Course Descriptions

Session I

Track A - Estate Planning - Michael Garrett (D)
An overview of the estate planning process and fundamental issues, including a study of the legal, tax, and other financial and non-financial issues surrounding an individual's death or incapacity. The topics of discussion will include basic estate planning techniques, including the use of will, trust, the probate process, charitable giving, wealth transfer and related taxes, financial powers of attorney, health care powers of attorney, and living wills. We will also introduce the basics of federal estate and gift taxation and what constitutes a taxable estate for federal tax purposes and will discuss recent and proposed changes to these laws.

Track B - Positive Practice Financials - Kerry Straine (D,O)
If We're In The Black, Where's The Green?
You will learn how to:

Develop meaningful and measurable goals and effectively communicate them to your team and your patients.
Create value-driven policies.
Learn how your business supports your clinical purpose: from patient flow to cash flow, you will learn how to lead and manage your practice.
Empower your team with knowledge and confidence that will increase its ability to communicate the mission and values of the practice.
Motivate your patients and team through inspiration instead of intimidation.
Reduce your accounts receivable and overhead while increasing patient flow, case acceptance, cash flow, profitability, and practice value.
Develop a hygiene department that builds and secures valuable patient relationships that will facilitate increased restorative and cosmetic production.
Measure performance and align your strategies using the Straine Performance Scorecard™.
Become an invincible fee-for-service practice owner.

Track C - Treatment Planning - Lois Banta (H)
Patient friendly treatment planning
This course is designed to identify the strategies needed for successful treatment planning from the new patient experience to the financial arrangements. What you will learn:

The diagnosis and critical conversations
Effective treatment planning
Consultation techniques that work

Track D - What's New in G3 - Gajibah Campbell/Jamie Yanez (DU)

Document Center
Questionnaire
LabNet Integration
Guru Integration
Featured Enhancements

Track E - Insurance CHC-Basic - Janice Chipolla (EU)
Designed specifically for our Community Health Centers and Federally Qualified Health Centers, this course covers the unique setup needs required to bill Medicaid, utilize sliding fees, and set automatic write-offs. Sliding fee (all procedures), and Medicaid "Fee for Service."

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Session II

Track A - Marketing Basics - Fred Joyal (D,O)
Making Marketing Work - Rules for the Real World
Fred Joyal's innovative lecture shares proven strategies that can help any office achieve deeper relationships with patients, maximize production and create a consistent new patient flow. For the past 20 years, Fred has influenced thousands of growing dental practices throughout the country with his unique understanding of both dentist and patient perspectives. This lecture serves as a workshop in marketing and practice management, not an extended advertising opportunity for 1-800-DENTIST. Fred shares his experience as an entrepreneur in consumer marketing by providing a variety of examples, techniques and personal business strategies, outlining the various tools necessary for dentists to successfully market their practice and establish lasting patient loyalty.

With the constant barrage of traditional advertising and the onslaught of new media such as e-mail and Web searches, marketing to patients becomes more challenging every year. Fred shares unique insight into patient behavior and spending habits, and provides key elements, tools and techniques from the most successful dental practices in the country that every dentist can implement.

Highlights:

Understanding the consumer attitude about dentistry
The path to a successful team mindset
The link between patient education and recall
An integrated strategy for internal and external marketing
Maximizing profitability one patient at a time

In-Depth Learning Objectives Included:

Why dentists should be viewing dentistry as a retail professional business
How to take a 360-degree approach to marketing
Calculating the long-term economic value of a patient
Understanding your target audience

Track B - Insurance Management - Marianne Harper (O,A,H)
What's a Sandwich Without the Bread?
This course focuses on the best procedures to follow both before and after filing claims to ensure prompt claims payment with fewer costly and time consuming problems. Attendees will learn the procedures that add the greatest efficiency to their insurance filing systems, both before and after filing claims. These procedures will decrease the number of denials, the number of re-filed claims, and the number of time consuming phone calls. The receipt of benefits will speed up while expenses will go down. What's A Sandwich Without the Bread is a must to simplify and better manage insurance processing.

