Home / Education and Events / Education / Dental Team Summit / Dental Team Summit in Anaheim
Dates and details for 2025 events coming soon.
Location: Anaheim, CA during CDA Presents
Date: Friday, May 17, 2024
Format: Full-day, interactive event; 8 a.m. – 4 p.m.
C.E.: Up to 4 C.E. units per licensed attendee
Cost: $199 person plus applicable CDA Presents registration fees for non-members
Katie Fornelli
Director, Early Career Dentist Engagement, CDA
Lisa Greer
Dental Benefits Analyst, CDA
Laura Nelson
Founder, Front Office Rocks
Matthew Nelson
Practice Management Analyst, CDA
Jennifer Tyson
President, Fortune Management
Jill Hasselmann
HR for Health
Penny Reed
eAssist
Take a peek at the summit agenda, activities and breakouts.
Kick off the day on a positive note and get ready for a productive summit! The welcome session is a fun introduction to a day of interactive learning, including breakfast, registration time and an energizing keynote. Plus, get an overview of summit activities.
Accurate Dental Billing: Eligibility & Policy Types
Target audience: Office managers, treatment coordinators, dental billers
Gain essential tools to work with dental plan policies and patient eligibility practices. Discover effective methods to reduce surprises and administrative headaches as you learn to effectively navigate the dental plan maze.
Learning Outcomes:
Financial Systems that Increase Collections Efficiency
Target audience: Current and future practice owners, all dental office team members
Improve collections processes by learning how to create a financial policy for your practice, including a targeted process for collections. Also see how to audit patient accounts and dismiss patients while mitigating risk to the practice.
Learning Outcomes:
Create an Inspiring, Engaging Workplace
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
Finding and hiring the right people is time-consuming, costly and exhausting. Once you find productive team members, your goal is retention. As a leader, retain valuable team members by creating a practice that connects, inspires and involves team members.
Learning Outcomes:
Make meaningful connections and enjoy ad hoc learning! At our dynamic lunchtime session, engage with expert speakers and sponsors, network and gather new insights. (Participation is optional; hourly employees are encouraged to use their half-hour break.)
Claims Submission and Managing Denials
Target audience: Office managers, treatment coordinators, dental billers
Mastering claims processing is key to keeping a practice financially sound. Discover best practices to streamline claims management. Avoid the headaches of increased accounts receivable and the time and effort lost fixing mistakes by learning to handle claims accurately and promptly.
Learning Outcomes:
Increase Patient Financial Case Acceptance
Target audience: Current and future practice owners, front office
Increase case acceptance by creating better patient experiences. See how to manage expectations, communicate in a way the patient will understand and overcome case acceptance obstacles. Plus, role-play presenting treatment plans to practice new skills.
Learning Outcomes:
Communication and Conflict Resolution
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
The quality of your professional life is often directly related to the quality of your communication with dental team members and colleagues. Learn how to have meaningful coaching conversations and approach conflicts with confidence. Improve alignment and accountability and enhance practice growth by creating a culture of trust and open communication.
Learning outcomes:
In our final session, the entire team will come together to put new skills into action. This hands-on workshop focuses on planning and strategy, with team collaboration to identify and implement best practices for enhancing office procedures, productivity and patient care. Our speakers and experts will answer questions and offer guidance.
Visit the CDA Presents Attendees page for more information about hotel options.
Bring your confirmation email (printed or mobile) for an easy check-in process. And be prepared to take notes in whatever way you choose.
Dress is business casual.
Visit the CDA Presents Attendees page for more information about parking.
Breakfast and lunch are included in the event registration fee. Look for the questions about any dietary restrictions in follow up emails after registration or email us.
Not yet registered for CDA Presents?
Already registered for CDA Presents and want to add the Summit?
Log in to your CDA Presents dashboard through your confirmation email and then edit your courses. Go to the Dental Summit tab and select all elements to complete event registration.
If you have questions, please email us.
CDA is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
CDA designates each activity for a specified number of C.E. units. These courses meet the Dental Board of California requirements for continuing education units.