Course curriculum

  • 1

    ELITE CULTURE (ALL TEAM)

    • COMING SOON!

  • 2

    ELITE TEAM MEETINGS (ALL TEAM)

    • Morning Huddle: Elite Standard

    • Morning Huddle: PEARL AI Process Guide

    • Team Meeting: All-Team

    • Team Meeting: Team Meeting Agenda and Action Form

    • Team Meeting: Department (Breakout)

    • Team Meeting: Department (Breakout) Session Snapshot

    • 1:1 Meetings with Team Members: Elite Standard

    • 1 to 1: Monthly Team Member Meeting Questionnaire

    • 1 to 1: Quarterly Team Member Meeting Questionnaire

  • 3

    ELITE INTEGRITY & HUMAN RESOURCES (ALL TEAM)

    • Personal Technology

    • Phone Policy

    • Provider Payroll

    • Time Clock

  • 4

    ELITE OFFICE TECHNOLOGY (ALL TEAM)

    • COMING SOON!

  • 5

    ELITE SAFETY & COMPLIANCE (ALL TEAM)

    • Dental Amalgam: Elite Standard - Operations & Maintenance

    • Dental Amalgam: Team Training Log

    • Dental Amalgam: Monthly Visual Amalgam Separator Inspection Log

    • Dental Amalgam: Weekly Suction Trap Maintenance Log

    • Dental Amalgam: BMP Training Presentation (Metro Water)

    • Eye Wash: Elite Standard - Eye Wash Station Compliance

    • Eye Wash: Monthly Eyewash Testing Log

    • Sterilizer Spore Testing: Elite Standard

    • Sterilizer Spore Testing: Weekly Spore Testing Log

  • 6

    ESPIRATION FOUNDATION (ALL TEAM)

    • COMING SOON!

  • 7

    ELITE SKILLS TRAINING (ALL TEAM)

    • COMING SOON!

  • 8

    ELITE TEAMWORK & PRACTICE PROTOCOLS (ALL TEAM)

    • Supply Ordering: Elite Standard

  • 9

    ELITE SCHEDULING & PATIENT FOLLOW-UP (FRONT)

    • Appointment Confirmation: Elite Standard

    • Cancellations, No-Shows, and Late Patients: Elite Standard

    • Hygiene Recare Follow Up: Elite Standard

    • New Patient Call Audit & Follow Up: Elite Standard

    • New Patient Interview Process: Elite Standard

    • Schedule Management: Elite Standard

    • Treatment Follow Up: Elite Standard

    • Auditing Direct Scheduled Online Appointments: Process Guide

    • Opportunity Miner Recare Blast: Process Guide

    • Treatment Plan Dashboard: Process Guide

  • 10

    ELITE RECEPTION (FRONT)

    • Voicestack Call Monitoring: Elite Standard

  • 11

    ELITE FINANCIAL ARRANGEMENTS (FRONT)

    • Financial Arrangements Elite Standard

    • Payment Plans: Elite Standard

    • Payment Plans: Enter Payment Plan Revenue From Rectangle into CareStack

    • Payment Plans: Enter Payment Plan Revenue From Rectangle into CareStack Process Guide

    • Verify & Collect: Elite Standard

  • 12

    ELITE REVENUE CYCLE MANAGEMENT (FRONT)

    • Find an EOB in Zentist: Process Guide

    • Generate the Daily Journal: Process Guide

    • How to Manage RCM Flags: Process Guide

    • Manage Generated Batch Statement: Process Guide

    • Posting Third Party Finance Payments: Process Guide

  • 13

    ELITE CLINICAL GREETING & SEATING STANDARDS (CLINICAL)

    • COMING SOON!

  • 14

    ELITE CLINICAL CARE (CLINICAL)

    • Outgoing Specialty Referrals: Elite Standard

    • Treatment Consent Form: Elite Standard

  • 15

    ELITE HYGIENE EXPERIENCE (CLINICAL)

    • Periodontal Disease Management: Elite Standard

  • 16

    ELITE CLINICAL IMAGING (CLINICAL)

    • COMING SOON!

  • 17

    ELITE LAB COORDINATION & TECHNICAL SKILLS (CLINICAL)

    • COMING SOON!