Patient Management Made Easy

How to Generate Excellent Patient Compliance, Reduce Practice Risk, and Create an Outstanding Quality of Life Within Your Practice

Patient Management Made Easy is a fun, interactive, self-paced guide that will help you foster the kind of excellent patient compliance essential to achieving efficient and effective treatment outcomes, absent of any negative oral health effects.

Those practices who rank patient compliance management equally as important as AR management, enjoy the lowest level of associated practice risk, highest level of patient satisfaction throughout treatment, and best quality of practice life for the doctor and team.

Like any other area of your practice, if you don’t integrate systems that are adhered to over and over again, you will have erratic, unpredictable outcomes, along with an overall sense of disorganization and powerlessness. Upon completion of this course you'll have all the tools you need to put the industry's leading patient management system into action in your practice.

The course content and discussions will address goals such as:

  • Eliminating risk management issues surrounding patient compliance factors such as, poor oral hygiene, inadequate cooperation, chronic broken appliances, and repeated missed appointments
  • Motivating patients to enthusiastically participate in the success of their own treatment and fosters patient accountability
  • Improving referral relations by conveying a strong commitment to overall dental health
  • Generating a practice environment where doctor and team enjoy the highest quality of life

ENROLL NOW and patient management issues will never be a concern in your practice again!


Your Instructor


Shelley Lancaster
Shelley Lancaster

For over 20 years, Shelley has immersed herself in techniques, systems and methods to improve the performance of orthodontic practices and their teams. She brings practices a wealth of hands-on, practical experience and knowledge gained throughout her years working in all practice positions. Her background has enabled her to design our course content and curriculum to include invaluable education and motivational tips that help teams make the positive changes necessary for outstanding team performance, production, collections, and case acceptance.


Course Curriculum

  • Welcome!
  • Why a Patient Management System?
  • Patient Communication - Don't Just Talk at Them, Talk with Them
  • Effective Scripting is the Key to Your Success

Level 1 Gentle, Benefit of Doubt Approach

Level 2 Discrete “Help us, help you” Approach

Level 3 Delayed Progress/Early Removal Risk Approach

Level 4 Early Discontinuation Option Approach

Level 5 Maintenance/Early Discontinuation Option

  • Scripting for Difficult Scheduling Issues
  • Patient Compliance and Risk Management
  • Legal and Ethical Termination of Doctor/Patient Relationship
  • Creating and Implementing Your Patient Management System
  • Charting System
  • Chairside Guide
  • Staff Training Log
  • Letters Templates (Upload complete written correspondence system into your practice management software)
    • Poor Oral Hygiene
    • Poor Elastics/Headgear
    • Overdue Appointments
    • Missed Appointments
    • Broken Appliances

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!