tc

Overview

Treatment Coordination in Practice

As specialists in their fields, many dentists openly admit they feel far more comfortable delegating treatment presentation to someone they trust — someone who can communicate clearly, handle financial conversations without pressure, and keep patients moving forward without it feeling like a sales process.

That person is the Treatment Coordinator. It's one of the most influential positions in a modern dental practice, sitting directly at the point where diagnosed treatment either converts into scheduled, paid work — or quietly disappears.

An effective TC doesn't just explain treatment plans. They build patient confidence, navigate financial objections, manage scheduling, and ensure that what the dentist diagnoses actually gets completed. The impact on practice revenue, patient experience, and operational efficiency is significant — and practices that invest in developing this role properly feel it immediately.

This course is designed for those new to the role and experienced TCs who want sharper skills, greater confidence, and a more structured approach to one of dentistry's most impactful positions.


Course Description

This course provides the in-depth knowledge, communication frameworks, and practical skills needed to perform as a high-performing Treatment Coordinator across NHS, private, and mixed dental practices.

Through a focused curriculum, you'll cover:

  • The role, responsibilities, and professional standards of a Treatment Coordinator

  • Dental terminology and how to explain treatments clearly and confidently to patients

  • Building rapport, managing expectations, and handling difficult conversations professionally

  • Ethical treatment presentation, standard and premium options, with patient-centred communication

  • Financial conversations, payment options, and reducing barriers to acceptance

  • Patient retention strategy, scheduling strategy, follow-up, and reducing treatment drop-off

  • Performance tracking and the key KPIs, Record keeping, documentation, and working with dental software


The course also includes an introduction to Software of Excellence EXACT — one of the most widely used practice management systems in the UK — giving you practical familiarity with software used across a large proportion of UK dental practices.

By the end of the course, you'll have the knowledge, confidence, and structured approach to make a measurable difference in how your practice converts diagnosed treatment into completed, paid work.

 

 

Relevant for:

    Practice Manager, Practice Support Manager, Receptionist, Lead Receptionist, Trainee Receptionist, Treatment Co-ordinator, Dental Nurse, Infection Control Lead, Decontamination Lead, Trainee Dental Nurse, Dentist, Hygienist, Practice Principal, Practice Owner, Therapist

Course Info

  • Course topics will include:

       

      Dental Training College's Certificate in Treatment Coordination is split into 10 key units:

       
      Unit 1: Introduction To Treatment Coordination
      • Role and Responsibilities of a Dental Treament Coordinator
      • Dental Practice Overview

       

      Unit 2: Understanding Dental Procedures
        • Basic Dental Terminology
        • Common Dental Procedures
        • Advanced Dental Treatments

         

        Unit 3: Patient Interaction and Communication
        • Effective Communication Skills
        • Building Patient Rapport
        • Managing Patient Expectations
        • Handling Difficult Patients
        • Cultural Sensitivity in Patient Communication
         
        Unit 4: Ethical Sales
        • Understanding Ethical Sales
        • Building Trust with Patients
        • Transparent Communication
        • Ensuring Patient-Centred Care
        • Handling Sales Pressure Ethically

       

      Unit 5: Treatment Planning and Coordination
      • Initial Patient Consultation
      • Developing Treatment Plans
      • Coordinating with Dental Staff
      • Scheduling and Follow-ups
      • Financial Coordination and Payment Plans

       

      Unit 6: Administrative Duties
      • Record Keeping and Documentation
      • Appointment Scheduling
      • Insurance Verification and Claims
      • Compliance with Healthcare Regulations
      • Use of Dental Software and Technology

       

      Unit 7: Patient Education and Advocacy
      • Educating Patients about Dental Health
      • Explaining Treatment Options
      • Advocating for Patient Needs
      • Providing Post-Treatment Care Instructions

       

      Unit 8: Diversity, Inclusion, and Equity
      • Understanding Diversity in Dental Practices
      • Promoting Inclusive Patient Care
      • Ensuring Equity in Treatment Access
      • Strategies for Implementing DEI Initiatives

       

      Unit 9: Case Studies and Practical Scenarios
      • Real-Life Case Studies
      • Role-Playing Exercises
      • Problem-Solving Scenarios
      • Group Discussions and Feedback

       

      Unit 10: Importance of Treatment Coordinators
      • Enhancing Patient Experience
      • Improving Practice Efficiency
      • Increasing Treatment Acceptance Rates
      • Contributing to Practice Growth and Success

       

      Bonus Unit: Introduction to Software of Excellence (SOE) EXACT System
      • Appointment booking with SOE
      • Dental histories & new patient forms using EXACT
      • Taking payments, allocating payments and refunds with SOE
      • Recalls with Software of Excellence EXACT

     

       

  • There's no fixed deadline — you progress at a pace that works for you and your practice. That said, we recommend moving through the material consistently to get the most from the learning and support.

  • You can begin as soon as your enrolment is complete and your Course Pack arrives (typically within 3–5 working days).

  • This is a blended-learning course (distance learning with on-demand online tutor support included). You’ll receive a professionally printed Course Pack containing all your course materials, typically delivered within 3–5 days of payment. It’s a practical, flexible way to learn, built around real materials you can reference throughout your career, and real support when you need it.

How It Works


  • 1.
    Simply enrol onto the course by clicking the Buy Now button at the top of the page and entering your details.

  • 2.
    Once enrolled we'll send you a confirmation email containing your scheduled Course Pack delivery date (typically within 3-5 working days).

  • 3.
    Begin your course. With our blended-learning approach, you’re never on your own, on-demand tutor support is available whenever you need it.

  • 4.
    Once you’ve completed the course content, simply email us and we’ll send you your online assessment.

  • 5.
    After successfully completing the online assessment, we can send your certificate upon request to document your achievement. Congratulations! You’re about to unlock a new path to career growth.

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Certificate In Treatment Coordination Course

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