Dental Team Summit in Santa Clara

Registration begins at 7:30 a.m.

Breakfast will be served from 8:30 – 9:00 a.m.

Kick off the day on a positive note and set the stage for a productive summit! The welcome session at our all-day dental team event is the perfect start to a day of interactive learning. Join a fun morning that includes registration time, breakfast, and an overview of the day s activities for all participants. Plus, hear an energizing keynote to set the tone for the day s learning. Settle in, connect with colleagues and get ready for a day of role-specific breakout sessions.

Speaker: Brian Des Roches
Target audience: All dental office team members

In the demanding world of dentistry, personal development and patient care are deeply interconnected. This transformative session explores how self-improvement and mental wellness directly translate to enhanced professional performance and patient experiences. We’ll uncover the powerful link between individual growth, professional satisfaction and exceptional dental care.

Participants will discover how cultivating a mindset of continuous learning and personal development can:

• Elevate clinical skills
• Improve patient interactions
• Boost professional confidence
• Create a more meaningful and impactful dental practice

Learning Outcomes:

• Identify and cultivate personal inspirations that drive excellence in patient care.
• Develop strategies to transform small, positive actions into significant improvements in patient outcomes and experience.
• Implement an aspirational mindset in daily practice to enhance team collaboration and patient engagement.

CE: CORE

The Dental Plan Exit: Data-Driven Strategies for Going Out of Network
Speaker: Matt Nelson & Ben Tuinei
Target audience: Office managers and dentists

Considering eliminating a dental plan contract from your practice? Learn how to analyze your metrics to make an informed decision regarding your network status with dental plans. Learn how to successfully communicate a status change with your team and with your patients if you choose to exit a dental plan contract.

Learning Outcomes:

• Learn key metrics to measure how dental plans impact your practice and your patients.
• Evaluate your practice, your team and your affected patient base to determine if you’re ready for a dental plan exit.
• Learn and practice the necessary steps to maximize patient retention during the exit process.

CE: 20%
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Dentistry 101: A Comprehensive Guide to Working in a Dental Practice
Speaker: Ashley Reich
Target audience: All attendees that are new to dentistry and dental practices.

This session provides a comprehensive overview for newcomers to the dental field. Participants will explore motivations for entering dentistry, various roles within a practice and the importance of team dynamics. The session covers typical dental procedures, specialties and patient records management. Through interactive activities and discussions, attendees will gain insights into patient care, customer service and the structure of organized dentistry. This course offers a solid foundation for understanding the diverse aspects of a dental practice and the critical role each team member plays in patient care and practice success.

Learning Outcomes:

• Identify key roles and responsibilities within a dental practice.
• Understand the importance of patient care and team dynamics.
• Learn common dental terms, procedures and the importance of keeping accurate patient records.

CE: 20%
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Connect and Collaborate with Patients Using Transformational Listening
Speaker: Brian Des Roches
Target audience: All dental office team members

Listening to patients is essential for them to feel their oral care and dental health is important to you. But how can you listen in a way that they also feel connected to your message and open to collaborating with you to create a healthy dental future? This requires an innovative approach called transformational listening.

Transformational listening creates the experience in which speaker and listener share a sense of connection and collaboration to create a shared outcome. It begins with recognizing what impedes this and then implementing the four skills associated with this innovative approach.

Learning Outcomes:

• Describe seven primary active listening skills, the five hindrances to their effectiveness and how to overcome them.
• Learn how transformational listening can help you connect and collaborate with patients in creating a healthy dental future for them.
• Describe and apply the four basic skills of transformational listening.

CE: CORE
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Taming the Beast that is HIPAA Documentation
Speakers: Teresa Pichay, Jenell Bell
Target audience: All dental office team members

Discover the critical importance of HIPAA documentation in this interactive session. Learn why proper documentation is essential for proving compliance and protecting your practice. Go beyond the basics and dive into the heart of HIPAA requirements. Initiate a risk analysis, the most requested document by HIPAA investigators, and identify key elements for your policies and procedures. Through hands-on exercises, you’ll make significant progress in creating comprehensive HIPAA documentation tailored to your dental practice. Leave with practical tools to enhance your compliance efforts and confidently face potential audits.

Learning Outcomes:

• Understand HIPAA documentation requirements and their importance in compliance.
• Conduct a risk analysis to identify potential vulnerabilities in patient information handling.
• Develop essential policies and procedures for effective HIPAA compliance in your practice.

