New Patient Coordinator and Marketing Workshop


November 2, 2018 | Scottsdale, AZ

The workshop is being held at the Camelback Inn Resort.

Register Today. Seats are limited.

Register by 6/30/2018 to receive $100 off of the first attendee. 
Use the following discount code during checkout in the shopping cart:  DISCWS.



  • 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 which will include the list of hotels in close proximity to the venue.
  • All participants will receive a workbook at the workshop.
  • 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

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