twoCREW Collective
- Description
- Curriculum
- Reviews
Welcome + Onboarding
Learn2Lead - Office Manager Track
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1
Baseline / Reporting -
2OM Group Coaching Call
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3CH1 / V1: Office Manager Definition + Goals
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4CH1 / V2: 4 Types of Managers
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5CH1 / V3: Key Job Duties as an OM
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6CH1 / V4: Review With Your Doctor
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7CH2 / V1: Employee Handbooks + Office Policies
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8CH2 / V2: What is an Employee Handbook and Why Have One?
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9CH2 / V3: Key Items to Include In Your Handbook
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10CH2 / V4: Rules to Follow When Creating a Handbook
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11CH3 / V1: Establishing Team Positions
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12CH3 / V2: What is a Job Description and Why Have One?
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13CH3 / V3: Key Items To Include In Every Job Description
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14CH3 / V4: What to Avoid in a Job Description
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15CH3 / V5: Our Templated Job Description for Every Position
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16Week 1: Recap
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17CH4 / V1: Hiring Your Dream Team
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18CH4 / V2: Job Postings
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19CH4 / V3: Evolution of an Interview
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20CH4 / V4: Making an Offer
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21CH4 / V5: Onboarding Checklist
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22CH5 / V1: Effective Training
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23CH5 / V2: What is Training Protocol and Why Have One?
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24CH5 / V3: Creating a Systems Manual
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25CH5 / V4: Crosstrain!
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26CH6 / V1: Job Evalutions
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27CH6 / V2: What is a Job Evaluation and Why Have Them?
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28CH6 / V3: When to Conduct a Job Evaluation?
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29CH6 / V4: What Makes For a Good Job Evaluation?
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30Week 2: Recap
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31CH7 / V1: Cultivating a Team of Runners
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32CH7 / V2: What is Employee Engagement?
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33CH7 / V3: Types of Team Members On Your Bus
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34CH7 / V4: How to Increase Employee Engagement
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35CH8 / V1: The Break Up
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36CH8 / V2: Three Types of Break Ups
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37CH8 / V3: Important Items Needed During a BreakUp
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38CH9 / V1: Managing All The Things
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39Week 3: Recap
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40Analysis / 1:1 Check In
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41OM FINAL Coaching Call
Prospects2Patients - Treatment Coordinator Track
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42Baseline / Reporting
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43TC Group Coaching Call
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44CH1 / V1: Defining your Role as a TC
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45CH1 / V2: TC Definition, Key Traits, Goals
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46CH1 / V3: Key Job Duties as a Treatment Coordinator
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47CH2 / V1: First Impressions, Navigating the New Patient Phone Call
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48CH2 / V2: What is a New Patient Phone Call and What are the Types?
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49CH2 / V3: New Patient Phone Slip
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50CH2 / V4: Key Items to Consider for New Patient Phone Call
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51CH3 / V1: Prep Like a Pro
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52CH3 / V2: What is an Intro Call, When is it Made, and Why is it Important?
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53CH3 / V3: Items to Review on The Intro Call
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54Week 1: Recap
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55CH4 / V1: Its Showtime! Leading the Way in the Exam
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56CH4 / V2: Meet and Greet
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57CH4 / V3: Doctor Review
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58CH4 / V4: TC Takeover
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59CH4 / V5: Exam Recap
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60CH5 / V1: Let's Talk Teeth
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61CH5 / V2: Tooth Numbering Systems
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62CH5 / V3: Types of Bites
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63CH5 / V4: Phase of Treatment
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64CH5 / V5: Statuses
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65CH6 / V1: Money Maters
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66CH6 / V2: Financial Parameters
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67CH6 / V3: Payment Plans Offered
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68CH6 / V4: 0% Financing
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69CH6 / V5: Paid In Full
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70CH6 / V6: Flex Payments
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71CH6 / V7: 3rd Party Financing
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72CH6 / V8: Courtesies
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73CH6 / V9: Biggest Mistake
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74CH6 / V10: Estimating Insurance
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75Week 2: Recap
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76CH7 / V1: Overcoming Exam Hurdles
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77CH7 / V2: Most Common Exam Hurdles
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78CH7 / V3: Financial Hurdles
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79CH7 / V4: Scheduling Hurdles
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80CH7 / V5: Treatment Hurdles
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81CH8 / V1: Staying Connected. Patient Follow Ups
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82CH8 / V2: Why it Matters and How to be Successful
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83CH8 / V3: Our 6MO Pending Protocol
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84CH9 / V1: Goals and Reporting
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85CH9 / V2: Why We Set Goals and Common Goals to Set
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86CH9 / V3: Conversion Vs Closure Rate
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87CH9 / V4: Pending Patients
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88CH9 / V5: Observation
