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Dentrix Treatment Planning & Case Presentation: From Clinical Diagnosis to Patient Acceptance

Original price was: $150.00.Current price is: $125.00.

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SKU: N/A Categories: 2026 All Continuing Education Courses, Dental Assistant, Dental Hygienist, Dentist, Office Manager, Receptionist, Training Classes

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Dentrix Treatment Planning & Case Presentation: From Clinical Diagnosis to Patient Acceptance

A Hands-On Workshop for Clinical & Administrative Teams

3 Ceu’s

Learning Objectives:

By the end of this course, participants will be able to:

Create and enter treatment plans accurately in Dentrix
Organize treatment according to phases, priorities, and scheduled visits
Duplicate, edit, and modify treatment plans efficiently
Understand best practices for charting and maintaining treatment plan accuracy
Present treatment plans confidently with and without insurance estimates
Improve communication between clinical and administrative team members
Utilize Dentrix tools to support case acceptance and streamline workflow
Create a more consistent and patient-friendly treatment presentation process

Course Description:

Successful treatment planning in Dentrix goes beyond simply entering procedures — it requires organization, communication, and a team-based approach to improve patient understanding and case acceptance. This interactive, hands-on course is designed for both clinical and administrative dental team members who want to strengthen their Dentrix treatment planning workflows while enhancing the patient experience.

Participants will learn how to efficiently create, organize, and manage treatment plans within Dentrix, including how to enter treatment into the patient chart, sequence treatment according to clinical visits and priorities, duplicate and modify treatment plans, and maintain accurate records for seamless coordination between providers and administrative staff.

In addition to the technical aspects of Dentrix treatment planning, this course will focus on effective case presentation strategies — including how to present treatment with and without insurance considerations, discuss financial realities with confidence, and communicate recommendations in a way that improves patient understanding and treatment acceptance.

Through live demonstrations and hands-on exercises, attendees will leave with practical skills they can immediately implement in their offices to improve efficiency, consistency, and collaboration across the dental team.

Instructor: Leslie Garabedian:
With over 20 years of experience in the dental field, I bring a wealth of knowledge and passion to the classroom. My expertise encompasses dental administration, focusing on training front desk staff in essential areas such as concierge, phone skills, insurance, treatment planning, and large case presentation.
Having worked in the dental field for many years, I understand the unique challenges that dental practices and their employees face. This insight drives my commitment to simplifying the training process and striving to cultivate confident, long-term employees who excel in their roles.
I take great joy in sharing my knowledge and experience, aiming to develop exceptional dental front desk professionals who contribute positively to their teams and enhance patient experiences. My goal with this course is to unlock your potential and create a thriving front desk employee!
I am passionate about nurturing the next generation of dental receptionists. My hope is that individuals entering this dynamic industry view it as a career opportunity rather than just a job.
The dental field offers a unique blend of challenges and rewards that can lead to a fulfilling long-term career. It is my belief that when individuals approach this profession with a commitment to growth and excellence, they can truly make a difference in the lives of patients and their practices.