Financials 101 Training Program

Own Your Role. Understand the Financial Engine of Your Practice.
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Does this sound familiar?

"I was never trained for this."
"I don't really get what happens when I hit 'post.'"
"I just kind of figured it out as I went."

  Let's change that...

What's Inside

The Financials 101 Program includes three courses that will give you a straightforward path to bring order and sound protocols to the practice's financial systems

Meet the Team

Financials 101

Train the Trainer

Meet the Team

This Course is For You If...

  • You're ready to cross-train and expand your knowledge
  • You're a financial coordinator
  • You look at financial reports and feel unsure what the numbers mean or what action to take
  • You want to spot revenue leaks tied to incorrect adjustments, refunds, and balances left unworked

What You’ll Learn

  • The foundation of teamwork
  • Why every role in an orthodontic practice is vital
  • The importance of understanding each role for collaboration, problem-solving, and career growth.
  • The difference between corporate (DSO/OSO) and private practice models
  • How roles interconnect and support each other throughout the patient journey
  • How to use daily huddles for communication and problem-solving

Why This Course Matters

You can't excel in your role if you don't understand how your work affects everyone else. 
  • Collaborate effectively across departments
  • Anticipate needs and prevent bottlenecks
  • Communicate clearly with teammates
  • See career growth opportunities
  • Deliver an exceptional patient experience through clear financial expectations and consistent follow up

Financials 101

This Course is For You If...

  • You're the financial coordinator or are training to become one
  • You've been handling billing, contracts, A/R with no real system
  • You’re cross-training or managing others and need to standardize the process
  • You're in a DSO or OSO and want consistency across teams

What You’ll Learn

  • The core responsibilities of a financial coordinator
  • How production, collection, and A/R connect, and how to handle adjustments
  • Presenting contracts and payment options with clarity
  • The "why" behind the "post," and how to handle adjustments
  • How to manage delinquencies with confidence and a clear system
  • Staying compliant with privacy and payment regulations

Why This Course Matters

You're not just collecting money, you're shaping the patient's financial experience. This course helps you...
  • Build confidence in your role
  • Avoid costly mistakes
  • Communicate clearly with patients
  • Bring order and sound protocols to the practice's financial systems

What You Get

  • Self-paced online course
  • Mobile-friendly, bite-sized lessons
  • Downloadable workbook filled with course supporting documentation
  • Role-based scenarios for real-world training
  • Certificate of completion

Train the Trainer

This Course is For You If...

  • You will be training or managing others
  • You're any team member completing a core course

What You’ll Learn

  • How to set clear expectations for onboarding
  • Creating check-in schedules that keep new hires on track without micromanaging
  • Using course progress data to monitor completion and engagement
  • How to set key competency benchmarks for Financial Coordinators
  • How to assess whether someone is ready to move from shadowing to independent work
  • Red flags that indicate a new hire is struggling
  • How to provide constructive feedback that builds confidence 
  • When to provide additional support vs. when to let them problem-solve

Why This Course Matters

Most training ends when the course ends, and then managers hope new hires figure it out. Train the Trainer ensures you don't just assign training; you actively support success. This course gives you the tools to:
  • Keep new hires accountable without handholding
  • Identify and address problems before they become performance issues
  • Ensure competency, not just course completion
  • Build confidence in both the new hire and yourself as their coach
  • Reduce turnover by setting people up to succeed from day one