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Consent, treatment planning, fee setting and patient communication

20 January 9:00AM – 21 January 5:30PM 2023

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Date: 20 January 9:00AM – 21 January 5:30PM 2023
Location: LCIAD Academy
Price: £795.00 or £995.00 to include a TCO or PM

Organised by: Sarah Ward of LCIAD Academy
Phone: 020 7323 3041

Further details about this event

A course centred around the UK consent process and GDC standards to allow professional treatment planning and fee setting for any dental surgeon, treatment co-ordinator or practice manager.
If you find that the time taken to collect and analyse data, reach a diagnosis, plan a case and then report and cost treatments for your patients takes a large amount of your time outside the practice this is for you.
This course is about streamlining the consultation process, complying with regulatory requirements and aspiring to best practice documentation.
There are tips on treatment planning both small and large cases and costing treatment in real-life based on your own practice expenses.
Based on 24 years of experience as a practice owner, this course may just change the way you work for good.

Aims & Objectives

The aims of this course are to teach the basics of patient-centred case management for practice owners and their teams and give associate colleagues realistic understanding of the time and costs associated with fee setting and providing high level dental care in private practice.

It will also cover the consent proecess and required professional standards in the UK.

Delegates will learn how to:

Determine practice overheads and targets and thus calculate time-related costs
How to ensure that sufficient patient data is collected before and during a new patient consultation as efficiently as possible
Collect and collate data for treatment planning purposes
Understand the real costs of time spent when treatment planning and communicating with our patients outside surgery hours to ensure a better work-life balance
Understand the basics of the consent process and GDC standards and therefore ensure that the communication and consent process is valid
Streamline the documentation, communication and consent process using modern GDPR-compliant methods including secure form design and digital signing of documents in order to save time and energy and prevent miscommunication when maintaining records.
The course will mainly concentrate on the use of Exact Dental management software (Software of Excellence), Cognito online forms, Adobe Acrobat and Adobe Sign and touch on the role of Adobe Photoshop / Adobe Bridge and Microsoft PowerPoint. However, the principles are applicable to other comparable software packages.

Event Content

Day 1


Consent and standards – the minimum requirements for the profession in the UK and how to apply these in your practicing environment

12:30-1:30 Lunch

The costs of a modern dental practice – day, week, month, year, 5 year plans

Knowing your figures : the importance of cashflow and setting correct fees

Principals and associates – the financial outlook of practice owners and their colleagues

5.00pm End

Day 2


The new patient consultation – preparation and information collection / form design / patient communication and welcome and the role of the treatment co-ordinator

Data collation, treatment planning and fee setting for principals and associates (with coffee break)

Minimum data collection during the consultation process – clinical examination, photography, radiography, checklists

12:30-1:30 Lunch

Treatment planning details and the thought process. Explanations and estimates on SOE – Software of Excellence (Exact)

The importance of diagnosis

The dental report, treatment plan and estimate – document generation and patient communication – how much detail is enough / too much?

5.30pm End


12 hours of lectures and subject-based discussions

Interactive problem solving, scenario reflection

Practical time-related exercises based on real-life planning scenarios and examples of fee setting

The delegates will need to be thinking and planning and communicating on their feet and audience participation will be required!

Full printouts of the course will be provided.

Resulting Qualification

12 hours verifiable CPD, GDC Learning Outcomes: A, B and D

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