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New Patient Exam Course

Help Your Patients Get The Treatment They Need and See Your

Collections Increase!


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Do you feel comfortable presenting treatment? Streamline your case presentation and acceptance!

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Regency Square Academy

4789 Southwest 148th Avenue #205

Davie, FL 33330


January 4th & 5th, 2020 - Fort Lauderdale, Fl

Course Fee:

$1000 for Both Days or $600 Per Day



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CE Credits:

16 credit hours

Approved PACE Program Provider FAGD/MAGD Credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement (6/1/2008) to (5/31/2022)

Course Objectives

Day 1:  Data Collection

  1. Learn the data you need to gather to put together a comprehensive treatment plan

  2. Learn the photos you need to take to be able to present the case using the patient’s own images

  3. Learn the basics of gathering data in Excel format to streamline and standardize data collection.

  4. Hands on with photography

  5. Hands on with Excel

  6. How to set up Excel Tools for efficient workflow

  7. How to implement these strategies into your office

  8. Creating and managing windows shortcuts to improve efficiency and avoid damage to master files.

  9. How to use photos during data collection for patient co-diagnosis

  10. Learn the concept of developing a story for your case presentations.

  11. How to organize your data in Windows Explorer


Day 2:  Case Presentation

  1. Learn to use PowerPoint templates to organize and present concepts in Treatment Planning.

  2. Learn how to use basic tools in PowerPoint to prepare an impressive Case Presentation.

  3. Learn why Case Presentation is all about Story Telling and Fee Presentation is all about negotiation.

  4. How to create the proper environment for case acceptance, documentation and communication.

  5. Proper follow-up with patients for scheduling and marketing

  6. Hands on with PowerPoint

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