Approved for 1.0 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Office managers are often expected to oversee billing performance without becoming the person responsible for every claim, denial, or patient balance. The key to successful leadership is understanding the numbers that reveal the health of the revenue cycle. 

This course teaches office managers and practice leaders how to use six essential revenue cycle metrics to identify problems, uncover revenue leaks, coach team members, and improve financial performance. Participants will learn how to interpret reports, ask better questions, establish accountability, and lead billing teams with confidence.

Attendees will leave with a practical framework for revenue cycle oversight that drives results without
requiring them to personally manage every aspect of dental billing.

Course Learning Objectives:

Upon completion of this course, participants will be able to:

• Identify and interpret the six key revenue cycle metrics that indicate the financial health of a dental
  practice. 
• Recognize warning signs associated with collection percentage, adjustments, insurance accounts receivable, patient accounts receivable, denials, and follow up performance. 
• Analyze billing reports to identify revenue leaks and operational inefficiencies. 
• Implement accountability measures and performance reviews that improve billing outcomes. 
• Lead revenue cycle discussions using data driven decision making rather than assumptions.

Approved for 1.0 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Sustainable growth comes from more than hustle. This strategic session explores the leadership, communication, and operational shifts that help dental practices spot missed opportunities, reduce friction, and grow with intention — without adding overhead or burnout. Attendees step back from the daily pace to see the whole practice and the handful of moves that create real momentum.

Course Learning Objectives:

• Identify the missed opportunities hiding inside everyday practice operations
• Apply the five leadership and operational shifts that create intentional growth
• Reduce the friction in systems that slows production and team momentum
• Build a growth plan that expands results while protecting the team from overhead and burnout

Approved for 1.0 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Successful dental billing is not about working harder. It is about building consistent systems that support a healthy revenue cycle from insurance verification through final payment. 

This course provides dental team members with practical, proven best practices for every stage of the billing process, including insurance verification, documentation, claim submission, rejection management, insurance follow up, appeals, and collections. Participants will learn how small process improvements can reduce denials, improve cash flow, minimize rework, and create a more predictable path to getting paid.

Whether you are new to dental billing or looking to strengthen your existing systems, this course will provide actionable strategies that can be implemented immediately.

Course Learning Objectives:

Upon completion of this course, participants will be able to:

• Implement best practices for insurance verification to reduce preventable billing errors and claim delays.
• Apply documentation and attachment requirements that improve clean claim submission rates.
• Differentiate between claim rejections and denials and identify appropriate next steps for each.
• Develop effective insurance follow up and appeals workflows that accelerate reimbursement.
• Utilize proven revenue cycle processes that improve collections, reduce aging accounts receivable, and strengthen overall financial performance.

Approved for 1 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Dental leaders are being asked to make faster, more informed decisions, but many still rely on reports that are incomplete, delayed, or difficult to translate into action.

In this course, you'll gain practical insights drawn from working with dental practices of all sizes. You'll learn which key performance indicators (KPIs) matter most for managing a successful practice and how to interpret those metrics without needing a finance background.

The course explores how leading dental organizations use dashboards to connect front office activity, provider performance, and financial outcomes. You'll also discover how to identify gaps in current reporting, communicate opportunities to leadership, and build a clear business case for improved financial and operational visibility.

Designed specifically for office managers, administrators, practice leaders, and dental finance professionals, this course will help you better understand the numbers behind your practice and use them to make more informed decisions. It is also valuable for dental finance leaders who want to create or optimize KPIs, dashboards, and reports for organization wide use.

Course Learning Objectives:

• Identify the most relevant operational and financial KPIs used to manage dental practice performance.
• Interpret dashboard data to recognize patterns, performance gaps, and opportunities.
• Explain how operational activities impact financial outcomes.
• Develop a framework to communicate reporting needs and build a business case for improved visibility.

Approved for 0.5 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Effective communication is one of the most powerful tools for reducing stress, confusion, and inefficiency in healthcare offices. When team members communicate clearly and consistently, patient care improves, workflows become smoother, and workplace morale increases. Common causes of chaos include unclear expectations, inconsistent messaging, poor handoffs, and lack of accountability. Successful practices establish structured communication systems such as daily huddles, standardized protocols, clear role definitions, and open feedback channels. By fostering a culture of transparency and teamwork, healthcare offices can reduce errors, improve patient satisfaction, and create a more positive work environment.