Track C - Clinical Notes and Documentation - Patti DiGangi, RDH, BS (D,A,H)
Computerized Health Records a Must by 2015
If you aimed a telescope toward the future and focused on dental practice seven years from now you would see all patient records computerized. The National Health Information Infrastructure (NHII) will be a communication system comparable to a network of highways. Electronic records will not bad recordkeeping good. Record keeping is part of every patient contact and appointment. Every person in the dental practice has record keeping input, duties and obligations and could benefit by taking this course. Key topics covered include:

Understand the impact of the latest oral-systemic link evidence on the practice of general dentistry and how recordkeeping is a key component of better management
Discuss how recordkeeping affects continuity of care
Identify the parts of a complete record
Learn concise standardized methods which satisfy the Standard of Care and beyond
Introduce SNODENT dental diagnostic coding

Track D - Clinical Charting - Gajibah Campbell/Jamie Yanez (DU)

Entering Completed, Treatment Planned, and Existing Work
Setting up Procedure Buttons
Procedure Notes
Clinical Notes
Customizing Clinical Note Templates
Patient Chart Views and Panels

Track E - Insurance CHC-Advanced - Janice Chipolla (EU)
Designed specifically for our Community Health Centers and Federally Qualified Health Centers, this course covers the unique setup needs required to bill Medicaid, utilize sliding fees, and set automatic write-offs. Sliding fee (select procedures), Medicaid "Encounter."

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Session III

Track A - Benchmarking - Serena Oldroyd-Wixom (D,O)
Celebrate the success along the way in achieving new levels of performance in your practice. Discover valuable reports in your software to identify the areas of need that will impact your bottom line. Learn how to get your whole team on board to create and implement the systems in your office to achieve the results you desire. Together, with your team, create attainable benchmarks and watch your practice soar!

Track B - Collections Management - Sandy Pardue (O)
Maximizing Productivity and Practice Growth
This course will teach "easy" steps to gain control over your schedule, broken appointments and patients. You will be able to STOP the production roller coaster and have a more predictable income. Learn what it takes to optimize your schedule, have less stress and more control.
Course Objectives:

Have more predictability with production and income.
Gain more control over broken appointments
Learn common practice management blunders and how to avoid them
Develop confirmation techniques that will get the patients to the office.

Track C - Office Etiquette - Cathy Jameson (D,O,A,H)
Becoming a People Professional
A professional cannot provide services or perform skills if clients, customers and patients are not confident and if they do not have a steadfast level of trust. Building a relationship of trust and confidence is perhaps the most critical step toward a person's acceptance of you and the treatment you are providing. You can lead yourself to success you never thought possible by implementing these skills into your daily practicing life by defining your ultimate mission and purpose, providing a full range of services to your patients and providing all your patients expect...and a little bit more!

Track D - Treatment Planning and Presentation - Gajibah Campbell/Jamie Yanez (DU)

Creating New Cases
Creating Alternate Cases
Assigning Visits to Cases
Assigning Case Status and Priority
Case Financing and Fees
Treatment Plan Consent Forms
Viewing Case History
Settings and View Options

Track E - Insurance DPM-Basic - Jason McKnight (EU)
This course will focus on the full spectrum of insurance carriers including capitation plans, PPOs and discount plans, assigning employer, dental insurance, setting up provider ID, assigning insurance to subscribers and non-subscribers, assigning secondary insurance, entering capitation plans, medical insurance, and reading insurance estimates in the treatment plan presenter.

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Session IV

Track A - Fraud and Embezzlement - Tom Limoli (D)
This course will focus on recognizing fraud and embezzlement, the reality of third-party reimbursement, making dental care affordable, and creating policies and procedures to increase security.

Track B - Schedule Optimization - Lois Banta (O,H)
Optimizing scheduling for greater profit and less stress
This course is designed to identify the key elements in optimizing your schedule and identify internal and external marketing techniques to get the best results. You will learn what it takes to have a stress free day from scheduling to communicating effectively. What you will learn:

New patient experience
Streamlining Scheduling for Greater Profit
Marketing Your Services More Effectively

Track C - Self Development - Janice Hurley-Trailor (H)

Understanding the impact your image has on your professional success.
Finding out what you are now projecting and what you wish to project for better confidence and respect.
Identifying the gift you give to yourself and your patients through improved self-esteem.
The use of effective body language in patient communication.
Life changing "before" and "after" makeovers in the dental office.
Your own Ten Step Image Evaluation.

Track D - Continuing Care - Gajibah Campbell/Jamie Yanez (DU)

Creating Continuing Care Types
Attaching Continuing Care
Scheduling Continuing Care Appointments
Printing Continuing Care Cards
Continuing Care Display List
Cleaning up Continuing Care
Continuing Care e-cards

Track E - Insurance DPM-Advanced - Jason McKnight (EU)
This course will focus on working with all types of insurance including capitation plans, PPOs and discount plans, the different reports available to maximize insurance benefits, recognizing the top five insurance companies by revenue, accounting for insurance maximums, and understanding and making the correct insurance estimations.

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Session V

Track A - Transition Planning - Dr. Eugene Heller (D)
This course will focus on what steps are necessary for a successful transition, the best time to buy or sell, how a practice is valuated, trends in the dental practice market, how to finance a transition, and a sale versus partnership.

