
Beyond the Drill: Mastering Treatment Presentations, Systems and Patient Care
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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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Tuesday, May 27th at 8:00 PM EST​​
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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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.
Questions? Email support@seaywithin.com
Session One Quiz
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What is the purpose of the new patient call sheet?
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a) To collect insurance information only
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b) To track how many new patients visit the practice each month
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c) To ensure the patient arrives on time
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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?
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a) It is not required for the appointment
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b) It does not help build rapport with the patient
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c) It takes too much time
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d) It is already available in the system
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Why is it important to track doctor preference and scheduled provider separately?
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a) To ensure the patient gets scheduled with their preferred doctor regardless of availability
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b) To reduce the number of new patients coming in
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c) To allow flexibility in scheduling while maintaining clear communication
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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?
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a) It automatically generates treatment plans for the doctor
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b) It replaces the need for CBCT scans and diagnostic tools
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c) It analyzes CBCT scans, identifies potential issues, and provides probability scores
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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?
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a) Completing the entire exam after the cleaning is finished.
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b) Having hygienists notify the team as soon as diagnostics are done.
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c) Avoiding interruptions by scheduling exams only at the end of the day.
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d) Only seeing new patients on days without major procedures.
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Submit answers to support@seaywithin.com