Course Learning Objectives:

• Find Clarity & Consistency
• Reduce Wait Times
• Decrease Scheduling Errors
• Standardize Communication
• Enhance Team Coordination
• Strengthen Accountability
• Be Proactive

Approved for 1.0 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Dental practices are full of activity, but activity alone does not guarantee growth, profitability, or stability. In this engaging course, Laci Phillips Newland helps doctors and teams understand what their numbers are really saying. Attendees will learn which key performance indicators matter most, how to identify the story behind the data, and how to use metrics to make smarter decisions in scheduling, collections, hygiene, treatment acceptance, patient flow, and profitability. This course turns confusing reports into practical leadership tools that drive clarity, accountability, and results.

Course Learning Objectives:

By the end of this course, participants will be able to:

•  identify the core metrics that most directly affect practice health
• recognize patterns in practice data that signal opportunity or concern
• connect numbers to systems, team behaviors, and business outcomes
• use metrics to set realistic goals and measure progress
• create more accountability and alignment across the practice team

Approved for 1.0 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Patients begin forming opinions about your practice long before they ever meet the doctor. From your website and online presence to the first phone call, arrival, communication, handoff, and follow-up, everytouchpoint either builds confidence or creates doubt. In this engaging and highly visual course, attendees will learn how to evaluate the patient journey through the eyes of today’s consumer and create a more intentional, consistent, and memorable experience from first impression to lasting loyalty.

Course Learning Objectives:

• Identify where patient expectations are formed before the appointment even begins
• Recognize the moments that either build trust or create friction throughout the patient journey
• Evaluate how communication, environment, and team consistency shape patient perception
• Strengthen handoffs, verbal skills, and follow-up systems to create a more seamless experience
• Apply practical strategies to build loyalty, increase case acceptance, and elevate the overall patient experience

Approved for 1 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Modernizing dental billing with technology is only half the battle. The other half — often harder — is figuring out how to staff it. Turnover is high, coverage gaps hit collections, and hiring another staff member often isn't the answer. Most practices end up choosing between outsourcing and losing control, or growing headcount.

This course gives office managers a practical playbook for staffing in-house billing with AI alongside your team — without outsourcing or growing headcount. You'll learn staffing models that work at different practice sizes, how to divide work between AI and your team so each does what they're best at, and how to structure roles so your best people focus on the highest-value patient and revenue work.

Learn how to use AI alongside your team to build a reliable insurance billing system and team - without outsourcing.

Course Learning Objectives:

• Identify which billing tasks belong with AI and which belong with your team
• Evaluate staffing models that work at different practice sizes — solo, growing, and multi-office
• Free your best team members from admin work — so they can focus on patients and revenue
• Build a billing team and system that scales — without outsourcing or growing headcount

Approved for 1.0 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

This webinar will cover what every dental manager needs to know about keeping their practice PCI compliant, liability free, and adherent to HIPAA security standards. As regulations continue to evolve and PCI fines skyrocket, it’s critical to ensure your office is protected from a potentially costly data breach. And unlike other non-medical businesses, as a dental practice you need to adhere to both PCI and HIPAA requirements. 

Course Learning Objectives:

• What is PCI (payment card industry) compliance?
• How does PCI overlap—and differ—from the HIPAA Security Rule?
• What does becoming PCI compliant require and how to know if your dental office is currently compliant.
• What is your practice’s liability? What questions should you ask IT or your outside technology provider to make sure they are familiar with, and abiding by, PCI requirements?

Approved for 1 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Insurance billing is one of the biggest drains on a dental practice — on time, on staff, and on collections. Yet most offices are still running the same manual workflows they used a decade ago.

This course gives dental office managers a practical framework for modernizing their billing without giving up control, outsourcing, or adding headcount. You'll learn best practices, how to pinpoint the bottlenecks hurting your practice, how technology can move the needle, and how to build billing workflows that hold up as your practice grows.

Walk away with concrete steps to reduce AR, collect more faster, and free your team from the administrative grind — so everyone can focus on patients instead of paperwork.

Learn how to use technology to build an insurance billing system that runs itself - without outsourcing.

Course Learning Objectives:

• Identify the revenue cycle touchpoints where manual processes cause issues — and prioritize which to address first
• Evaluate billing technology against a clear set of criteria: what to look for, what to avoid, and how to measure ROI
• Learn workflows that improve clean claim rates and reduce days in AR, with real examples from dental practices
• Build a billing system that scales with growth without proportionally scaling administrative burden