Dental Team Summit in San Ramon

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: 

• Learn how to analyze finances, create budgets and monitor overhead to increase profitability. 
• Determine daily, weekly, monthly and annual reports necessary to maintain operations. 
• Identify potential budget shortfalls and course correct to avoid falling behind.

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:

• Understand different dental plan policies and how they impact your patients, practice and finances.
• Learn the necessary information to verify coverage and benefits quickly and accurately.
• Discover effective strategies to simplify the process of checking patient eligibility.

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:

• Understand importance of a financial policy and collections agency process. Create policies in office.
• Learn what to look for when auditing patient accounts and leave with a helpful reference guide.
• Understand what to review and how to mitigate risks before dismissing a patient.

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:

• Recognize the impact of quality and clarity in imaging and radiographs.
• Discover how leveraging diagnostic tools supports diagnosis and case presentation.
• Develop and use standards for clinical terminology in your practice.

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:

• Learn to be an “employer of choice” and create a workplace culture based on your core values, vision and goals.
• Implement strategies to convey your culture and engage your team to help the practice grow.
• Strengthen and improve systems to hold team members accountable using proven methods.

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:

• Learn the key performance indicators for measuring the health of a practice. 
• Discover how to use KPIs to make decisions impacting your business. 
• Through hands-on practice, see how to review, analyze and create action plans.

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:

• Understand how to accurately complete claim forms and use up-to-date CDT codes.
• Explore different billing scenarios and learn how they are reflected on a claim form.
• Identify the most common claim denials and learn effective strategies for appealing them.

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:

• Create a better patient experience by managing expectations up front.
• Increase case acceptance by identifying patient communication styles and using active listening skills.
• Practice presenting to gain commitment on completing a diagnosed treatment plan.

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:

• Learn best documentation practices to implement for patients’ charts.
• Identify and implement roles and responsibilities for every team member who handles records.
• Foster diagnostic consistency and treatment plan advocacy across team members.

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:

• Learn how to conduct and implement coaching conversations in your practice.
• Understand how to enhance communication skills to champion open dialogue.
• Identify scenarios where conflict arises and apply methods to overcome challenging conversations.

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.