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89CH9 / V6: Referrals
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90CH9 / V7: Treatment Modalities
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91CH9 / V8: Common Daily, Weekly, Monthly and Semi Annual Reports
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92Week 3: Recap
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93Analysis / 1:1 Check in's
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94TC FINAL Group Coaching Call
Confused2Confident - Insurance Coordinator Track
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95Baseline / Reporting
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96IC Group Coaching Call
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97CH1 / V1: What is an Insurance Coordinator
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98CH1 / V2: Insurance Coordinator Definition and Key Traits
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99CH1 / V3: Key Job Duties of an Insurance Coordinator
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100CH2 / V1: INN or OUT
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101CH2 / V2: What is Means to be INN vs OUT
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102CH2 / V3: Advantages + Disadvantages of Being In vs OUT
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103CH2 / V4: Contracted Office Responsibilities
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104CH2 / V5: Non-Contracted Office Hurdles
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105CH3 / V1: Verifications
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106CH3 / V2: When to Verify
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107CH3 / V3: How to Verify
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108CH3 / V4: What to Verify
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109CH3 / V5: What We Recommend
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110Ch4 / V1: Coordination of Benefits
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111CH4 / V2: Types of COB
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112CH4 / V3: Determining Primary Vs Secondary
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113Week 1: Recap
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114CH5 / V1: Estimating Benefits
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115CH5 / V2: Two Calculations
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116CH5 / V3: Transparency in Benefits
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117CH5 / V4: In Network vs OUT of Network Examples
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118CH5 /V5: OON - UCR VS TCF
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119CH5 / V6: Dual Coverage Examples
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120CH5 / V7: Items to Watch for When Quoting Benefits
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121CH5 / V8: Quoting a Policy w/ a Shared Maximum
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122CH5 / V9: Quoting a Policy w/ a Deductible
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123CH6 / V1: Clinical 101 / Claim Mastery
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124CH6 / V2: Tooth Chart / Types of Bites
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125CH6 / V3: Proper Authorizations
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126CH6 / V4: Two Main Factors When Determining Codes
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127CH6 / V5: 7 Main Orthodontic Codes
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128CH6 / V6: Anatomy of a Claim Form
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129CH6 / V7: Secondary Claims
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130CH6 / V8: Bundling VS Unbundling
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131CH6 / V9: Cigna Claims
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132CH7 / V1: What is WIP
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133CH7 / V2: Items Needed for WIP
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134CH7 / V3: WIP VS TOC
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135CH8 / V1: Upcharging
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136CH8 / V2: What is a Non-Covered Service?
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137CH8 / V3: Insurance Company Exclusion
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138Week 2: Recap
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139CH9 / V1: Follow Up Systems
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140CH9 / V2: Goal of Insurance AR
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141CH9 / V3: 4 Step Follow Up System
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142CH9 / V4: What is an EOB and How to Read it?
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143CH9 / V5: Checks VS EFT's
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144CH9 / V6: Disputes
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145CH10 / V1: Refunds
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146CH10 / V2: Items to Check Before Issuing Refund
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147CH10 / V3: Who Gets What?
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148CH11 / V1: Patient Education
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149CH11 / V2: Understanding Your Insurance
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150CH11 / V3: First and Final Payment Letters
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151CH11 / V4: Insurance Termination and Follow Up
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152Week 3: Recap
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153Analysis / 1:1 Check Ins
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154IC FINAL Group Coaching Call
Master the Money - Financial Coordinator Track
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155Baseline / Reporting
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156FC Group Coaching Call
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157CH1 / V1: What is a Financial Coordinator?
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158CH1 / V2: Financial Coordinator Definition , Key Traits and Goals
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159CH1 / V3: Key Job Duties of a Financial Coordinator
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160CH2 / V1: Setting Financial Parameters Your Patients Will Love and Respect
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161CH2 / V2: What are Financial Parameters and Why Have Them?
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162CH2 / V3: Most Common Types of Payment Options and Why Options are Important
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163CH2 / V4: Financial Parameters around 0% Interested
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164CH2 / V5: Financial Parameters Around Paid In Full
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165CH2 / V6: Financial Parameters Around Flex Payments
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166CH2 / V7: Financial Parameters Around Third Party
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167CH2 / V8: ACH vs CC
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168CH2 / V9: Courtesies
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169CH2 / V10: Statements, Late Fees, and Misc Charges
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170CH3 / V1: Establishing Fees and Quoting Patients
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171CH3 / V2: Fees in Tiers
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172CH3 / V3: #1 Rule to Avoid
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173CH3 / V4: Fees MUST Change
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174CH4 / V1: It's All In The Contract
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175CH4 / V2: What is a Contract and Why Have One?
