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Dental Practice Management Basics: OM 101

Dental Practice Management Basics: OM 101

Whether you're a newly appointed dental office manager, a newcomer to the dental industry, or a dental administrative team member motivated to learn, The Office Manager Training Series (OM101) is your essential guide to navigate through your inaugural year.

What’s Included 

The Office Manager 101 Training Series (OM101) helps you to acquire and hone your skills. Some highlights from the course include: 

  • Understanding your daily tasks 
  • Effective scheduling 
  • Learning and improving office systems 
  • Running effective team meetings 
  • Understanding reports and analysis 
  • A checklist for your first year 
  • Common forms you’ll need for your practice 
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  • Contains 3 Component(s)

    Smile with Unity: Strengthening Dental Leader Relationships

    What is a leader? In this course, you’ll learn tools on how you can become a balanced leader who is team-centered, goal-driven, and supported by your team and other leaders. Determine what is in your Leadership Success Circle and where you can focus to become the leader you want to be!

    Course Objectives:

    • Set personal and professional goals to get to where you want to go
    • How to have leadership meetings that will drive the results you need
    • Tips to have difficult conversations with your leadership team

    Approved for 1 CE towards AADOM Distinctions

    Jennifer Steadman, BSDH, RDH, DAADOM

    Steadman Onboarding Solutions (Jen S.O.S.)

    Jennifer Steadman, BSDH, RDH, DAADOM, is a hiring and transition expert that also specializes in business operations, team development, leadership and communication. She is a speaker and author who has held every position in the dental practice other than dentist! As Director of Operations of a mid-sized DSO with over 200 team members, she was responsible for mergers, acquisitions, office and team onboarding, operations, human resources, and budgeting. But most importantly, leading practice managers and regional managers to support and empower their teams in office. In 2023, Jennifer enthusiastically joined the team of Inspired Hygiene as their Director of Operations, a company that coaches dental teams to elevate their hygiene services, systems, and profits. Jennifer is the founder and former president of The Boston Society of Dental Manager (previously The Boston Chapter of AADOM). In 2020 she was named AADOM’s Practice Administrator of the Year and in 2021 achieved their highest distinction in the association, Diplomate.

    After seeing fellow managers' challenges with leadership, the hiring process, and going through changes of ownership herself, she founded Steadman Onboarding Solutions (Jen S.O.S.). She has navigated teams through positive practice transitions and led teams to harness their strengths through empathetic leadership. 

  • Contains 3 Component(s)

    Stronger Together: Building a Cohesive Dental Team

    Congratulations, you are now a leader and need to motivate and grow your team! But how?

    By taking this course and utilizing its resources you will learn:

    • Ways to transition from peer to leader that set you and the team up for success
    • Techniques to interview, hire, and retain top talent
    • How core values drive behavior, create your core values, and mission with your team
    • How to utilize your AADOM membership to train your team
    • Ideas to celebrate your team today

    Approved for 1 CE towards AADOM Distinctions

    Jennifer Steadman, BSDH, RDH, DAADOM

    Steadman Onboarding Solutions (Jen S.O.S.)

    Jennifer Steadman, BSDH, RDH, DAADOM, is a hiring and transition expert that also specializes in business operations, team development, leadership and communication. She is a speaker and author who has held every position in the dental practice other than dentist! As Director of Operations of a mid-sized DSO with over 200 team members, she was responsible for mergers, acquisitions, office and team onboarding, operations, human resources, and budgeting. But most importantly, leading practice managers and regional managers to support and empower their teams in office. In 2023, Jennifer enthusiastically joined the team of Inspired Hygiene as their Director of Operations, a company that coaches dental teams to elevate their hygiene services, systems, and profits. Jennifer is the founder and former president of The Boston Society of Dental Manager (previously The Boston Chapter of AADOM). In 2020 she was named AADOM’s Practice Administrator of the Year and in 2021 achieved their highest distinction in the association, Diplomate.

    After seeing fellow managers' challenges with leadership, the hiring process, and going through changes of ownership herself, she founded Steadman Onboarding Solutions (Jen S.O.S.). She has navigated teams through positive practice transitions and led teams to harness their strengths through empathetic leadership. 

  • Contains 1 Component(s)

    Huddle with AADOM Series: The 5 C's of Working Together Better, Presented by: Judy Kay Mausolf

    Recognize and utilize words and actions that support practice core values to create clarity.

    Judy Kay

    Mausolf

    Practice Solutions Inc.

    Judy Kay Mausolf, owner, and president of Practice Solutions Inc. is a dental practice management coach, speaker, and author. She coaches dental teams who want to be better leaders, work together better, deliver service with more passion and fun and ultimately grow their practice.

    She does this by developing leadership, broadening mindsets, elevating attitude, strengthening communication and developing skills to build happy, healthy and high performing doctor/team/patient relationships!

