Insights for Treatment Coordinators
Playbooks, scripts, and workflows that match the SmileCare AI aesthetic—concise, actionable, and easy to share with your team.
The MVP of the Dental Office: The Comprehensive Guide to the Treatment Coordinator Role
The Treatment Coordinator (TC) is the bridge between clinical diagnosis and business growth. This guide explores their pivotal role in case acceptance, patient psychology, and how data tools like SmileCare Analytics help them operate at elite levels.
Making Ortho2 Data Work for You: A Practical, Semi-Technical Guide for TCs, Practice Owners, and DSOs
A clear walkthrough of the Ortho2 PMS API—what to pull, how the data fits together, and how practices of any size can use it to strengthen their new-patient workflow and increase treatment starts.
How DSOs Can Use OrthoFi’s API to Improve TC Conversion: A Practical, Semi-Technical Guide
A clean, DSO-focused walkthrough of the OrthoFi API—what to pull, why it matters, and how it translates directly into better treatment coordinator performance across your practices.
AI for Treatment Coordinators: Turning Raw Practice Data into Conversions
A practical (and slightly technical) guide to using AI—Gemini, ChatGPT, Grok, and RAG—to generate scripts, surface insights, and keep your TC workflow patient-specific.
Data-Driven Scripts: How to Talk to Patients Using Their Own Numbers
A TC-ready playbook that shows how personalized math and charts turn into high-converting scripts—best delivered via the data we pull for you.
How to Increase Starts by 2-4 Per Month Using Data-Driven TC Workflows
A TC-ready playbook showing how weekly opportunity briefs and patient-specific scripts consistently add 2-4 starts per month without extra meetings.
Ortho2: Running a High-Velocity Recall & Waitlist in 12 Minutes a Day
A TC-friendly white paper for Ortho2 users: how to prioritize, script, and schedule pending patients without adding meetings.
OrthoFi Playbook: Turning Pending Exams into Starts in 10 Days
A practical, week-by-week rhythm for TCs to lift OrthoFi conversions without adding meetings.
SmileCare AI: The Weekly Brief That Closes Cases
A sample of the 5-minute Monday brief we send to TCs to keep the pipeline moving without more meetings.