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176CH4 / V3: 6 Forms That Make Up a Complete Contract
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177CH4 / V4: When to Enter Contracts
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178CH4 / V5: #1 Item to Avoid In Contracts
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179Week 1 Recap
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180CH5 / V1: Renegotiation
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181CH5 / V2: Renegotiation of Past Due Accounts
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182CH5 / V3: Renegotiation of Insurance Balances
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183CH5 / V4: Renegotiation of Bulk Payments
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184CH6 / V1: Debond w/ Balance
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185CH6 / V2: Goals and Expectations
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186CH6 / V3: Report and Review
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187CH7 / V1: The Art of Past Due Protocol
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188CH7 / V2: Past Due Protocol
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189CH7 / V3: Things to Consider in Past Due Protocol
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190Week 2 Recap
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191CH8 / V1: Collections
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192CH8 / V2: The #1 Excuse
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193CH8 / V3: Differences in Collection Agencies
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194CH8 / V4: How to Send an Acct to Collections
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195CH9 / V1: Transfers
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196CH9 / V2: What is a Transfer and What does it Mean?
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197CH9 / V3: How to Calculate Transfers
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198CH10 / V1: Goals and Reporting
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199CH10 / V2: Why We Set goals and What Goals To Set
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200CH10 / V3: Productions and Collections
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201CH10 / V4: Past Due Patient AR
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202CH10 / V5: Credits
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203CH10 / V6: Adjustments
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204Week 3 Recap
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205Analysis / 1:1 Check Ins
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206FC FINAL Group Coaching
Secrets2Scheduling - Scheduling Coordinator Track
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207Baseline / Reporting
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208SC Group Coaching Call
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209CH1 / V1: Defining Your Role as a Scheduling Coordinator
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210CH1 / V2: Scheduling Coordinator Definition, Key Traits, Goals
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211CH1 / V3: Key Job Duties as a Scheduling Coordinator
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212CH2 / V1: Setting the State
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213CH2 / V2: Stage Presense
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214CH2 / V3: Understanding the 5 Groups of People We Work With
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215CH2 / V4: Communication Etiquette
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216CH2 / V5: Greetings and Response Time
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217CH2 / V6: How to Properly Put Someone On Hold
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218CH2 / V7: VM's and Away Messages
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219CH3 / V1: New Patient Intake
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220CH3 / V2: New Patient Phone Call
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221CH3 / V3: Settings Expectations
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222CH3 / V4: Preparing for the Consult
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223CH4 / V1: Scheduling Policies
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224CH4 / V2: What are Scheduling Policies, Why have Them and Who's Responsible?
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225CH4 / V3: Most Common Scheduling Policies
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226Week 2 Recap
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227CH5 / V1: Scheduling Template
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228CH5 / V2: What is a Scheduling Template?
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229CH5 / V3: Common Items to Consider in a Scheduling Template
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230CH6 / V1: How to Properly Schedule
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231CH6 / V2: Items to Look for Prior to Scheduling
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232CH6 / V3: How to Properly Set Scheduling Expectations
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233CH6 / V4: Do's and Dont's of Scheduling
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234CH7 / V1: Difficult Appointments
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235CH7 / V2: Emergency Appointments
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236CH7 / V3: Delinquent Account Appointments
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237CH7 / V4: PM Only Appointments
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238Week 2 Recap
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239CH8 / V1: Missed Appointments
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240CH8 / V2: Missed Appointment Defintion and Goals
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241CH8 / V3: How to Minimize Missed Appointments
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242CH8 / V4: Missed Appointment Protocol
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243CH9 / V1: Morning Meeting Reporting
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244CH9 / V2: Morning Meeting Definition and Goals
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245CH9 / V3: How to Contribute to the Morning Meeting as a Scheduling Coordinator
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246CH10 / V1: Goals and Reporting
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247CH10 / V2: Why Set Goals and What Goal to Set
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248CH10 / V3: Patients without Appointments
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249CH10 / V4: Missed Call Rate
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250CH10 / V5: Missed Appointment Rate
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251CH10 / V6: Misc Reports
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252Week 3 Recap
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253Analysis / 1:1 Check In's
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254SC FINAL Group Coaching Call
DentalAssistant2OrthoAssistant - Clinical Assistant Track
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255Baseline / Reporting
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256CLINICAL Group Coaching Call
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257CH1 / V1: Dental Assistant to Ortho Assistant
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258CH1 / V2: Orthodontic Assistant Definition, Key Traits, Goals
