Treatment Coordinator Intensive PLUS Workshop
With over 10,000 doctors and TCs trained nationwide, the Treatment Coordinator Intensive™ PLUS helps orthodontic teams strengthen the entire new patient process—from the first phone call through the start of treatment and beyond. This is not just a workshop about communication. It is a practical, proven system for improving case acceptance, creating consistency, and helping more patients feel confident saying yes to treatment.
Your team will leave with stronger scripting, better handoffs, more confidence in the consultation and financial conversation, and a more intentional plan for pending and observation patients. Through lecture, role-play, real-world examples, and implementation tools, we teach the Peniche Systems in a way your team can apply immediately.
Bring your doctor, TC, and key team members. Teams of 8 or more receive $1,000 off.
About the Treatment Coordinator Intensive™
TCI Details
Treatment Coordinator Intensive™ PLUS teaches the full case acceptance process—not just one conversation at the end of the exam. We train the entire patient journey so your team knows how to create confidence, remove obstacles, and guide patients from first contact to treatment start.
At TCI, we focus on the moments that influence conversion the most:
- the new patient phone call and first impression
- scheduling and momentum
- the doctor and TC handoff
- the consultation and financial presentation
- scripting and obstacle removal
- pending patient follow-up
- observation patient nurturing
- statistics and accountability
- team alignment so the doctor is not carrying the full burden of conversion
Why Starts Stall
Most practices do not lose starts because one person “missed the close.” Starts are won or lost across the entire new patient process. When any step feels inconsistent—slow response time, weak scheduling, an unclear handoff, an uncertain financial conversation, or no follow-up system for pending and observation patients—case acceptance suffers.
TCI helps teams identify those leaks and fix them with a system. That is why this workshop is so effective: we do not teach one moment, one phrase, or one script in isolation. We teach the full process.
The New Patient Funnel
- First ContactCreate confidence, warmth, and urgency from the very first interaction.
- SchedulingReduce delays, confusion, and lost momentum before the exam ever happens.
- Doctor ExamBuild clarity, trust, and value in the clinical conversation.
- Doctor-to-TC HandoffCreate a smooth transition so the next conversation feels natural and confident.
- Consultation and Financial PresentationGuide patients through decisions with clarity, confidence, and the right language.
- Pending Follow-UpKeep interested patients moving instead of drifting away.
- Observation NurturingProtect future starts and reactivation opportunities with a real system.
- Treatment StartConvert with more consistency and create a stronger beginning to treatment.
What Your Team Will Learn
Through the proven Peniche Systems, your team will learn to:
- Build patient confidence from the first phone call to the start of treatment
- Identify and remove common patient obstacles before they become objections
- Strengthen the doctor/TC partnership and team approach to case acceptance
- Present financial options with greater clarity and confidence
- Improve follow-up for pending and observation patients
- Integrate virtual, TC-only, and remote exams when appropriate
- Use statistics to identify trends and improve performance month after month
- Create a more consistent, elevated new patient experience
- Receive eight (8) hours of continuing education credits
Who Should Attend
TCI is most effective when the doctor, Treatment Coordinator, and key team members hear the same system together. When one person attends alone, they leave inspired. When the right people attend together, they leave aligned, accountable, and ready to implement.
- Orthodontist / Doctor
- Treatment Coordinator
- Office Manager
- Lead scheduling or front-office team member
- Any team member involved in the new patient experience, follow-up, or accountability
If your goal is stronger case acceptance, your team cannot be optional.
2-Day Workshop Agenda
Day 1: Build the Patient Experience and Consultation Process
- New patient phone call and first impressions
- Scheduling and momentum
- Exam flow and doctor-to-TC handoff
- Building patient confidence and removing obstacles
- Consultation structure and financial presentation
- Live scripting, role-play, and communication practice
Day 2: Protect Starts and Build Long-Term Growth
- Pending patient follow-up systems
- Observation and re-enrollment systems
- Virtual, TC-only, and remote exam integration
- Statistics, trends, and accountability
- Team implementation and next steps
- Q&A and application of the Peniche Systems
Dates
September 11–12, 2026