Presentations, Systems and Patient Care
Empower your team to master the entire patient experience, from the first call to case completion. Dive into essential areas like seamless new patient intake, impactful treatment communication, and efficient case tracking through scheduling, payments, and pre-blocking.
Already a Seay Within Member?
Log in to purchase.
Focused on boosting organization, efficiency, and patient satisfaction, this course—comprised of three sessions—equips your team with the tools to optimize every step of the process. By applying these proven strategies, you’ll elevate case management, increase treatment acceptance, and enhance overall patient care.
On-Demand Price: $977.00
Instructors: Dr. Amanda Seay with front office team members Jenna and Mandi
Already a Seay Within Member?
Log in to purchase.
Session Details:
SESSION #1: NEW PATIENT EXPERIENCE (NPE)
Phone Intake, Call Sheet, and Scheduling Consultations
NPE Templates & Scripts Included
Length: 1 hour and 40 minutes
A seamless and professional patient intake process is essential for providing an exceptional experience. This session covers the best practices for handling new patient inquiries, scheduling, and lead tracking.
Key Components:
-
New Patient Line vs. Existing Patient Line: Dedicated phone lines for streamlined communication.
-
New Patient Call Sheet: A structured approach to gathering patient information.
-
New Patient Appointments: Options include a Cosmetic Consultation or a Comprehensive Exam, with or without a Prophylaxis.
-
New Patient Leads Management (via CMM): Utilizing Jot Form, Facebook, Instagram, and Google to track and manage leads effectively with your Marketing Team.
SESSION #2: TREATMENT PRESENTATION & ACCEPTANCE
Successful Communication for Large Cases
Forms Included
Length: 2 hours
A well-structured treatment presentation ensures clarity and increases case acceptance. This session outlines a step-by-step approach to presenting and finalizing treatment plans for each appointment:
Day of Comprehensive Exam
Day of Records / Case Acceptance
Pre-Operative Appointment
Prep Appointment
Provisional Approval Appointment
Seat Appointment
Case Completion & Patient Celebration
SESSION #3: CASE TRACKING
Scheduling, Payments, and Pre-Blocking
Length: 60 minutes
Learn a streamlined framework for managing cosmetic and comprehensive cases from start to finish. See how to implement a clear financial policy that secures payment before treatment begins and supports efficient scheduling.
This session also includes practical scheduling strategies to coordinate with the lab, manage records and wax-up return dates, plan provisional approval and final delivery, and organize appointments around lab timelines and doctor availability. Team will also learn how to use schedule holds and pre-blocks to keep cases on track.
Get the tools and systems needed to execute cases with confidence—including patient folders and a cosmetic case spreadsheet—that ensure predictable, smooth workflows for every case.