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259CH1 / V3: Key Job Duties of an Orthodontic Assistant
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260CH2 / V1: Oral and Dental Anatomy
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261CH2 / V2: Dentition
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262CH2 / V3: Tooth Numbering Systems
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263CH2 / V4: Know Your Path, Tooth Surfaces and Directions
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264CH2 / V5: Bites: Types of Classifications
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265CH2 / V6: Types of Phases
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266CH3 / V1: It's all in the shot: Orthodontic Records
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267CH3 / V2: Lets Talk Photos
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268CH3 / V3: What's Needed to Take Orthodontic Photos
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269CH3 / V4: What Order Do We Take Photos
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270CH3 / V5: Xrays
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271CH4 / V1: So Fresh and So Clean
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272Week 1 Recap
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273CH5 / V1: Tools Under Your Belt
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274CH6 / V1: What's Used to Hold and Move Teeth
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275CH6 / V2: Anatomy of a Bracket
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276CH6 / V3: Bands
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277CH6 / V4: Seperators
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278CH6 / V5: Wires
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279CH6 / V6: Engagement of a Wire
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280CH6 / V7: All About Aligners
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281CH6 / V8: All About Correcting the Bite
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282CH6 / V9: Class II Bite Correcting Appliances
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283CH6 / V10: Class III Bite Correcting Appliances
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284CH6 / V11: Expansion Appliances
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285CH6 / V12: Holding Appliances
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286CH7 / V1: Direct VS Indirect
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287CH7 / V2: Direct Bonding
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288CH7 / V3: Indirect Bonding
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289CH8 / V1: Delivering the Goods
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290CH8 / V2: Bonding Materials
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291CH8 / V3: Bonding Step by Step
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292CH8 / V4: Lets Break It Down
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293CH8 / V5: Banding Step by Step
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294Week 2 Recap
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295CH9 / V1: Sticky Situations
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296CH9 / V2: Emergencies
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297CH10 / V1: Review and Remote
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298CH10 / V2: Finishing Treatment
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299CH11 / V1: Be Prepared! Keep Things Moving
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300CH11 / V2: Additional Tips
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301Week 3 Recap
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302Analysis / 1:1 Check Ins
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303CLINICAL FINAL Group Coaching Call
Referrals2RavingFans - Marketing Coordinator Track
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304Baseline / Reporting
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305MC Group Coaching Call
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306CH1 / V1: Establishing Your Role as a Marketing Coordinator
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307CH1 / V2: Marketing Coordinator Definition, Key Traits, Goals
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308CH1 / V3: Key Job Duties as a Marketing Coordinator
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309CH2 / V1: Crafting your Identity
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310CH2 / V2: What is a Brand, Key Elements, Goals
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311CH2 / V3: Ideal Client Avatar, Why Have One, How to Create One
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312CH3 / V1: Building an Effective Marketing Calendar
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313CH3 / V2: What is a Marketing Calendar and What Should it Achieve?
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314CH3 / V3 / How to Build a Marketing Calendar
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315Week 1 Recap
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316CH4 / V1: Cultivating Engagement and Influence Through Social Media
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317CH4 / V2: What is a Social Media Calendar and What Are the Goals?
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318CH4 / V3: How Do We Build an Effective Social Calendar
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319CH4 / V4: Anatomy of a Post
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320CH5 / V1: Inbox Impact: The Power of Email Marketing
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321CH5 / V2: What is Email Marketing and What are the Goals
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322CH5 / V3: What Does a Successful Marketing Campaign Look Like?
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323CH5 / V4: How to Deliver an Email Campaign to Email Subscribers
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324CH6 / V1: Your Digital Home: Designing a Power Website Experience
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325CH6 / V2: Goals of a Website
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326CH6 / V3: What Makes for a Good Website
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327CH6 / V4: Understanding Your Website
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328Week 2 Recap
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329CH7 / V1: Customer Feedback: Using Reviews to Drive Growth
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330CH7 / V2: Types of Reviews
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331CH7 / V3: Asking for Reviews
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332CH7 / V4: Responding to Reviews
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333CH8 / V1: The Low Hanging Fruit: Referral Retention
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334CH8 / V2: Definition and Why do We Market to These Categories?
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335CH8 / V3: How Do We Marketing to These Groups
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336CH9 / V1: It's all in the Reports
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337CH9 / V2: Why Set Goals
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338CH9 / V3: Example Goals and Reports
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339Week 3 Recap
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340Analysis / 1:1 Check Ins
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341MC FINAL Group Coaching Call
A Year In Review
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