Excellence in the New Patient Process


Improve your new patient process and increase your case acceptance with this incredible training course.


This product is downloaded via the web.


    1. A 1-Hour DVD that walks you through a new patient appointment, starting with the first telephone call, and wrapping up with the start appointment. You actually watch a top-notch office role-play this entire process, and Charlene inserts her comments and training along the way. It covers the following:

  • New patient phone call (a good call vs. a poor call)
  • A computerized tour of the office
  • The new patient coordinator’s interaction (use of CD Rom)
  • The doctor’s exam (incorporates imaging
  • Financial options
  • Variety of ways to overcome objections
  • The close

    2. A 1-Hour Video in which Charlene covers every “other” topic associated with the new patient process:

  • Alternative consultation styles
  • Scheduling new patient appointments
  • Improving case acceptance
  • Recall system
  • Tracking statistics
  • Setting goals

    3. A 100+ Page Manual with all the back-up materials, forms, samples, etc. that are associated with the video training. This information is invaluable to the training.

This is a marvelous course that every orthodontic office can benefit from today!

"I am in the process of training a new TC and I purchased your ‘Excellence in the New Patient Process’ training material. Very well done. I thought the first DVD was worth the entire price of the program! The written materials were great also."
- Dr. Charles J. Ruff