The topics listed below are covered in the Academy of Treatment Coordinators program:

Module 1: The TC Defined
-Birth of the Position
-Evolution of the TC
-The 5 Roles of a TC
-Characteristics of High-Performing TCs

Module 2: The New Patient Experience, Pt. I
-The Importance of First Impressions
-The 3-Step Setup
-Recipe for New Patient Call
-Why the Insurance Call is a Critical Differentiator
-The TC Call & Priming for Same-Day Starts

Module 3: The New Patient Experience, Pt. II
-The 3 Blocks of the New Patient “Show”
-Block #1 – The Warm-Up
-Block #2 – Doc Time
-Block #3 – TX Coordination

Module 4: Ortho Essentials
-Science Side of TC’ing
-Phases of Treatment
-Actual Cases

Module 5: Finesse & Impress
-Soft Skills & Building Rapport
-5 Typical Patient Scenarios
-Child vs. Adult Exams
-The Future of Exams
-Emotions & Leadership

Module 6: The Secret to Same-Day Starts
-Benefits of Same-Day Starts
-The Secret to Executing Same-Day Starts
-Challenges to SDS
-Setting Expectations with Patients & Team
-The Key Strategy That Makes Them Possible

Module 7: Post-Consult Responsibilities
-Basic Charting Skills
-The Two Types of Correspondence
-Sales Communication Recommendations

Module 8: Pending Protocol
-Importance of an Effective Protocol
-Our “NEXT” Approach
-Customer Relationship Management
-Tools to Keep Things Straight

Module 9: Conversion Rate v. Closure Rate
-Conversion Rate Formula
-Challenges to Conversion Rate
-Closure Rate Formula
-How to Track Your Closure

Module 10: Marketing 101
-Basic Sales Funnel
-Three Pillars of Your Marketing Strategy
-Internal Marketing Ideas
-Social Media & Online Presence

Module 11: Observation & Recall Program
-Components of Successful Observation Protocol
-Recall Exams
-Strategies for Engagement

Module 12: Where Do You Go From Here?
-Quick Course Summary
-A Practice’s Life Cycle
-Leadership & Development