Master The Money™
A masterclass for orthodontic financial coordinator training.
Production means nothing without collections. Your FC is the one who makes sure the money actually lands, and has the awkward conversations nobody else wants to have. This course is how they get great at both.
Your financial coordinator makes awkward moments a specialty.
Three pillars that help your FC keep collections high and past due low, without dreading the phone.
FC training
Financial best practices that set your FC up for success, from the first contract to the final payment.
Group collab
Give and get advice on the tough financial situations with patients, from people who've handled them too.
Best practices
The systems that keep collections high and past due low, month after month. (You can't deposit production!)
10 modules that cover every dollar you're owed.
From the first contract to the last payment, each module stands on its own so your FC can go straight to whatever's aging right now.
What is a Financial Coordinator?
Discover the key responsibilities, essential skills, and daily duties that make a successful orthodontic financial coordinator.
Setting Financial Parameters Your Patients Will Love and Respect
Learn how to establish clear financial policies that create consistency, protect practice profitability, and build patient trust.
Establishing Fees and Quoting Patients
Master the process of setting treatment fees and confidently presenting accurate financial arrangements that benefit both your patients and your practice.
It's All In the Contract
Understand the essential elements of orthodontic financial contracts and how to create clear, accurate agreements that protect your practice and patients.
Renegotiation of Contract Terms
Learn how to confidently navigate changes to financial agreements while maintaining consistency, accountability, and positive patient relationships.
Debonds and Balances
Discover how to proactively manage remaining patient balances before treatment completion to ensure a smooth debond experience and minimize outstanding collections.
The ARt of Past Due Protocol
Implement effective accounts receivable systems to prevent overdue balances, improve collections, and keep your practice's finances on track.
Why Your Office Needs a Collection Agency
Understand when and how to involve a collection agency to recover outstanding balances while protecting your practice and maintaining professionalism.
On The Move - How to Handle Transfers
Learn how to properly manage financial adjustments, refunds, and outstanding balances when patients transfer into or out of your practice.
Goals and Reporting
Discover the essential financial reports, performance metrics, and collection goals that help you monitor financial health and maximize practice profitability.
Six things every team walks away with. In one masterclass.
One flat tuition covers your whole office. Your FC gets the financial training, the workbook, the replay window, and the alumni community. No per-seat surprises.
Everything included in Master The Money™
$998Whole team · one-timeEvery team member
One registration covers everyone, so the TC, front desk, and doctor all back up the same financial policy your FC enforces.
75+ page workbook
A printed playbook with payment scripts, policy templates, and past-due checklists you'll keep right at the desk. (One workbook included.)
90 days replay access
Rewatch before a tough call, or train a new FC anytime in the 90-day window.
Bonus material
Extra resources on the hardest money situations: divorced parents, declined cards, and balances that have been sitting way too long.
twoCREW Alumni group
Membership to the private Facebook group, where FCs across the country swap scripts, ask questions, and share their wins.
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 chased every payment
Brittani & Megan, B+Meg, both started in orthodontics at 16 (#firstjobever) and have worked every position in the office, the FC desk 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.
Our FC is killing it
"One of the best financial decisions I have made for my practice. My financial coordinator is now killing it and our past-due AR is less than 1%!"
Confident in a new role
"Even with 10 years of dental office management under my belt, orthodontics is a whole world. This course has helped me feel more confident in my new role."
This is the course for you
"If you are new to being a financial coordinator this is the course for you!"
Made for new FCs
"This was great and very informational especially for someone like me that is new to the FC role."
Answers, before you ask.
What do I do when a family ignores every attempt to reach them? Do collection agencies really help?+
Module 7 covers the past-due protocol: accounts receivable systems that prevent overdue balances and improve collections. Module 8 covers when and how to bring in a collection agency, while protecting your practice and staying professional.
How do we handle patients whose accounts are past due but are ready to debond?+
Module 6 shows you how to proactively manage remaining balances before treatment ends, so debond day goes smoothly and you're not left chasing money afterward.
What are good standards for down payments and monthly payments?+
Module 2 helps you set clear financial parameters your patients will love and respect, and Module 3 covers setting fees and confidently presenting financial arrangements that work for both the family and the practice.
Is this course for new FCs or experienced ones?+
Both. New FCs get a clear system from day one (more than one has told us it was exactly what they needed). Experienced FCs find the leaks in their current process and get past due back under control.
What if our FC came from general dentistry?+
Then this is the one for them. Ortho finances are their own world: long contracts, monthly payments, and families on payment plans for years. Every example in the course is orthodontic.
Will this lower our past-due AR?+
That's the goal. The course covers the follow-up rhythm, scripts, and autopay systems that keep past due low. Dr. Zombek's practice got past-due AR under 1% after their FC went through our training.
How much time does it take?+
4 hours of video, on-demand, so your FC can work through it between payment calls. Most offices take it a module at a time and update their policy and systems as they go.
Can my whole team join?+
Yes, one flat $998 covers your entire office. Your FC gets the financial training, and the TC, front desk, 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. Master The Money™ 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.
Make awkward moments a specialty. 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.