Treatment Coordinator 101 Training Package

The Complete Training System
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Are you the kind of person who thrives on meeting new people, making dreams come true, and wants every family to feel welcome and at home?

  Then this course was made for you.

If you’ve ever wished you had a straightforward path for exams, consults, objections, or closing with confidence, Treatment Coordinator 101 delivers exactly that.

What's Inside

The Treatment Coordinator 101 Program includes three courses that will give you a clear, no-guesswork path to owning exams, consults and closing with confidence.

Meet the Team

Treatment Coordinator 101

Train the Trainer

Meet the Team

This Course is For You If...

  • You are new to the Treatment Coordinator role and need a clear, step-by-step process to follow
  • You are ready to cross-train and expand your knowledge
  • You are a current Treatment Coordinator and have never had formal training. You want to enhance your skills.
  • You want simple language, real examples, and tools you can use on your next patient

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

Treatment Coordinator 101

This Course is For You If...

  • You’re new to the TC role or ready to own it fully
  • You’ve been winging it through case presentations
  • You’re cross-training and want a repeatable, confident process
  • You’re in a multi-location group and need team wide consistency

What You’ll Learn

  • The true role of a treatment coordinator, and why it matters
  • How to lead a new patient's visit: structure, flow, and finesse
  • Case presentation strategies that build trust and clarity
  • Handling objections without pressure 
  • Closing the case with confidence, without being pushy
  • Effective team handoffs and follow-up communication

Why This Course Matters

The TC role isn’t just about presenting treatment—it’s about creating a moment where trust, understanding, and decision meet. This course helps you:
  • Increase treatment case acceptance rates
  • Communicate clearly and confidently in every exam/consultation
  • Create consistency across every new patient experience

What You Get

  • Self-paced online training
  • Mobile-friendly, bite-sized lessons
  • Role-based scenarios for real-world training
  • Workbook with scripts, checklists, and note space
  • Certificate of Completion

Train the Trainer

This Course is For You If...

  • You're a doctor or manager tired of starting from scratch every time you onboard a new TC and want a proven playbook to guide them step-by-step
  • You need clear timelines, checkpoints, and scripts so that training actually happens instead of getting pushed to "someday"
  • You want your TCs ramped fast, closing with confidence, and hitting consistency without you hovering over every consult.

What You’ll Learn

  • How to set clear expectations and competency benchmarks for new TCs right from day one
  • Creating smart check-in schedules and using course progress data to keep onboarding on track without constant micromanaging
  • Spotting red flags early and knowing when to step in with support vs. letting them problem-solve
  • Giving constructive feedback that actually builds confidence and gets them ready for independent consults

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