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Beyond the Drill: Mastering Treatment Presentations, Systems and Patient Care

View & Download Forms

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​Session #1 New Patient Experience

Watch Recording

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Session #2 Treatment Presentation & Case Acceptance

Monday, April 28th at 8:00 PM EST

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Session #3 Case Tracking

Tuesday, May 27th at 8:00 PM EST​​

Form Downloads

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Consultation

Letter

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Financial

Policy

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New Patient

Call Sheet

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New Patient Call Sheet with Verbiage

Forms

SESSION #1: NEW PATIENT EXPERIENCE (NPE)
Phone Intake, Call Sheet, and Scheduling Consultations 

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.

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After watching the recording (if you didn't attend the live session), take the quiz and earn CE. 

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Take me to the quiz.

Session One
Session Two

SESSION #2: TREATMENT PRESENTATION & CASE ACCEPTANCE

Successful Communication for Large Cases

Monday, April 28th at 8:00 PM EST

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.
 

SESSION #3: CASE TRACKING

Scheduling, Payments, and Pre-Blocking

Tuesday, May 27th at 8:00 PM EST

Proper scheduling and financial management are critical to the success of treatment execution. This session outlines procedures to ensure efficiency and organization.​

Session Three

Questions? Email support@seaywithin.com

Session One Quiz

Session One Quiz

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What is the purpose of the new patient call sheet?

  • a) To collect insurance information only

  • b) To track how many new patients visit the practice each month

  • c) To ensure the patient arrives on time

  • d) To help the team connect with the patient by gathering engagement notes before their visit

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Why is it important not to start a new patient call with transactional information like name, date of birth, and email?

  • a) It is not required for the appointment

  • b) It does not help build rapport with the patient

  • c) It takes too much time

  • d) It is already available in the system

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Why is it important to track doctor preference and scheduled provider separately?

  • a) To ensure the patient gets scheduled with their preferred doctor regardless of availability

  • b) To reduce the number of new patients coming in

  • c) To allow flexibility in scheduling while maintaining clear communication

  • d) To increase the cost of consultations

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How do AI systems, such as Diagnocat, assist in the new patient exam process?

  • a) It automatically generates treatment plans for the doctor

  • b) It replaces the need for CBCT scans and diagnostic tools

  • c) It analyzes CBCT scans, identifies potential issues, and provides probability scores

  • d) It allows patients to diagnose their own dental conditions

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What is one key strategy used to stay on schedule when managing new patient exams?

  • a) Completing the entire exam after the cleaning is finished.

  • b) Having hygienists notify the team as soon as diagnostics are done.

  • c) Avoiding interruptions by scheduling exams only at the end of the day.

  • d) Only seeing new patients on days without major procedures.

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Submit answers to support@seaywithin.com

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