The Comprehensive Practice Playbook: Systems for Communication and Care

Module 1: Foundations of Case Presentation

Learn the essential components of building rapport, introducing comprehensive evaluations, and setting clear expectations with new patients—from the first phone call to the clinical chair.

• Lesson 1: The Case Presentation Process Part 1
• Lesson 2: The Case Presentation Process Part 2
• Lesson 3: The Case Presentation Process Part 3
• Lesson 4: The Pre-Clinical Interview
• Lesson 5: Filtering Patients into Your Dental Practice
• Lesson 6: Talking to Patients about Comprehensive Evaluation
• Lesson 7: Using the Initial Phone Call to Align Patient Expectations

Duration: 4 h 45 min · Presented by: Frank Spear, Lee Brady and Gary DeWood

Module 2: Presenting Treatment and Building Value

Master the art of case presentation with techniques that emphasize patient understanding and the true value of care. This module includes strategies for integrating technology to boost treatment acceptance.

• Lesson 1: Presenting Treatment Options
• Lesson 2: Discussing Issues with Existing Patients
• Lesson 3: Establishing Value for Your Treatment Plan
• Lesson 4: Establishing Value for Specific Procedures
• Lesson 5: Using CAD/CAM Technology to Build Value
• Lesson 6: Unlocking Your Practice's Potential Through the FGTP System

Duration: 2 h 36 min · Presented by: Frank Spear and Mark Fleming

Module 3: Enhancing the Patient Experience

Explore how communication tools, empathy, and digital aids can be used to create exceptional patient experiences that improve satisfaction, reduce fear, and support long-term loyalty.

• Lesson 1: Creating Positive Patient Experiences
• Lesson 2: Managing Fear When Presenting Findings
• Lesson 3: Patient Education Demo: Practical Applications
• Lesson 4: An Integral Tool
• Lesson 5: Using Chairside Videos in Hygiene
• Lesson 6: The Personal Touch
• Lesson 7: Using Video to Reinforce Hygiene Instructions
• Lesson 8: The Power of Your Words

Duration: 1 h · Presented by: Frank Spear, Steve Ratcliff and Ricardo Mitrani

Module 4: The Comprehensive Exam and Co-Diagnosis

Dive into the systems behind effective comprehensive exams, record gathering, and patient co-diagnosis that allow for better clinical decisions and increased treatment clarity.

• Lesson 1: Five Critical Exams
• Lesson 2: Five Critical Exams Continued Part 1
• Lesson 3: Five Critical Exams Continued Part 2
• Lesson 4: Case Presentation and Co-Diagnosis Part 1
• Lesson 5: What Records Are Necessary
• Lesson 6: A Systematic Approach to Treatment Planning
• Lesson 7: What Does a Comprehensive Approach Look Like
• Lesson 8: Introducing the Comprehensive Exam to Existing Patients
• Lesson 9: Recognizing Opportunities for Comprehensive Care
• Lesson 10: Recognizing Opportunities Q&ALesson 11: Implementation of the Functional Exam

Duration: 2 h 13 min · Presented by: Frank Spear, Imtiaz Manji, Kim Miller, Kevin Kwiecien and Jeff Rouse

Module 5: Managing Treatment Planning and Patient Choices

Address common patient objections, financial barriers, and phasing challenges while supporting patients in making informed, value-aligned decisions.

• Lesson 1: Recommending Comprehensive Treatment
• Lesson 2: Communicating the True Cost of Treatment
• Lesson 3: Working with Patients Who Delay Treatment
• Lesson 4: Phasing Complex Treatment Over Time
• Lesson 5: Phasing Treatment
• Lesson 6: Insurance and Phased Care
• Lesson 7: Talking to Patients About Comprehensive Care
• Lesson 8: Helping Patients Make Better Treatment Choices
• Lesson 9: Better Treatment Choices Q&A

Duration: 2 h 42 min · Presented by: Frank Spear, Imtiaz Manji and Kevin Kwiecien

Module 6: Overcoming Communication Challenges

Tackle complex communication issues like second opinions, insurance objections, and belief-based resistance. Learn frameworks to guide patients through difficult conversations.

• Lesson 1: Helping Patients Value & Afford Great Dentistry
• Lesson 2: Value & Affordability Q&ALesson 3: Communicating About Insurance
• Lesson 4: Insurance Q&ALesson 5: Identifying Limiting Beliefs vs Reality
• Lesson 6: Conflict Management in the Era of Crisis
• Lesson 7: Managing Second Opinion Patients
• Lesson 8: Patient Communication in Times of Crisis
• Lesson 9: Contemporary Studies & Clinical Applications

Duration: 4 h 54 min · Presented by: Imtiaz Manji, Martin Mendelson and Matthew Chesler

Module 7: Special Considerations in Patient Care

Navigate care with special patient populations and unique clinical challenges, including orthodontics, tooth loss, and minimally invasive solutions.

• Lesson 1: High Expectation Patients — Who Not to Treat
• Lesson 2: Talking to Patients Losing All Their Teeth
• Lesson 3: Explaining the Role of the Endodontist
• Lesson 4: Skeletal Growth and Development
• Lesson 5: Designing Orthodontic Biomechanics
• Lesson 6: Case Studies in Palatal Expansion
• Lesson 7: Why Orthodontics for Adults
• Lesson 8: Adult Orthodontics Explained
• Lesson 9: Minimally Invasive Concepts in Complex Plans
• Lesson 10: More Minimally Invasive Applications
• Lesson 11: Discolored Teeth — Ultraconservative Options

Duration: 6 h 59 min · Presented by: Matthew Chesler, Ricardo Mitrani, Kevin Kwiecien and Rebecca Bockow

Module 8: Practice Implementation and Growth

Gain real-world insights into implementing comprehensive care systems—whether starting a new practice, accepting insurance, or overcoming team hurdles.

• Lesson 1: Intro and Staff Challenges
• Lesson 2: Implementing Care While Accepting Insurance
• Lesson 3: Cost of Implementation
• Lesson 4: Talking About Money
• Lesson 5: Beliefs, Confidence, and Patient Response
• Lesson 6: Being Worried About Delivering
• Lesson 7: Start-Up Practice Lessons
• Lesson 8: Every Patient Is a New Patient
• Lesson 9: Improving Patient Invitations
• Lesson 10: Invitations Q&ALesson 11: Preventing No-Shows in Hygiene
• Lesson 12: No-Shows Q&ALesson 13: What It Means to Be Consumer-Friendly
• Lesson 14: Adding Online Chat
• Lesson 15: Two-Way Texting
• Lesson 16: Online Scheduling for Growth
• Lesson 17: Implementation of Airway in Practice

Duration: 3 h 10 min · Presented by: Kevin Kwiecien, Mike Monokian, Dave Monokian, Courtney Lavigne, Sully Sullivan and Imtiaz Manji

Module 9: Advanced Communication and Team Alignment

Build alignment within your team and across specialists. This module focuses on long-term treatment planning, leadership clarity, and unified messaging for collaborative success.

• Lesson 1: Keys to Effective Patient Communication
• Lesson 2: Interdisciplinary Alignment
• Lesson 3: Are We Treating the Same Patient?

• Lesson 4: Safety Protocols to Build Confidence
• Lesson 5: Elements of Treatment Planning
• Lesson 6: Prevention Is Not Enough
• Lesson 7: Prevention Q&ALesson 8: New Vision for Long-Term Patients
• Lesson 9: New Vision Q&A

Duration: 3 h 52 min · Presented by: Kevin Kwiecien, Imtiaz Manji, Frank Spear and Adam McWethy