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The Dental Office Playbook: Increasing Patient Engagement and Building a Happy Team


Terri Wilson

June 1, 2024



CE Credits:

About the Course

The Dental Office Playbook: Increase Patient Engagement with Communication, Processes, and Technology and Build a Happy Team

Having everyone on the same play and well-trained reduces patient (and employee) turnover. This course designed for the whole dental team will focus on the “how to” in order to get the dental team and patients engaged. Everyday challenges of many dental practices will be identified, and solutions provided to increase job quality and happiness, and get results.

Educational Objectives

  • Patient education, communication, and appreciation to increase patient engagement.

  • Improve internal communication among dental team members.

  • Internal processes, including using dental practice software to the fullest.

  • Identify the common ways to lose patients and valuable team members.

  • Policies, and procedures: “Great plays” for a profitable and enjoyable dental practice.

Your Instructor

Terri Wilson

Terri Wilson, RDA, CDA, CDPMA, CDP, FADAA is the co-owner and operator of Dental Biz Bootcamp, a training and CE services company. Terri is a dynamic dental management leader and national speaker with extensive experience advising dental practices and professionals on the resolution of management and operational issues. She has a proven track record of training professionals on regulatory compliance and accurate coding/billing and has demonstrated her skills in executing strategies to improve customer satisfaction and employee engagement.

Conflict of Interest Disclosure

None Reported

The TDA is an ADA CERP provider (May 2024 – June 2028)

ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at

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