Prospects 2 Patients™
A masterclass for orthodontic treatment coordinator training.
Your TC is the first real conversation a family has with your practice. (No pressure, right?!) Learn to guide every new patient from the first phone call to a confident yes, without it ever feeling like a sales pitch.
Your treatment coordinator sets the tone for every family.
Three pillars that help your TC turn new patient exams into starts, and feel good about every conversation along the way.
TC training
From new patient phone calls to the first exam and every follow-up after, the full new patient journey in one place.
Group collab
Meet others in the industry and work through real-life new patient scenarios together, including the ones that keep you up at night.
Best practices
Build strong relationships with patients and families as you work together to better their lives. (Honestly, our favorite part of the job!)
9 modules that cover every new patient moment.
From the first ring to the follow-up text, each module stands on its own so your TC can jump to whatever's costing you starts right now.
Establishing Your Role As a TC
Discover the key responsibilities, essential skills, and daily expectations that make a successful orthodontic treatment coordinator.
First Impressions: Navigating the New Patient Phone Call
Master the art of creating a memorable first impression, building trust, and turning new patient inquiries into scheduled consultations.
Prep Like a Pro: Essential Tasks Before the Big Day
Learn how to prepare for new patient consultations by gathering essential information, reviewing records, and setting the stage for a seamless exam experience.
It's Showtime! Leading the Way in an Exam
Learn how to confidently guide patients through the consultation process, build meaningful connections, and turn exams into treatment starts.
Let's Talk Teeth (Clinical 101)
Build a strong foundation in orthodontic terminology, treatment options, and clinical concepts so you can confidently educate patients and answer their questions.
Money Matters: Building a Strong Financial Foundation
Master the essentials of presenting treatment fees, explaining insurance benefits, and creating financial arrangements that make treatment accessible while protecting practice profitability.
Overcoming Exam Hurdles
Learn how to confidently navigate patient objections, address concerns, and overcome common barriers that prevent patients from starting treatment.
Staying Connected: Patient Follow-Ups
Implement a strategic follow-up system that keeps patients engaged, builds trust, and turns undecided consultations into future treatment starts.
It's All in the Reports!
Discover the key treatment coordinator metrics, reports, and performance goals that help you track conversions, identify opportunities, and drive practice growth.
Six things every team walks away with. In one masterclass.
One flat tuition covers your whole office. Your TC gets the new patient training, the workbook, the replay window, and the alumni community. No per-seat surprises.
Everything included in Prospects 2 Patients™
$998Whole team · one-timeEvery team member
One registration covers everyone, so the front desk, SC, and doctor deliver the same new patient experience your TC does.
75+ page workbook
A printed playbook with call scripts, exam checklists, and follow-up templates for every new patient scenario. (One workbook included.)
90 days replay access
Rewatch before a busy exam day, or train a new TC anytime in the 90-day window.
Bonus material
Extra resources on the toughest parts of the seat: objections, pending follow-ups, and the money conversation.
twoCREW Alumni group
Membership to the private Facebook group, where TCs across the country swap scripts, ask questions, and celebrate each other's starts.
On-demand delivery
Start whenever you're ready. No scheduled cohort, so you learn around your office's real schedule, not ours.
Taught by people who have been the TC
Brittani & Megan, B+Meg, both started in orthodontics at 16 (#firstjobever) and have worked every position in the office, the TC chair included. Sisters, not twins. Today they coach ortho teams across the country, and this course is built from what actually works in real practices.
Don't take our word for it.
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."
Start to finish
"The P2P course is way more in depth than any of the other Treatment Coordinator courses I've taken over the past 20+ years! I love the fact that it's not just about the new patient call/experience but covers everything from start to finish. It even includes a brief Clinical 101 section that someone coming into a TC position with no clinical orthodontic experience will benefit from."
Wish I had it sooner
"Great course! I wish I had taken this course when I started out as a TC. So many details were discussed and taught that my office didn't keep track of. I also appreciated the clinical explanation of bite, treatment types, the differences in tooth numbering."
Answers, before you ask.
How do I handle "I need to think about it" or "I need to talk to my spouse"?+
Module 7 covers how to confidently navigate objections, address concerns, and overcome the common barriers that keep patients from starting. Module 8 gives you a follow-up system that turns those undecided consultations into future starts.
How do I get patients to start the same day without being too salesy?+
Module 4 shows you how to guide patients through the consultation and build real connections, so the yes comes naturally instead of feeling like a pitch. Module 5 (Clinical 101) helps you explain treatment in a way patients actually understand.
How do I respond to patients who say it's too expensive?+
Module 6 covers presenting treatment fees, explaining insurance benefits, and creating financial arrangements that make treatment accessible while still protecting the practice.
When is the perfect time to follow up, and what do I say?+
Module 8 is all about follow-up: a strategic system that keeps patients engaged, builds trust, and turns undecided consultations into future treatment starts.
Is this course for new TCs or experienced ones?+
Both! New TCs get a clear, step-by-step process from day one. Experienced TCs tighten up their scripts, objection handling, and follow-up so fewer families slip through the cracks.
Who else on the team should take it?+
Anyone who talks to new patients: the front desk answering first calls, the OM, and the doctor. When everyone tells the same story, families feel it.
How much time does it take?+
4 hours of video, on-demand, so your TC can work through it between exams. Most offices take it a module at a time and try each script out right away.
Can my whole team join?+
Yes, one flat $998 covers your entire office. Your TC gets the new patient training, and the front desk, SC, OM, and doctor can watch right alongside them. No per-seat fees.
How many CE credit hours, and who accepts them?+
4 CE hours per team member on completion. Prospects 2 Patients™ is PACE-approved through the joint program provider approval of UpScale Education, LLC and The Wyrick Outlook, 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 prospects into patients. 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.