7 Spielman Road • Fairfield, NJ 07004

Office Management/Treatment Coordinator- How to make the Transition from Receptionist/Dental Assistant to Management


Instructor: Cecilia Mescain, B.S., M.B.A., FAADOM



This program is presented two convenient ways: Choose which way you would like to attend

As a LIVE interactive webinar using the platform ZOOM>  We highly recommend you have a microphone and webcam to better interact with the instructor.


Come attend in person at our school

Either way  you choose to attend you will be able to ask questions, interact with the instructor as well as other participants in the class.

Course Description & Objectives:

This course will review the role and duties of the true office manager. How to make the transition from a dental receptionist or dental assistant to a management role will be covered. Topics such as: hiring and keeping staff, acting as a liaison between the doctor and the staff, maintaining a productive hygiene program processing insurance effectively and efficiently, marketing strategies for the new computer based age and much more.


Week 1- OM 101

  • Introduction to Dental Office Management as a career
  • Job description
  • Duties and responsibilities
  • Necessary skills
  • Continuing ED
  • Management styles and leadership

Week 2- HR 101

  • Hiring and firing process
  • Policies and procedures
  • Employee Handbook
  • Unemployment and Temporary disability
  • FMLA
  • Employee evaluations and recordkeeping
  • Disciplinary actions

Week 3- Case Presentations & Billing

  • Treatment Planning
  • Case presentations
  • Pre- treatment estimates
  • Recall list activation
  • Outstanding Treatment
  • Financial agreements
  • Insurance EOBs
  • Types of Dental Insurances
  • Insurance Billing and claims
  • Do’s and Don’ts of billing

Week 4- Financial Reports & Compliance

  • Accounts Receivables
  • Production and Collections
  • Financial agreements
  • Accounts Payables
  • Profit and Loss Analysis
  • Accounts reconciliation
  • Financial reports
  • Cyber Security
  • OSHA
  • Medical emergencies

Week 5- Marketing/ Mission Statement

  • Social Media
  • Reviews
  • Traditional advertising vs Modern advertising
  • Marketing strategies
  • Social responsibility
  • Practice Mission Statement
  • Practice Vision


Week 6     Bonus week!!!! AADOM CHAPTER MEETING  Start the class off with an introduction to AADOM : Date to be announced


  • Introduction to AADOM
  • AADOM Chapter meeting attendance
  • Lite diner and refreshments
  • Networking with fellow dental professionals

10 CEU’s

Time: 6:30pm to 8:30pm

Instructor: Cecilia Mescain, B.S., M.B.A., FAADOM

Since joining the dental field in 1995, Cecilia has worked in numerous administrative capacities, including dental assistant, receptionist, data entry, office manager and Chief Operating Office,. Cecilia’s dedication and passion for the dental field earned her the distinction of being named Practice Administrator/ Office Manager of the year in 2015 by the American Association of Dental Office Management.  She currently works as a Chief Operating Office at a dental practice in Northern NJ. Her responsibilities include overseeing all operational aspects of 4 practices such as accounts receivables, accounts payable, payroll, human resources compliance, hiring and termination of employees, billing, coding, marketing, etc. to name a few.Her accomplishments would not have been possible without her love of knowledge, she says. “The more you know, the more valuable you are, not only to your employer, but to society.” Her passion for learning drove her to obtain a bachelor’s degree in finance from William Paterson University in 2008 (while simultaneously raising a family), followed by an MBA from Mercy College in 2015. She is currently pursuing her Doctor of Business Administration from Walden University.

Additional information


Live Webinar: Thursday's Oct. 7, 14, 21 , 28, and Nov. 4, 2021 Time: 6:30pm to 8:30pm, Attend at our School: Thursday's Oct. 7, 14, 21 , 28, and Nov. 4, 2021 Time: 6:30pm to 8:30pm