CE: CORE
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Front Admin: You Can Effectively Lead, Strengthen and Unite Your Team
Speaker: Denise Williams-Jones, RDA
Target audience: Front office administrators and emerging

Leaders amongst leaders. What does it take to make this happen? Learn successful tips and strategies to use daily to encourage a strong collaboration between front and back office. Elevate effective communication skills for an improved daily environment and real connection with the team.

Learning Outcomes:

• Learn to unify fellow team members through proven techniques and skills
• Foster an enhanced working environment within the dental office
• Create a “Team Centered” culture

CE: 20%

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.)

The Dental Plan Exit: Data-Driven Strategies for Going Out of Network Dental
Speaker: Matt Nelson & Ben Tuinei
Target audience: Office managers and dentists

Considering eliminating a dental plan contract from your practice? Learn how to analyze your metrics to make an informed decision regarding your network status with dental plans. Learn how to successfully communicate a status change with your team and with your patients if you choose to exit a dental plan contract.

Learning Outcomes:

• Learn key metrics to measure how dental plans impact your practice and your patients.
• Evaluate your practice, your team and your affected patient base to determine if you’re ready for a dental plan exit.
• Learn and practice the necessary steps to maximize patient retention during the exit process.

CE: 20%
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Exploring Dental Plans: Strategies for Success and Enhanced Patient Experience
Speakers: Lisa Greer, Miguel Mariona
Target audience: Current and future practice owners, front office administration and office managers.

Dive into the world of dental billing in this interactive session. Learn to navigate dental plans, verify eligibility and code accurately to ensure patients receive coverage for treatment. Understand common claims issues and develop strategies for successful appeals. Improve practice efficiency and gain the confidence to guide patients through dental plan complexities, ultimately supporting their oral health needs.

Learning Outcomes:

• Understand various dental plan types and their impact on billing practices and patient care.
• Identify common claim pitfalls and develop effective appeal strategies.
• Develop skills to prepare and submit successful appeals for denied claims.

CE: 20%
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Mastering the Art of Dental Patient Communication: 6 Essential Skills
Speaker: Brian Des Roches
Target audience: All office dental team members

Effective communication is the cornerstone of successful dental practice, enabling you to engage, inform and guide patients towards optimal oral health decisions. This course unveils six critical skill sets that will transform your patient interactions, helping you capture attention, build trust and influence positive outcomes. Learn how to create meaningful connections that empower patients to make informed choices about their dental health.

This interactive course will equip you with practical strategies to optimize communication, ultimately leading to improved patient satisfaction and better oral health outcomes.

Learning Outcomes:

• Identify and prioritize the six key skill sets for impactful patient communication.
• Apply the triad of effective communication to enhance patient engagement, learning, and decision-making.
• Master the art of asking curious questions to demonstrate genuine interest and foster patient-centered care.

CE: CORE
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Streamline & Shine: Optimizing Inventory and Equipment Management
Speaker: Ashley Reich
Target audience: Current and future practice owners and back office

This interactive session provides practical tools for you to streamline inventory and equipment management in your practice. Learn how to reduce costs and improve overall efficiency. Discover essential strategies to organize supplies effectively, implement best ordering practices and optimize budgeting. Explore OSHA requirements for equipment maintenance, understand the impact of proper care and develop actionable plans for assigning responsibilities.

Learning Outcomes:

• Execute effective inventory management strategies to reduce waste and streamline ordering.
• Understand OSHA requirements for equipment maintenance to ensure compliance and safety.
• Assign clear roles for inventory and equipment oversight to enhance team accountability and efficiency.

CE: 20%
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System Implementation Is the Key to Practice Growth
Speaker: Denise Williams-Jones, RDA
Target audience: Current and future practice owners and front office administration

Implementing the proper systems will allow your office to have a smooth flow and a more productive schedule. Without systems the office runs in chaos. Your outcomes will be unpredictable because you will do things differently every time. Learn practical tools to create systems with your team to facilitate order and growth within the practice.

Learning Outcomes:

• Recognize the value of creating tailored systems for the dental office
• Structure the team to start the implementation process
• Set the techniques in motion

CE: 20%

End the day on a high note. Come together to review and share your learning from the day and discuss action plans with your team. Identify and apply best practices to enhance office procedures, productivity and, ultimately, patient care. Our lineup of speakers and experts will be on-hand to answer questions and provide guidance during this quick brainstorming session. Don’t miss this opportunity to collaborate with your colleagues and take your practice to the next level!

CE: N/A