Course Overview
Transform your dental practice with proven strategies for growth, efficiency, and leadership. This course equips you with the tools to optimize succession, streamline operations, empower your team, and elevate patient value—laying the foundation for lasting success. Whether you're focused on team development, operational efficiency, or enhancing patient experiences, this course provides comprehensive solutions to ensure your practice thrives in a competitive environment.
What You Will Learn
- Module 1: Succession Planning & Talent Development
- Module 2: Facility & Resource Optimization
- Module 3: Building Associate & Team Value
- Module 4: Scheduling for Efficiency & Growth
- Module 5: Communication Excellence
- Module 6: Team Alignment & Leadership
Full Course Program
Module 1: Succession Planning & Talent Development
Build a future-ready practice by planning leadership transitions and associate readiness.
This module provides a framework for preparing for leadership changes, ensuring a smooth transition for associates, and developing talent to strengthen your practice's future. Learn how to integrate new doctors, assess associate readiness, and create a growth path for both associates and the overall team.
- Lesson 1: Context for Succession Planning
- Lesson 2: Readiness for Associates and Succession
- Lesson 3: Value Possibilities for Associates and Succession
- Lesson 4: Context for Succession Candidates
- Lesson 5: Finding the Right Succession Candidate
- Lesson 6: Interviewing Candidates
- Lesson 7: Introducing Candidates to the Practice
- Lesson 8: Sharing Information with Candidates
- Lesson 9: Context for Integrating the New Doctor
- Lesson 10: Owner and Associate Clinical Alignment
- Lesson 11: Associate Clinical Growth
- Lesson 12: Adding Team Members to Support Associate Integration
- Lesson 13: Team Strategies for Building Associate Value
Duration: 6 h 51 min · Presented by: Imtiaz Manji
Module 2: Facility & Resource Optimization
Maximize physical and technological assets for scalable growth.
Learn to make the most of your practice’s resources, from facility utilization and calendar planning to reinvesting in technology. This module teaches you how to plan for growth and expansion, ensuring that your practice's infrastructure supports both current and future needs.
- Lesson 1: Context for Facility Utilization and Calendar Planning
- Lesson 2: Calendar Planning in Successions
- Lesson 3: Facility Expansions in Successions
- Lesson 4: Equipment and Technology Reinvestment Strategies
Duration: 2 h 14 min · Presented by: Imtiaz Manji
Module 3: Building Associate & Team Value
Enhance team and associate impact through structure, alignment, and growth strategies.
This module focuses on building the value of your team and associates by developing clear roles, aligning objectives, and fostering a supportive environment. You’ll explore how to establish roles that benefit both general and specialist practices and increase patient value across the practice.
- Lesson 1: Context for Patient Value
- Lesson 2: Clinical Component for Patient Value
- Lesson 3: Environmental Component for Patient Value
- Lesson 4: Branding Component for Patient Value
- Lesson 5: Digital Component for Patient Value
- Lesson 6: Team Component for Patient Value
- Lesson 7: Context for Value Roles in GP Practices
- Lesson 8: GP Concierge Value Role
- Lesson 9: GP Relationship Coordinator Value Role
- Lesson 10: GP Treatment Coordinator Value Role
- Lesson 11: GP Provider Value Role
- Lesson 12: Context for Value Roles in Specialist Practices
- Lesson 13: Specialist Concierge Value Role
- Lesson 14: Specialist Relationship Coordinator Value Role
- Lesson 15: Specialist Treatment Coordinator Value Role
- Lesson 16: Specialist Provider Value Role
- Lesson 17: Understanding Leadership Tools - Systematizing Team Management
- Lesson 18: Creating and Using Role Scorecards - Systematizing Team Management
- Lesson 19: The Value Roles Approach to Defining Team Contributions - Systematizing Team Management
- Lesson 20: Conducting a One-on-One Growth Conference Meeting - Systematizing Team Management
- Lesson 21: Characteristics of Ideal Team Players
Duration: 9 h 48 min · Presented by: Imtiaz Manji and Aimee Fletcher
Module 4: Scheduling for Efficiency & Growth
Create systems for optimal patient flow and productivity.
Learn the art of strategic scheduling to maximize productivity and enhance patient experience. This module covers how to design perfect day templates, pre-block time for balanced days, and use morning huddles to drive efficiency.
- Lesson 1: The Power of Strategic Scheduling
- Lesson 2: The Fundamentals of a Perfect Schedule
- Lesson 3: Putting the Pieces in Place: The Art of Pre-Blocking to Promote Balanced, Productive Days, Every Day
- Lesson 4: Making It Real: Designing Perfect Day Scheduling Templates
- Lesson 5: Using Morning Perfect Day Huddles to Drive Your Schedule
Duration: 1 h 6 min · Presented by: Amy Morgan
Module 5: Communication Excellence
Strengthen communication across the team, with specialists, and with labs.
Effective communication is key to a seamless practice. In this module, you’ll learn how to improve communication with your team, specialists, and labs to ensure everyone is aligned and focused on the same goal: the best patient outcomes.
- Lesson 1: Giving & Receiving Feedback
- Lesson 2: Optimizing Critical Communication with your Lab Technician
- Lesson 3: Chair to Lab and Back - Lab Communication for the Dental Assistant
- Lesson 4: What Does the Lab Need for a Diagnostic Wax-Up - Lab Communication for the Dental Assistant
- Lesson 5: What Does the Lab Need for a Restorative Case - Lab Communication for the Dental Assistant
- Lesson 6: Preparing the Case to Ship to the Lab - Lab Communication for the Dental Assistant
- Lesson 7: Initial Communication - Continual Specialist Communication: Who is Responsible
- Lesson 8: Identify and Agree on Critical Outcomes - Continual Specialist Communication: Who is Responsible
- Lesson 9: Identify and Agree on Critical Timelines - Continual Specialist Communication: Who is Responsible
- Lesson 10: The Rest of the Story - Continual Specialist Communication: Who is Responsible
- Lesson 11: Systems With Intention - Continual Specialist Communication: Who is Responsible
- Lesson 12: Identifying and Profiling Different Types of Referring Dentists - Creating Meaningful Connections
Duration: 2 h 05 min · Presented by: Ricardo Mitrani, Steve Ratcliff, Kevin Kwiecien and Mary Anne Salcetti
Module 6: Team Alignment & Leadership
Foster team alignment and leadership to support comprehensive patient care.
Learn how to align your team to work toward comprehensive patient care and growth. This module provides insights on leading effective team meetings, identifying patient needs, and optimizing the patient experience for comprehensive care.
- Lesson 1: Conducting Team Meetings
- Lesson 2: Effective and Focused Morning Meetings
- Lesson 3: Effective and Focused Morning Meetings Q&ALesson 4: How Do I Create Alignment with my Team for Comprehensive Care and Growth
- Lesson 5: What Influences the Grey Area for Patient Needs and Wants
- Lesson 6: How Do I Find Clinical Growth Opportunities in My Patient Base
- Lesson 7: TM Video Restorative Doctors on Team Alignment and Growth
- Lesson 8: How Do I Optimize the Patient Experience for Comprehensive
Duration: 1 h 14 min · Presented by: Imtiaz Manji