    Judy Kay is Past President, National Speakers Association Minnesota Chapter, a member of the National Speakers Association, Academy of Dental Management Consultants, and Director of Sponsoring Partners for the Speaking Consulting Network. She is the author of two books; “TA-DAH! Get Happy in 5 Seconds or Less” and “Rise & Shine; An Evolutionary Journey to Get Out of Your Way and On Your Way to Success,” and a contributing author for many dental publications.

  • Contains 1 Component(s)

    Huddle with AADOM Series: The 5 C's of Working Together Better, Presented by: Judy Kay Mausolf

    Understand and look for ways to show compassion and compromise throughout the day.

    Judy Kay

    Mausolf

    Practice Solutions Inc.

    Judy Kay Mausolf, owner, and president of Practice Solutions Inc. is a dental practice management coach, speaker, and author. She coaches dental teams who want to be better leaders, work together better, deliver service with more passion and fun and ultimately grow their practice.

    She does this by developing leadership, broadening mindsets, elevating attitude, strengthening communication and developing skills to build happy, healthy and high performing doctor/team/patient relationships!

    Judy Kay is Past President, National Speakers Association Minnesota Chapter, a member of the National Speakers Association, Academy of Dental Management Consultants, and Director of Sponsoring Partners for the Speaking Consulting Network. She is the author of two books; “TA-DAH! Get Happy in 5 Seconds or Less” and “Rise & Shine; An Evolutionary Journey to Get Out of Your Way and On Your Way to Success,” and a contributing author for many dental publications.

  • Contains 1 Component(s)

    Huddle with AADOM Series: The 5 C's of Working Together Better, Presented by: Judy Kay Mausolf

    Identify and make daily commitments to step up ownership and accountability.

    Judy Kay

    Mausolf

    Practice Solutions Inc.

    Judy Kay Mausolf, owner, and president of Practice Solutions Inc. is a dental practice management coach, speaker, and author. She coaches dental teams who want to be better leaders, work together better, deliver service with more passion and fun and ultimately grow their practice.

    She does this by developing leadership, broadening mindsets, elevating attitude, strengthening communication and developing skills to build happy, healthy and high performing doctor/team/patient relationships!

    Judy Kay is Past President, National Speakers Association Minnesota Chapter, a member of the National Speakers Association, Academy of Dental Management Consultants, and Director of Sponsoring Partners for the Speaking Consulting Network. She is the author of two books; “TA-DAH! Get Happy in 5 Seconds or Less” and “Rise & Shine; An Evolutionary Journey to Get Out of Your Way and On Your Way to Success,” and a contributing author for many dental publications.

  • Contains 3 Component(s), Includes Credits

    Huddle with AADOM Series: The 5 C's of Working Together Better, Presented by: Judy Kay Mausolf

    Discover opportunities to celebrate individual/department/team successes daily.

    Judy Kay

    Mausolf

    Practice Solutions Inc.

    Judy Kay Mausolf, owner, and president of Practice Solutions Inc. is a dental practice management coach, speaker, and author. She coaches dental teams who want to be better leaders, work together better, deliver service with more passion and fun and ultimately grow their practice.

    She does this by developing leadership, broadening mindsets, elevating attitude, strengthening communication and developing skills to build happy, healthy and high performing doctor/team/patient relationships!

    Judy Kay is Past President, National Speakers Association Minnesota Chapter, a member of the National Speakers Association, Academy of Dental Management Consultants, and Director of Sponsoring Partners for the Speaking Consulting Network. She is the author of two books; “TA-DAH! Get Happy in 5 Seconds or Less” and “Rise & Shine; An Evolutionary Journey to Get Out of Your Way and On Your Way to Success,” and a contributing author for many dental publications.

  • Contains 3 Component(s)

    Conducting the Operations Orchestra

    As a conductor, it is your job to make sure every note is hit, the tone is right, and that there isn’t too much percussion! In your Operations Orchestra, you manage team tasks, providers’ schedules, team time off and so much more! Learn how to effectively conduct your Operations Orchestra for a beautiful finish!  

    • Plan for the expected and unexpected 
    • Forecast team time off so you can exceed goals 
    • What is included in an annual budget 
    • How to evaluate your vendor relationships so you have all the supplies, equipment, and support your practice needs 

    Approved for 1 CE towards AADOM Distinctions

    Jennifer Steadman, BSDH, RDH, DAADOM

    Steadman Onboarding Solutions (Jen S.O.S.)

    Jennifer Steadman, BSDH, RDH, DAADOM, is a hiring and transition expert that also specializes in business operations, team development, leadership and communication. She is a speaker and author who has held every position in the dental practice other than dentist! As Director of Operations of a mid-sized DSO with over 200 team members, she was responsible for mergers, acquisitions, office and team onboarding, operations, human resources, and budgeting. But most importantly, leading practice managers and regional managers to support and empower their teams in office. In 2023, Jennifer enthusiastically joined the team of Inspired Hygiene as their Director of Operations, a company that coaches dental teams to elevate their hygiene services, systems, and profits. Jennifer is the founder and former president of The Boston Society of Dental Manager (previously The Boston Chapter of AADOM). In 2020 she was named AADOM’s Practice Administrator of the Year and in 2021 achieved their highest distinction in the association, Diplomate.

