Confused 2 Confident™
A masterclass for orthodontic insurance billing training.
The most confusing position, simplified. Built inside real orthodontic offices, not a classroom. Your insurance coordinator deserves training that finally makes it click.
Your insurance coordinator deserves this.
Three pillars, one goal: turn a confused insurance coordinator into a confident insurance coordinator.
Insurance billing training
From the fundamentals through the daily challenges: work-in-progress, dual coverage, divorces, and every unexpected obstacle that stumps your team.
Group collab
Meet industry peers, walk through real-life scenarios together, and break through the stubborn claims your office has been stuck on.
Patient education
Learn how to explain insurance to patients in plain language, so bills don't damage the trust your office worked hard to earn.
11 modules that cover your role.
From the basics to the tricky claims, every module stands on its own, so your team can jump to exactly what they need, when they need it.
What is an insurance coordinator?
Discover the key traits, responsibilities, and daily duties that make a successful orthodontic insurance coordinator.
Are you INN or OUT?
Understand the difference between in-network and out-of-network providers and how each impacts your practice and patients.
2 Deciding Factors of Verification
Master the three deciding factors of insurance verifications and learn our proven two-step method for confirming accurate benefits.
A Simple Roadmap to Understanding Coordination of Benefits
Learn how to coordinate primary and secondary insurance to maximize benefits and collect every dollar owed.
Estimate Benefits Effectively
Learn how to accurately estimate insurance benefits so you know who pays, how much, and when.
Clinical 101 + Claim Mastery
Understand essential orthodontic clinical terminology and master clean claim submissions that get paid the first time.
Become a PRO at WIP
Learn what Work in Progress (WIP) claims are, when to submit, and how to ensure proper reimbursement.
Ditch the Contract, Let's Upcharge
Understand when and how you can charge beyond your contracted insurance rates without violating provider agreements.
95% complete. Our 4-Step Follow Up System
Implement our proven four-step follow up system to keep claims moving and payments coming in within 30 days.
Refunds - Who gets What?
Understand why insurance refunds happen, how to calculate them, and who is entitled to receive the money.
Transparency is Key: Keeping Patients in The Loop
Build confidence in explaining insurance benefits clearly so patients understand their financial responsibility and trust stays intact.
Six things every team walks away with. In one masterclass.
One flat tuition covers the entire team. Everyone gets the training, the workbook, the replay window, and the alumni community, no per-seat gotchas.
Everything included in Confused 2 Confident™
$998Whole team · one-timeEvery team member
One admission covers your whole office, front desk to clinical, so everyone's on the same page.
75+ page workbook
Printable playbook with scripts, checklists, and worked examples for every scenario the course covers.
90 days replay access
Rewatch on the schedule that fits your practice. Onboard new hires or refresh anytime in the 90-day window.
Bonus material
Deep-dive resources on the trickiest edge cases, dual coverage, work-in-progress transfers, and more.
twoCREW Alumni group
Membership to the private Facebook community, ask questions, share wins, and stay connected long after the course.
On-demand delivery
Start whenever your team is ready. No scheduled cohort, each office runs it at its own pace.
Taught by people who have been in your seat.
Brittani & Megan, B+Meg, both started in orthodontics at 16 and have worked every position in the office. PACE-approved CE instructors who built this course inside real practices, not a classroom.
Don't take our word for it.
Insurance, made engaging
"This course was AMAZING! Insurance is not fun, but this course made it interesting and engaging to learn about. I would recommend this to anyone looking for insurance training and will definitely be looking into other courses offered."
The nuances, explained
"This course was very helpful in understanding some of the insurance nuances that are not always easy to recognize. I think it will be very helpful in preventing future miscommunications with patients, insurances, and help keep delinquent AR percentages low!"
Lots to share with the team
"This course was great! I found it very helpful and have a lot of good information to share with the rest of my team."
12 years in, still learning
"Even though I have been an insurance coordinator for 12 years, this course showed me some things I didn't know. I recommend it to anyone dealing with orthodontic insurance. You will be educated!"
Answers, before you ask.
I'm brand new to insurance. Is this course for me?+
Yes! Module 1 starts with what an insurance coordinator actually does, and Clinical 101 covers the terms you'll see on every claim, so it won't feel like Greek for long. Seasoned coordinators still pick up plenty in the COB, WIP, and follow-up modules.
What do I do when a patient has two insurances, and how much will each one pay?+
Module 4 is a simple roadmap to coordination of benefits: how primary and secondary pay together, so you collect every dollar owed. Module 5 shows you how to estimate what each plan will pay before treatment starts.
What do I do when a patient gets new insurance in the middle of treatment?+
That's work in progress (WIP). Module 7 covers what WIP claims are, when to submit them, and how to make sure you're properly reimbursed.
What do I do when insurance reps give me wrong information?+
Module 3 walks through the deciding factors of verification and our two-step method for confirming accurate benefits, so you're not relying on one phone call.
What do I do when insurance won't pay on time?+
Getting paid starts with a good follow-up system. Module 9 is our 4-step follow-up system, built to keep claims moving and payments coming in within 30 days.
We're in-network. What and how can we upcharge?+
It depends on your contracts. Module 2 covers how in-network and out-of-network affect your practice, and Module 8 covers when and how you can charge beyond contracted rates without violating your provider agreements.
How much time does it take?+
6 hours of video content, delivered on-demand so your team can chunk it however it fits. Most offices run it over two to three sessions with the workbook alongside.
Can my whole team join?+
Yes, one flat $998 covers your entire office. Front desk, financial coordinator, insurance coordinator, treatment coordinator, office manager, the doctor if they want in. No per-seat fees.
How many CE credit hours, and who accepts them?+
6 CE hours per team member on completion. Confused 2 Confident™ is PACE-approved, so credits are recognized by AGD and most state dental boards. Certificates are issued digitally to each team member's email.
How does my team access the course?+
Each office gets a single login to the course portal so progress and CE credits are tracked accordingly. Watch on any device, laptop, tablet, phone. No app to install.
What happens after I register?+
The Monday after you register, you'll get a welcome email with your course portal login, your 90-day replay window starts, and your printed workbook ships to your office.
What if the course isn't the right fit?+
Please email info@thewyrickoutlook.com within 14 days of course completion if you are unhappy with your purchase.
Turn confusion into confidence. Register your team.
One tuition covers the whole office, workbook, replay window, and alumni community included.
Fill in the details and we’ll get you set up on-demand.
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Keep B+Meg in your corner every week.
For offices that need a little more than the course. Get custom coaching from B&Meg at a fraction of the cost of 1:1 consulting.
- 4 weekly live group coaching sessions with B + Meg
- Bonus mastermind session
- Editable role specific playbook template
- Personalized implementation action plan
New groups start on the 1st of every month. Register anytime and you’ll join the next one.