Track B - Developing Leadership - Kerry Straine (D,O)
Develop The CEO Within You!
You will learn how to:

Ensure that your strategic vision is clearly communicated to, and understood by, your team.
Add value to your organization by understanding the needs and expectations of your patients.
Differentiate strategic thinking from operational thinking.
Identify the strengths and weaknesses of your team.
Achieve success and significance by learning and mastering the five levels of leadership.
Build relationships based on authenticity, consistency, and transparency, which is the foundation of personal integrity.
Develop meaningful and measurable goals and effectively communicate them to your team and your patients.
Work effectively, efficiently, and effortlessly instead of harder.
Identify and solve problems as they occur through resilience, optimism, and willingness.
Define your dream based on your values and align it with effective strategies and committed team members.
Measure performance and align your strategies using the Straine Performance Scorecard™.
Become an invincible fee-for-service practice owner.

Track C - Critical Reporting - Serena Oldroyd-Wixom (O,A,H)
A comprehensive look at the skills and knowledge needed to understand and present reports critical to the practice. Learn the valuable tools in your software and ways to improve the systems in your office. Measure performance levels to gain increased accountability and success. With this increased confidence and knowledge you and your team will have a positive impact on the bottom line.

Track D - Paperless Solutions - Gajibah Campbell/Jamie Yanez (DU)

Benefits of Becoming a Paperless Office
Creating a Systematic Approach to Going Paperless
Using the Office Journal
Using eCentral for Paperless Continuing Care
Paperless Data Storage using eBackup
Using QuickBill for Paperless Billing
Sending eClaims and Attachments

Track E - Line Item Accounting - Janice Chipolla (EU)
This course will focus on gaining a full understanding of Ledger 2.0 changes, understanding the benefits of suspended credits, and mastering your new ability to link transactions on a line-by-line basis.

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Session VI

Track A - Financial Planning - Fidelity Investments (D,O)
Understand the Value a Retirement Plan Can Bring to You and Your Practice
You will learn how a retirement savings plan can:

Provide tax advantages to you as an employer
Help attract and retain a strong team
Prepare you for your own retirement

Building Your Financial Future

Budgeting, reducing debt and protecting your income
Defining goals and building an investment strategy to help you meet them
Building and maintaining your portfolio

Track B - Hiring for Excellence - Brenda Penwell (D,O)
Turnover is not just an expensive cost of doing business but it is also an inevitable one. Create a process that provides the greatest opportunity to make good hiring decisions. Create healthy relationships with staff, establish fair compensation plicies, and develop a system for performance evaluations and more.

Track C - Patient Retention - Sandy Pardue (D,O,A,H)
Stop the Patient Roller Coaster; Close Your Back Door
Are you seeing the backs of a lot of patient's heads? This course will teach you how to STOP the patient roller coaster by establishing a recall system that works. Learn how to reactivate patients that are putting off treatment. Attendees will receive tools to "close the back door", so that new patients stay in the practice and existing patients get back in the chair. Course Objectives:

Learn how to keep patients in the practice.
Learn what makes patients stay and what makes them go.
Establish systems that will keep patients coming back.

Track D - eCentral - Gajibah Campbell/Jamie Yanez (DU)
Web Site Manager:

Complete Web site design, management and hosting
Online patient appointment and patient education
Secure online patient account access and patient forms

Communication Manager:

Automated patient correspondence
Email, text message and printed reminders
Patient friend and family referral, automated provider referral capabilities
Patient satisfaction surveys and electronic newsletters

Insurance Manager:

Electronic claims tracking and claim report archive
Real–time eligibility verification and automated eligibility uploads

Track E - Paperless Solutions - Janice Chipolla (EU)
This course will focus on strategies to reduce paper by utilizing the features contained within the DENTRIX Enterprise system. The features include, office journal, document center, on screen workable reports and lists, no need to print that continuing care list (recall) anymore, and various note fields.

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Session VII

Track A - Digital Highway - Dr. Larry Emmott (D,O)
This course will focus on the introduction of a powerful communication tool to improve communication between dental practices and dental labs.

Track B - Self Development - Janice Hurley-Trailor (O,A)

Understanding the impact your image has on your professional success.
Finding out what you are now projecting and what you wish to project for better confidence and respect.
Identifying the gift you give to yourself and your patients through improved self-esteem.
The use of effective body language in patient communication.
Life changing "before" and "after" makeovers in the dental office.
Your own Ten Step Image Evaluation.

