Clear Aligner Workflow
Various packages are available. Contact me for a complimentary consultation to discuss your office’s needs.
- Evaluate your current office workflow
- Audit and improve patient forms and instructions
- 1-hour team lecture on clear aligner consult workflow
- Create a consistent, practice-wide workflow for clear aligner therapy
- Teach strategies to build patient trust and value
- Align your team for seamless communication and appointments
- Boost case acceptance and patient satisfaction
What Happens During the 2-Day In-Office Training:
Every office is unique, so the 2-day training is completely customizable to meet the specific needs of your team. Before the training, we hold a preliminary discovery call with the dentist and office manager to discuss the workflow, goals, and areas to focus on.
Day 1:
We begin with a one-hour office lecture to introduce the customized workflow we’ve developed for your practice. The morning is focused on setting up your team for success, and I work closely with administration to review financial workflows, billing, insurance, and scripting for delivering orthodontic estimates. In the afternoon, I collaborate with the hygiene team to review scans with patients, refine patient education strategies, and practice scripting to improve communication and case acceptance.
Day 2:
I encourage scheduling clear aligner consults so we can work directly with dental assistants to run efficient consultations and set the doctor up for success. We then review tray check protocols, attachment placement, and implement virtual care systems if desired. The day is hands-on and highly interactive, ensuring that the entire team is aligned and confident in delivering clear aligner treatment consistently.
By the end of the two days, your office will have a fully implementable workflow, and actionable strategies to improve patient communication, trust, and case acceptance