    After seeing fellow managers' challenges with leadership, the hiring process, and going through changes of ownership herself, she founded Steadman Onboarding Solutions (Jen S.O.S.). She has navigated teams through positive practice transitions and led teams to harness their strengths through empathetic leadership. 

  • Contains 2 Component(s)

    Learn the basics of understanding dental and medical terms in the practice.

    AADOM's Dental Terminology module, presented by Teresa Duncan, MS provides the attendees with the basics of understanding dental and medical terms in the practice. 

    Learning Objectives Include:

    • Learn the dental and medical terms used in today's dental practice
    • Identify landmarks of the oral cavity
    • Be able to use the terms when documenting and discussing treatment

     

    Note:  This module is not intended to teach human anatomy.

    Approved for 1 CE towards AADOM Distinctions

    Teresa Duncan, MS, FAADOM

    Odyssey Management

    With over 20 years of healthcare experience, Teresa addresses topics such as Insurance Coding, Office Manager Training and Patient Conversations. Her memberships include the National Speakers Association and the National Association of Dental Plans. She has been named one of the Top 25 Women in Dentistry and is the author of Moving Your Patients to Yes: Easy Insurance Conversations as well as a contributing author to the ADA’s annual CDT Companion Guide™. Her podcasts “Nobody Told Me That!” and “Chew on This!” provide regular coding and management updates. Teresa received her Master’s Degree in Healthcare Management.

  • Contains 2 Component(s)

    This session focuses on how to build and maintain your ideal schedule.

    A well-designed schedule can make the difference between a frantic and a happy team. Learn how to stay on-time and stay efficient with a structured day. 

    In this course, you'll learn:
    • Designing an Effective Schedule: Understand the principles and techniques for creating a well-structured schedule that enhances productivity and reduces stress for the team. Learn how to identify key tasks, prioritize them effectively, and allocate time efficiently.
    • Maintaining Schedule Adherence: Develop strategies to ensure the team consistently follows the planned schedule. Learn how to monitor progress, make necessary adjustments, and handle disruptions without compromising the overall efficiency. 
    •  Optimizing Time Management: Gain skills to improve personal and team time management by incorporating best practices for staying on-time and efficient throughout the day. Learn how to balance workloads, avoid common time-wasting pitfalls, and maintain a positive and productive work environment.

    Approved for 1 CE towards AADOM Distinctions

    Sandy Baird

    Baird Dental Business Concepts

    Sandy Baird is a dental consultant and speaker with over 35 years of hands-on dental management experience, as well as a M.B.A. from Auburn University. She understands how efficient, effective dental businesses are organized and operate.

    Sandy founded Baird Dental Business Concepts in 2005, a full service consulting firm offering general dentists and their teams business, financial, and operational management services. She works with dental practices of all sizes, and has developed a niche with small community, rural dental practices.

    As a dental industry speaker, she brings the experience and enthusiasm necessary to take attendees to the next level of success through presentations focused on systemization, leadership, embezzlement and more. 

  • Contains 2 Component(s)

    This course will prepare attendees so they feel fully equipped and comfortable presenting treatment and gaining a higher percentage of acceptance.

    Presenting treatment to patients can be one of the most feared roles in the dental office. Is this because we must have difficult financial conversations? Or is it because so many dental team members lack the training to feel completely comfortable in “selling” treatment? Whatever the case may be, this course will prepare attendees so they feel fully equipped and comfortable presenting treatment and gaining a higher percentage of acceptance. The more prepared the treatment coordinator is, the better one can help patients understand and appreciate the dental care being offered. The higher the treatment acceptance, the greater the profitability for the practice.

    Course Learning Objectives:

    • Learn the one main secret to getting a high degree of case acceptance
    • Understand how to validate the patient's treatment decisions
    • Find your comfort zone in having financial conversations
    • Learn how your body language affects treatment acceptance

    Approved for 1 CE towards AADOM Distinctions

    Dana Watson, FAADOM

    Dana Speaks Dental

    Dana was named winner of SCN’s Spotlight on Speaking 2019 and is a Fellow of AADOM, the American Academy of Office Management. Dana is also a member of the Academy of Dental Managers & Consultants. Dana is a speaker, teacher, coach, and team trainer for leadership and communication in the dental practice. She is a certified trainer for the Five Voices of Leadership. Dana enjoys teaching foundations of excellence for the dental team and also enjoys building leaders and liaisons within the dental practice. Dana is also an active practice manager of a dental practice in her hometown of Nashville, Tennessee.