New Patient Coordinator and Marketing Workshop


September 29, 2017 | Nashville, TN
 Held at the Omni Hotel

Next workshop:

November 3, 2017 | Orlando, FL
Held at the Citrus Club

See below for more details and the agenda.
 Click Here to Register

We have a room block at the Renaissance Hotel.

Please use the below link to book your room for the workshop.  Space is limited so book it early.
 Book your group rate for Charlene White Progressive concepts

You will, also, receive a list of hotels that are in close proximity to the club with your confirmation package.  

  • Registration is $795 for the first person and $595 for each additional participant.
  • The seminar will be 8:30 - 5 p.m.
  • Registration will include lunch & cocktail hour.
  • All participants will receive a registration planning package along with a workbook at the seminar.
  • For additional information, feel free to call Charlene at (757) 456-0555 or email her at

Seminar Agenda Information:

  • Learn the #1 role of the NPC that results in case acceptance
  • Start promoting your practice on the first call. Let people know, “We love new patients”
  • The power of the “Take 10 Check In” to build excellent rapport
  • How being persuasive versus informative leads to starts
  • Overcome the #1 reason patients do not start treatment in your office
  • Unique ways to communicate with the decision maker who does not come to the exam
  • Major secrets which enhance the doctor’s exam
  • How to create financial arrangements that lead to case acceptance
  • Make copayment insurance work for you — not against you
  • Set up a recall system that will result in an 85% rate effectiveness
  • Make pending calls that get results
  • Overcome key objectives you commonly hear such as, “I need to talk to my husband.”
  • Learn one key phrase that results in leading your patient to “yes.”
  • Learn lots of “Scripting” tips that get results
  • Pre-Recorded webinar available — see our website for details
  • Target key areas that need focus by completing Charlene’s “Self Analysis” questionnaire and marketing preparation forms
  • Create a powerful marketing plan that encompasses patients, parents, referring teams, schools, community, and your team.
  • Set a budget and calculate return on investment. Make your dollars work for you
  • Take home specific marketing tips that you can implement right away
  • Interact with Charlene and other attendees to gain additional proven strategies

Look what people are saying about Charlene’s NPC & Marketing Workshop

“This is my first convention, so I did not know what to expect; however, I am honored that I had the opportunity to be a part of this course. It was very informative and Charlene’s knowledge is extremely impressive. I am motivated, anxious, and encouraged to bring new ideas that were shared back to the practice to increase staff involvement, patient/parent excitement, and opportunities for community involvement. I now feel empowered that I can go above and beyond to contribute to the practice’s success! This course was a true blessing! Loved it!”~Ashley Chandler, Watertown, CT

“This seminar has been one of the best I have attended. The format and materials are above par. I have learned a tremendous amount of valuable information. I am excited to get home and start implementing the wonderful marketing ideas.” ~Dawn Trujillo, Hood River, OR

“I learned a lot! I’ve only been a treatment coordinator for two months (assistant for 18 years) and I’m still learning the job but this has given me clarity on a lot of the job! The information made me pumped up to go back and do a great job. I enjoyed listening to Charlene and the atmosphere and city are beautiful!! Thank you!” ~Jackie Heemstra, Hood River, OR

“Very engaging speaker. Enjoyed the TC & Marketing presentations & have a lot of great ideas to take back to my doctor & team. Excited to write up my marketing calendar this year! Thank you!” ~Ashley Buchanan, Charlotte, NC

“I enjoyed the time we spend listening to other offices marketing ideas and tips. I have been to several seminars in the past and you always hear about the same top 5 rewards programs or marketing events, this time we heard how different practices put their own spin on specializing the event.” ~Christine Lunde, Watertown, CT