12-Month Course Access
Provides:
- 12-lesson course aimed to build skills in presenting treatment and financials to your patients with a focus on soft skills, conversion rate, and follow-up.
- Course assessments to check progress and knowledge
- 8 CE credits
Price range: $800.00 through $880.00
Course Length/Learning Time: 25 hours
The Academy of Treatment Coordinators is an online educational program for team members with a desire to understand the fundamentals of the orthodontic consult and new patient process in orthodontics today. Authored by leading practice consultant, Tracy Martin, this program was designed to give TC’s proven strategies and techniques that are being used by the leading offices all over the world. With Tracy’s passion and understanding of the importance of the TC role, this program will help instill the mindset, methodologies and skillset to help you become an elite TC. As the orthodontic industry is rapidly changing, the ideas and techniques that worked even five years ago, simply don’t work today. This program will help provide you with the tools to help your practice evolve as the industry does.
This course equips Treatment Coordinators with the skills, systems, and confidence needed to deliver exceptional patient experiences, increase same-day starts, and drive sustainable practice growth.
Meet your instructor
Tracy Martin
With over 15 years of orthodontic experience, Tracy has worked in every role within a practice, from start-ups to multi-doctor offices, giving her a unique perspective on how to build strong, successful teams. She has developed proven methods for increasing case acceptance, improving office efficiency, and implementing standout marketing strategies that help practices thrive. Her passion lies in the business side of orthodontics and in empowering the team behind the doctor to deliver an exceptional patient experience.
As an author of several Trapezio courses, Tracy brings that same energy and expertise to training, office managers, treatment coordinators, patient coordinators, and clinical assistants to strengthen the “New Patient Experience” and enhance practice growth. She believes that when teams are confident, well-trained, and aligned, the entire practice benefits. Tracy’s forward-thinking approach combines traditional orthodontic principles with modern strategies to prepare the next generation of orthodontic teams for success. Through Trapezio’s role-specific, online training, her vision of stronger teams and better patient care continues to come to life.
Educational and Learning Objectives Explored
1. The TC Defined
Lesson 1 provides a foundational understanding of the Treatment Coordinator role by exploring its origins, evolution, core responsibilities, and the key traits of high-performing TCs.
2. The New Patient Experience, Pt. I
Lesson 2 focuses on mastering the first phase of the new patient experience by teaching how to create strong first impressions, execute effective patient and insurance calls, and strategically prime patients for same-day starts.
3. The New Patient Experience, Pt. II
Lesson 3 breaks down the new patient consultation into a three-block framework—Warm-Up, Doctor Time, and Treatment Coordination—to ensure a seamless, engaging, and conversion-focused patient experience.
4. Ortho Essentials
Module 4 builds essential orthodontic knowledge by covering the science behind treatment coordination, the phases of orthodontic care, and real-world case examples to support confident patient communication.
5. Finesse & Impress
Module 5 sharpens communication and leadership finesse by developing soft skills, navigating common patient scenarios, adapting exams for children versus adults, and managing emotions to build trust and influence.
6. The Secret to Same-Day Starts
Module 6 reveals the proven strategy behind successful same-day starts by addressing their benefits, overcoming common challenges, and aligning patient and team expectations to make same-day starts achievable.
7. Post-Consult Responsibilities
Module 7 covers post-consult responsibilities by teaching essential charting skills, effective correspondence practices, and strategic sales communication to support patient follow-up and case progression.
8. Pending Protocol
Lesson 8 teaches how to manage pending cases effectively by implementing a structured protocol, leveraging the “NEXT” approach, utilizing CRM strategies, and using tools to stay organized.
9. Conversion Rate v. Closure Rate
Module 9 focuses on measuring and improving practice success by explaining conversion and closure rate formulas, identifying
10. Marketing 101
Module 10 introduces foundational marketing strategies by covering the sales funnel, key marketing pillars, internal promotion ideas, and building a strong social media and online presence.
11. Observation & Recall Program
Module 11 teaches how to maintain patient engagement through effective observation and recall programs by outlining key protocol components, scheduling recall exams, and implementing strategies to keep patients connected to the practice.
12. Where Do You Go From Here?
Lesson 12 wraps up the course by summarizing key concepts, exploring a practice’s life cycle, and guiding TCs in leadership growth and ongoing professional development.
Release Date: March 23, 2020 | Review Date: May 10,2024 | Expiration Date: May 10, 2027
