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Training Videos
Handling Insurance Claims to Benefits – Real-World Scenarios
Learn how Canadian dental clinics can confidently manage real-life scenarios when submitting claims to insurance benefits. Improve team communication and patient clarity across your front desk.
Navigating Fee Guide Differences in Ontario Dental Practices
Understand how to explain fee guide discrepancies when your clinic follows the Ontario Dental Association (ODA) rates but patients have custom fee plans.
Interpreting Insurance Responses: Approval, Acknowledgment, or Rejection
Train your dental front office to understand and explain the three types of insurance responses in Canada: explanation of benefits, claim acknowledgment, and claim rejection.
Seating the Patient – Clinical Staff Engagement Training
Enhance patient experience during recurring visits with this clinical operations video. Learn how to greet returning patients, complete comfort checklists, build personal connection, adjust ergonomics, and prepare for treatment, key steps to improve patient experience efficiency in Canadian dental clinics.
Managing Frequency Limits & Age Restrictions in Dental Insurance
Help your dental admin team handle common coverage challenges like age limits and frequency restrictions—without frustrating your patients.
Preventing Financial Surprises in Canadian Dental Clinics
Give your team tools to avoid billing surprises. This training helps clinics build trust through transparent financial conversations before treatment.
Setting Up the Operatory – Preparing the Room for Patient Arrival
Master the art of creating a welcoming and hygienic environment before a patient enters. This video walks through setting up the room, making patients feel safe, seen, and settled—boosting both team and patient comfort in dental clinics across Canada.
Checking In a New Patient – Reception & Admin Training
Master the art of first impressions with this check-in training for new patients. Learn how to greet warmly, confirm appointments, explain treatment, offer amenities, and present a comfort menu—all tailored for dental clinics in Canada.
Checking Out a Patient – Billing & Scheduling Training
Learn the complete patient checkout process—from confirming treatment details and payment options to collecting Google reviews. Ideal for front desk teams in Canada looking to boost patient satisfaction and appointment efficiency.
Claim Acknowledgement Process – Insurance Admin Training
Train your team on how to handle post-treatment insurance claim acknowledgment. Includes how to explain next steps, collect patient signatures, and clarify expectations—streamlining dental insurance processing in Canadian practices.
Checking In a Regular Patient – Reception Workflow Training
Refine your patient check-in process for returning clients. This training shows how to acknowledge by name, confirm benefits, verify treatment, and provide a personalized welcome—improving patient loyalty and front desk efficiency in Canadian dental clinics.
Bringing the Patient to Checkout – Front Desk & Treatment Coordinator Training
Learn how to professionally transition patients to checkout in a Canadian dental clinic. This training covers how to address the patient by name, summarize completed treatments, confirm billing, discuss hygiene and next appointment status, and end with a warm thank-you—ensuring a seamless front desk experience.
Explaining 100% Insurance Coverage to Patients
Break down what “100% coverage” really means in a Canadian dental clinic. Ensure your team sets the right expectations and avoids confusion at checkout.
Explaining Dental Benefits – Admin Team Training
This video teaches Canadian dental front desk teams how to clearly explain patient benefits, coverage limits, and insurance processes—ensuring transparency, trust, and smoother billing communication in your dental practice.
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