Track C - Dental Ergonomics - Bethany Valachi, PT, MS, CEAS (D,H)
My Operatory is Killing Me! - Selecting the right ergonomic equipment for you and your operatory
Two out of three dental professionals experience work-related pain that can affect quality of life, productivity, or career longevity. This evidence-based seminar for dentists and hygienists bridges the gap between dental ergonomics and work-related pain-so you can identify how your equipment is impacting your physical health.

Learn important criteria for selection and adjustment of delivery systems, operator stools, magnification and patient chairs with special consideration for the operator's size, job-type and operatory size. Attendees will walk away with knowledge they can apply immediately to select proper equipment and identify features that can improve musculoskeletal health.

Track D - Document Center - Gajibah Campbell/Jamie Yanez (DU)

New Document Center Overview
Acquiring Documents
Managing Un–filed Documents
using the Modify Documents
Signing Documents
Sending/Exporting Documents
Setup and View Options
Patient Picture

Track E - Advanced Continuing Care - Jason McKnight (EU)
This course will focus on generating consistent recurring revenue for your organization through effective continuing care management, how to use the power of the different pre-formatted continuing care cards, the interactive continuing care list, and the most effective methods of continuing care setup.

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Session VIII

Track A - Practice Makeover - Janice Hurley-Trailor (D)
What does it take to stay current in today's market place and how can the verbal and visual sell dentistry?

Learn how office visuals made millions – real office examples.
Find out what the First Five Judgments are that your patient makes before meeting the doctor.
Read the survey that tells us what patients want to see in their doctors and where they look to find it.
Get a 10–point checklist to take back to the office on your office visuals.
Find out if you and your team use the worst 3 patient turn offs daily or never.
Design your job descriptions and schedule to promote new patient growth.

Track B - Managing the Practice - Cathey Jameson (D,O)
The Critical Factors of the Business of Dentistry
After working with over 2,000 dental practices worldwide, Cathy Jameson knows the systems that ultimately make for a successful practice. Explore systems like the profitability of your hygiene department, improving scheduling, organizing efficiently and effectively, and evaluating your total productivity and profitability- after all, it's not how much you make, its how much you keep! This is a program for everyone involved in a practice that is ready to thrive! The great actors, CEO's and athletes of the world receive great coaching and you deserve no less! Let Cathy coach you expertly on the benchmarks for a successful practice during this powerful and thought provoking presentation.

Track C - Business Basics - Serena Oldroyd-Wixom (D,O)
This course will focus on the secrets of success, applying sound business principles with team cooperation, building your practice with new and existing patients, giving yourself a raise without raising your fees, and leave with renewed enthusiasm to take your practice to the next level.

Track D - Patient Questionnaire - Gajibah Campbell/Jamie Yanez (DU)

Creating New Questionnaires
Delivering the Questionnaire to the Patient
Storing Questionnaire Results
Querying Questionnaire Results

Track E - Perio and Clinical Charting - Jason McKnight (EU)
This course will focus on how to present multiple treatment plans, same-day treatment plans, establishing treatment priority, simplifying record keeping, data chart, setup, customization, creating exams, clinical notes, chart toolbar, and reports, view options, entering and editing EO, EX, TP and completed procedures, multi-code setup/charting, and procedure notes.

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Session IX

Track A - Treatment Planning - Dr. Larry Emmott (D)
This course will focus on effective treatment planning, effective methods and tools to present treatment plans, assigning visits, case status and priority, and financing and fees.

Track B - Information Security - Tom Limoli (D,O,A,H)
This course will focus on identification, investigation, prosecution and overall prevention of this rapidly spreading crime and its many victims.

Track C - Personal Time Management - Gayle Christensen (D,O,A,H)
Become the Master of Your Time
Do you ever feel like you have so much to do that you just can't get it all done? If you do you are NOT ALONE. Since we can't add more time to the clock we will look at some key concepts that will help you become the Master of Your Time. The first step may be to change the way you think. Henry Ford put it this way, "Whether you think you can or you can't, your right." Time management is really managing yourself by prioritizing your tasks and activities. You can create new habits that will get you the results that you want.

Track D - Tips for Practice Management - Gajibah Campbell/Jamie Yanez (DU)

Daily routines
Weekly routines
Monthly routines

Track E - DXONE Reporting Set-up/Understanding - Janice Chipolla (EU)
This course will focus on using the power of Crystal Reporting, the stability and versatility of the DXOne Reporting module, the wide array of canned reports, understanding of the advanced security features, the flexibility of scheduling repetitive reports, and the various reports available.

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Suggested Attendees

D—Dentist
O—Office Staff
A—Dental Assistance
H—Hygienist
DU—Dentrix User
EU—Enterprise User