Course catalog

Success is Learned, Practiced & Shared

Learning is a choice. OTU provides an opportunity for both new and experienced team members to optimize their skills. With today’s ever-changing employment landscape, OTU's top-tier training will help team members advance, build confidence, and enhance their orthodontic careers.

COURSES

Check out all of our courses

Coming Soon

Insurance 101 Package

Unwind the web of orthodontic insurance management. Learn PPO structures, benefit verification, claim submission, payment posting, and follow-up workflows. Understand how insurance impacts patient balances and A/R, so you reduce delays and prevent write-offs.

For new or cross-training insurance coordinators, financial coordinators, and managers who need a clear foundation for handling orthodontic insurance accurately and consistently.

Includes: Meet the Team + Insurance 101 + Train the Trainer



Scheduling 101 Package

Master the art of schedule optimization. Learn appointment types, timing requirements, patient flow, and how to build schedules that work for patients, doctors, and your team. For new or cross-training scheduling coordinators and managers who need to understand the foundation of a well-run practice. Create schedules that meet practice projections, production goals, and patient care standards. Stop the chaos before it starts.

Includes: Meet the Team + Scheduling 101 + Train the Trainer

Assisting 101 Package

Perfect for the new clinical assistant who needs to build a strong orthodontic foundation. Learn oral and dental anatomy, how teeth move, appliance basics, diagnostic records, and chairside communication so you guide patients through a calm, confident visit from start to finish. You will also learn core assisting workflow, instruments, and patient instructions to keep appointments on track.

For new or cross-training orthodontic assistants and managers who want consistent, easy-to-follow clinical systems.

Includes: Meet the Team + Assisting 101 + Train the Trainer

Metrics 101

Master your numbers. Learn to track starts, production, collection, A/R, and conversion rates. Understand which metrics drive practice success and how to use data to make informed decisions, set realistic goals, and identify problems before they become crises. For managers, doctors, and coordinators ready to lead with data, not guesswork.

Available to all team members.