Dental team training
Find the right fit for your team
From a single focused session to a full 90-day dental team training engagement, every training is built around your practice — not a script.
Private Training Engagement
A fully customized dental team training experience built around your practice. Topics are selected after a discovery call — delivered on-site at your practice or virtually.
What's included
- 1 full day on-site training or virtual sessions
- CE credits
- Custom training manual built for your practice
- Custom collection protocol
- Dental Insurance SOS — unlimited support via text/email for 30 or 90 days
- Follow-up coaching call(s) to review goals, KPIs, and next steps
- KPI & goal tracking
Format options
Virtual Mini Sessions
One focused topic, one Zoom session. Great for teams that need a targeted boost in one area, or want to experience working with Bri before committing to a full engagement.
What's included
- 60–90 minute Zoom session
- CE credits
- No custom manual
- No collection protocol
- No ongoing support
- No coaching calls
Format options
Virtual mini sessions
Available dental team training topics
These topics are available as standalone virtual mini sessions — or covered in depth as part of a private training engagement. Each mini session is 60–90 minutes on Zoom with CE credits included.
The money mindset
Why dentistry costs what it costs — and how to stop letting insurance lead the conversation. This shift changes how your whole team talks about money.
Insurance breakdowns & verification
A repeatable system for pulling benefits accurately every time — and knowing exactly what you're looking at when you get them.
Estimating copays — taking the guesswork out
Use your software to do the heavy lifting on the math, screen for red tape restrictions and things that will cause claims to deny — and present accurate estimates to patients with confidence. No more guessing, no more surprise bills.
Submitting clean claims — paid the first time
Learn how to attach proper documentation, build clinical notes that serve as the narrative, and embed every piece of data the insurance company needs to pay without asking for more. Key phrases and data points that turn a good claim into a great one.
Insurance appeals
How to write and submit an appeal that actually works — with the clinical language and documentation to back it up.
Treatment planning, the patient hand-off & compassionate money conversations
How to present treatment, offer financing options, and collect on or before the date of diagnosis. Lead with clarity, reduce surprise patient bills, and increase revenue — without sacrificing the patient relationship.
Out-of-network practice
What it really means to operate out-of-network — how to estimate out-of-network copays accurately, and how to answer "do you take my insurance?" in a way that converts callers into patients without apology.
Outstanding claims & insurance aging
How to work your aging report, follow up on stuck claims, and stop letting money you've already earned sit uncollected.
Rock-solid collection protocol
Build a collection protocol that actually works for your practice. Clear guidelines, assigned tasks, and built-in accountability so nothing falls through the cracks and everyone knows their role.
KPIs & collections ratio — where is your money stuck?
Learn what to look for to find where money is getting stuck and fix the root cause — not just the symptom. Is it patient billing? Claims sitting unpaid? We'll teach you how to read your numbers, spot trends, and calculate your collections ratio: how much of the money you could have collected did you actually collect?