Course curriculum

  • 1

    Chapter 1: Setting up for Success

    • Section 1: Why Do You Need a Different New Patient Process?

    • Section 2: The Foundation of the Practice

    • Section 3: Course Structure and How To Succeed

    • PDF Course Syllabus

    • Chapter 1 Review Sheet

  • 2

    Chapter 2: New Patient Intro Skills and Systems

    • Section 1: The Dental Physical Explanation

    • Section 2: The Dental Physical Worksheet

    • The Dental Physical Worksheet PDF

    • Section 3: The New Patient Tour

    • New Patient Tour PDF

    • Section 4: New Patient Interview

    • New Patient Interview PDF

    • Section 5: Live NP interview Video

    • Chapter 2 Review Sheet

  • 3

    Chapter 3: New Patient Dental Physical Skills and Systems

    • Section 1: NP Exam Data Gathering

    • Section 2: Data Gathering Training

    • Equipment and Supplies for Data Gathering PDF

    • Diagnostic Reference Ranges PDF

    • Section 3: A live Wellness Exam

    • Section 4: Heart Rate Variability Testing

    • Section 5: A live HRV test

    • Section 6: Intraoral Exam

    • Section 7: A live Intra-Oral Exam

    • Section 8: Xrays and CT

    • Section 9: What to look for on a CT Scan

    • Live video on how to read and diagnose from a CT scan

    • Section 10: Putting the pieces together

    • New Patient Evaluation Form

    • Live Video showing the process for a Virtual Consult

    • Chapter 3 Review Sheet

  • 4

    Chapter 4: Product and Equipment Recommendations

    • Section 1: Essential purchases and optional purchases

    • Product and Equipment PDF

    • Chapter 4 Review Sheet

  • 5

    Chapter 5: Patient Management Skills and Systems

    • Section 1: Why This is the Most Important Part

    • Section 1b: Front Office Training

    • Section 2: The New Patient Phone call

    • The NP Phone Call Sheet PDF

    • NP Appointment Fees

    • Section 3: How to track New Patients

    • Tracking Sheet

    • Section 4: NP next contact and forms

    • PDF's of the NP forms

    • PDF's of the NP forms

    • PDF's of the NP forms

    • PDF's of the NP forms

    • PDF's of the NP forms

    • Section 5: The Care Coordinator to Doctor Handoff

    • Section 6: Getting past objections and to scheduling and saying yes

    • Section 7: Live New Patient Exam video

    • Ideas for "Homework" PDF

    • Section 8: New Patient Information Booklet

    • Chapter 5 Review Sheet

  • 6

    Chapter 6: Patient Management Skills and Systems - After the Exam

    • Section 1: Finishing the Appointment and Preparing for the Planning Appointment

    • Section 2: Live Patient Video of the end of the appointment

    • Section 3: Presenting the Finances

    • Section 4: The Planning Appointment

    • Planning Appointment Worksheet PDF

    • Section 5: Basic Supplements and Pre-Surgical Preparation

    • Basic Supplement list and links

    • Section 6: How to Schedule These Large treatment Plans

    • Chapter 6 Review Sheet

  • 7

    Chapter 7: Team Training for the New Patient Appointment

    • Section 1: Who does the New Patient Appointment?

    • Section 2: The Care Coordinator

    • Training Tiers PDF

    • Section 3: Financial Training

    • Chapter 7 Review Sheet

  • 8

    Chapter 8: Marketing

    • Section 1: How you can increase your New Patient Numbers

    • Social Media Marketing PDF

    • Examples of Doctor referral gifts PDF

    • Examples of Doctor referral gifts Picture

    • Chapter 8 Review Sheet

  • 9

    Chapter 9: Documentation and Patient Information

    • Section 1: Which documents will you need

    • NP phone call sheet

    • NP tracker

    • Dental Physical Worksheet

    • New Patient Medical History Forms

    • Financial Arrangement Form

    • Radiograph Refusal Form

    • New Patient Evaluation Form

  • 10

    Chapter 10: Conclusion

    • Conclusion

    • Module 2 Kickoff Phone Call