Basic Case Acceptance
How to help patients understand the value of their treatment—and genuinely want the care they need
Help More Patients Say “Yes” to the Treatment They Need
If insurance is deciding what care your patients get, your practice—and your patients—are losing.
This course gives you the core case acceptance skills top-producing dentists and teams use to help patients accept and pay for the full treatment they actually need, not just what their plan happens to cover.
Whether you’re the one presenting treatment, discussing finances, or scheduling patients, this program is built with practical tools every team member involved in case acceptance should know and use.
You’ll walk away with a clear, step-by-step blueprint for delivering confident, effective case presentations that:
Make sense to patients
Address their fears and concerns
Lead to more treatment started and completed
What You Will Learn
Step-by-Step Case Presentation Blueprint
Follow a simple structure for presenting treatment so recommendations are clear, logical, and easy for patients to understand and agree to.
Overcome Patient Objections
Learn how to address resistance—about money, time, fear, or priorities—tactfully and professionally, while guiding patients toward a positive decision.
Avoid Common Presentation Mistakes
Identify the most frequent errors that quietly destroy trust and cause patients to hesitate—and learn exactly how to avoid them.
Prevent Cancellations & Unpaid Balances
Use clear communication and realistic expectation-setting to reduce no-shows, last-minute cancellations, and outstanding balances.
Understand Patient Behavior
Recognize how different types of cases (small, medium, large) and different patient personalities create varying levels of resistance—and adjust your approach accordingly.
Build Confidence with Communication
Strengthen the interpersonal skills that create trust, make patients feel heard, and increase their willingness to follow through on recommended care.
Course Objectives
Learn effective communication techniques that support strong case acceptance.
Understand why some patients are unreceptive to treatment—and what to change in your approach.
Gain a clear, step-by-step blueprint for delivering winning case presentations.
Become confident at tactfully addressing and overcoming patient objections.
Discover the most common mistakes dentists make when presenting treatment.
Learn how to prevent cancellations and unpaid balances through better framing and follow-through.
Understand the different types of case presentations and the degrees of resistance you’ll encounter, based on both the patient and the size of the case.
With the right process, case acceptance stops feeling like “selling” and starts becoming predictable and consistent. This course gives your team the tools to make that happen.
Basic Case Acceptance
How to help patients understand the value of their treatment—and genuinely want the care they need
Help More Patients Say “Yes” to the Treatment They Need
If insurance is deciding what care your patients get, your practice—and your patients—are losing.
This course gives you the core case acceptance skills top-producing dentists and teams use to help patients accept and pay for the full treatment they actually need, not just what their plan happens to cover.
Whether you’re the one presenting treatment, discussing finances, or scheduling patients, this program is built with practical tools every team member involved in case acceptance should know and use.
You’ll walk away with a clear, step-by-step blueprint for delivering confident, effective case presentations that:
Make sense to patients
Address their fears and concerns
Lead to more treatment started and completed
What You Will Learn
Step-by-Step Case Presentation Blueprint
Follow a simple structure for presenting treatment so recommendations are clear, logical, and easy for patients to understand and agree to.
Overcome Patient Objections
Learn how to address resistance—about money, time, fear, or priorities—tactfully and professionally, while guiding patients toward a positive decision.
Avoid Common Presentation Mistakes
Identify the most frequent errors that quietly destroy trust and cause patients to hesitate—and learn exactly how to avoid them.
Prevent Cancellations & Unpaid Balances
Use clear communication and realistic expectation-setting to reduce no-shows, last-minute cancellations, and outstanding balances.
Understand Patient Behavior
Recognize how different types of cases (small, medium, large) and different patient personalities create varying levels of resistance—and adjust your approach accordingly.
Build Confidence with Communication
Strengthen the interpersonal skills that create trust, make patients feel heard, and increase their willingness to follow through on recommended care.
Course Objectives
Learn effective communication techniques that support strong case acceptance.
Understand why some patients are unreceptive to treatment—and what to change in your approach.
Gain a clear, step-by-step blueprint for delivering winning case presentations.
Become confident at tactfully addressing and overcoming patient objections.
Discover the most common mistakes dentists make when presenting treatment.
Learn how to prevent cancellations and unpaid balances through better framing and follow-through.
Understand the different types of case presentations and the degrees of resistance you’ll encounter, based on both the patient and the size of the case.
With the right process, case acceptance stops feeling like “selling” and starts becoming predictable and consistent. This course gives your team the tools to make that happen.
Want To Build a Winning Team &
Grow Your Practice?
At SuccessfulDentist.com we believe success is the result of hard work, education, and persistence. Any financial numbers referenced here, or on any of our sites, are illustrative concepts only and should not be considered average earnings, exact earnings, or promise for actual or future performance. Information provided is educational and not legal, financial, medical, or other professional advice. By using this website or any related materials you agree to take full responsibility for your own results, or lack thereof. Our team is here to support you, but you should always do your own due diligence before making any investment or taking any risk. Success is your duty and responsibility.
SuccessfulDentist.com is intended solely for education, consulting, and marketing purposes for dental practices. We are not affiliated with any dental clinic or licensed dental provider and do not provide dental treatment or patient care services.
© 2026 SuccessfulDentist - All Rights Reserved
Want To Build a Winning Team
& Grow Your Practice?
At SuccessfulDentist.com we believe success is the result of hard work, education, and persistence. Any financial numbers referenced here, or on any of our sites, are illustrative concepts only and should not be considered average earnings, exact earnings, or promise for actual or future performance. Information provided is educational and not legal, financial, medical, or other professional advice. By using this website or any related materials you agree to take full responsibility for your own results, or lack thereof. Our team is here to support you, but you should always do your own due diligence before making any investment or taking any risk. Success is your duty and responsibility.
SuccessfulDentist.com is intended solely for education, consulting, and marketing purposes for dental practices. We are not affiliated with any dental clinic or licensed dental provider and do not provide dental treatment or patient care services.
© 2026 SuccessfulDentist.com - All Rights Reserved