Home / Education and Events / Education / Dental Team Summit / Dental Team Summit in San Ramon
A full-day event for you and your team to shape your practice and accelerate productivity.
Location: San Ramon Marriott
Date: Friday, October 11, 2024
Format: Full-day, interactive event; 8:30 a.m. – 4:30 p.m.
C.E.: Up to 5 C.E. units per licensed attendee
Jenell Bell
Associate Analyst, CDA
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
Amrita Patel, DDS
Educator, Author, and Multi-Practice Owner
Ashley Reich, RDA
Workforce Development Program Specialist, CDA
Jennifer Tyson
President, Fortune Management
Jill Hasselmann
HR for Health
Amy Spaulding
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.
Build Effective Budgets and Manage Overhead
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
Better analyze finances, create budgeting templates and monitor overhead to increase practice profitability. Engage in group activities and discussions to learn how to develop budgets, understand fixed and variable expenses, interpret financial reports and identify potential budget shortfalls. Through this highly interactive and practical session, build skills essential for financial management and decision-making.
Learning Outcomes:
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 Consistent Diagnostics and Terminology
Target audience: All dental office team members
Increased understanding during case presentation leads to more acceptance. Improve communication with patients by using standardized imaging, diagnostics and clinical terms. And quality output from diagnostic tools and accurate documentation also play critical roles in each patient’s record. See how consistency supports success.
Learning Outcomes:
Build Retention in 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 to care for your patients 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 everyone. Use an HR framework to build clear, consistent policies that ensure all team members are providing exceptional patient care.
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.)
Using Key Performance Indicators
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
Key performance indicators (KPIs) are essential for assessing the health and success of a dental practice. Learn how to monitor specific KPIs to better understand your dental practice’s performance.
Learning Outcomes:
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:
Patient Records Best Practices
Target audience: All dental office team members
Patient records contain more than just medical history and treatment plans. Each team member who accesses a patient chart must ensure the dentist has a complete, accurate and comprehensive record for every patient. Learn proven practices for documenting patient charts and the responsibilities of each team member.
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.
The San Ramon Marriott offers room reservations at a rate of $169 + tax per night. Reservations must be accompanied by a first night room deposit or guaranteed with a major credit card. Cancellations must be received by September 20, 2024.A link to the hotel group room block will be emailed to you after you register for this event, reservations are on a first come, first served basis.
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.
Parking: Hourly: $4/hour
Daily: $14/day
Breakfast and lunch are included in the event registration fee. Look for the question “Do you have any dietary restriction*” when you register yourself and your team members or 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.