Treatment Plan Coordinator

A specialized training program to advance into a key role in dental clinics.

The Treatment Plan Coordinator plays a strategic role in patient follow-up and care management. Acting as the link between the dentist, the team, and the patient, she ensures that treatments are well understood, properly planned, and closely monitored.

This program is designed for those who wish to move into a recognized, in-demand position with greater responsibility in dental clinics.

Training Objectives
  • Develop strong communication and patient support skills
  • Master the presentation and explanation of treatment plans
  • Manage the administrative and financial follow-up of care (insurance, payments, estimates)
  • Improve coordination between the dentist, clinical team, and patient
  • Learn to use the right tools to plan and organize complex appointments
Training Advantages
  • A specialization highly sought after by dental clinics
  • A rewarding role that combines communication, organization, and patient support
  • A practical approach with real cases and scenarios
  • Career progression: from dental secretary to treatment plan coordinator
  • A recognized certificate that strengthens your credibility with employers
Training Content (Complete Program)
  • Defining the role, responsibilities, and limits of the position
  • Clarifying collaboration with dentists, assistants, hygienists, and staff
  • Understanding information flows (clinical, administrative, financial, patient)
  • Implementing team rituals (daily huddles, pre-briefs, post-briefs)
  • Using success indicators (acceptance rates, timelines, no-shows)
  • Practical activities: mapping the care pathway and simulating clinical handoffs
  • Designing the patient journey: initial call, welcome email, first visit, follow-up
  • Developing a warm and structured reception process
  • Personalizing interactions based on the patient’s profile and anxiety level
  • Call and reception scripts to build trust
  • Activities: role-play for patient reception and analysis of the current journey with improvements
  • Preparing and organizing the treatment plan presentation meeting
  • Conducting a clinical pre-brief with the dentist: care priorities, sequencing
  • Optimizing agenda management (time slots, waiting lists, reminders)
  • Organizing the presentation room to encourage acceptance (visual aids, confidentiality)
  • Exercise: creating a pre-brief protocol and patient appointment notice
  • Structuring a clear 5-step presentation (context, objectives, plan, options, next steps)
  • Adapting your approach to different decision-making profiles (analytical, pragmatic, cautious, expressive)
  • Using appropriate visual aids and managing patient emotions
  • Exercise: recorded presentation with personalized feedback
  • Identifying the main objections (cost, time, fear, delays)
  • Responding with the CARE method (Comprehend, Align, Respond, Engage)
  • Turning doubt into an informed decision without pressure
  • Case studies: handling common objections (“too expensive,” “I’ll think about it,” “no time”)
  • Implementing a structured follow-up system (treatment plan pipeline)
  • Tracking key indicators (acceptance rate, decision timeline, average value)
  • Setting up respectful and effective follow-ups (Day 3, Day 10, Day 21)
  • Exercise: creating a tracking table and entering 10 real cases
  • Understanding the legal framework: informed consent, professional secrecy, traceability
  • Respecting role boundaries (explanation, coordination, not diagnosis)
  • Adopting a professional and reassuring attitude (language, professional distance)
  • Exercise: case study on a delicate clinical situation
  • Presenting costs with confidence while creating value
  • Offering financial scenarios (payment plans, phased treatments)
  • Explaining the cost of non-treatment and reassuring patients about the benefits
  • Exercise: cost presentation role-play with personalized feedback
  • Developing leadership within the clinic
  • Inspiring trust and collaboration from both the team and patients
  • Resolving disagreements with a structured and supportive approach
  • Exercise: creating a 30-day personal growth plan

A Flexible Training Program Adapted to Your Pace
The duration of the training varies depending on your availability and learning style.

  • In intensive format, it can be completed in 2 to 4 days.
  • In progressive format, most participants complete it in 2 to 3 weeks.
  • You move forward at your own pace, based on your needs and schedule.

Training Location

Accessible anywhere, no travel required
The Treatment Plan Coordination training is offered 100% online. You can follow it from anywhere in Québec or across Canada, directly from the comfort of your home.

  • Unlimited 24/7 access to the training platform
  • Video modules available at any time
  • Practical exercises and real-life scenarios included
  • Access to a private community to share and ask questions

This flexibility allows you to adapt your learning to your schedule and progress at your own rhythm.

Cost and Enrollment

Price: to be confirmed at launch.

Includes: video modules, workbooks, scenarios, and personalized support.

Payment options: one-time payment or flexible installments.

Certificate

At the end of the program, you will receive a Specialized Training Certificate in Treatment Plan Coordination, confirming your skills and readiness to take on this strategic role.