PDC Allison session

Delta Hotels by Marriott Burnaby Conference Centre

Friday, June 6th, 2025 | 8 AM – 5 PM

6 CE Credits

Book now and save: early bird tickets from $145 + tax.

Delta Hotels by Marriott Burnaby Conference Centre

Friday, June 6th, 2025 | 8 AM – 5 PM | 6 CE Credits

Book now and save: early bird tickets from $145 + tax.

Reimagining growth for your dental organization begins in…

Days
Hours
Minutes
Seconds
Group

What is the ClearDent
Client Growth Summit?

The ClearDent Client Growth Summit is an exclusive event designed to help dental professionals drive practice growth and greatly improve efficiency. With a focus on innovative solutions and best practices, attendees will gain the tools and insights to maximize success within their practices.

Join us for a day of industry and expert insights, interactive learning, and networking opportunities.

Join Us in Burnaby, BC

Where Insights Meet Opportunity

Join us at the Delta Hotels by Marriott Burnaby Conference Centre, where like-minded dental professionals will gather to discover and share insights, experiences, and strategies. This centrally located venue ensures an accessible and comfortable environment for all attendees.

Speakers

peter e1623352056308

Peter Li

Co-Founder
at ClearDent

Karl Schmidt

Karl Schmidt

VP of Business Development
at ClearDent

Samantha Leonard

Samantha Leonard

Product Manager
at ClearDent

Allison circle

Allison Sarney

Implementation Team Lead
at ClearDent

Isabel

Isabel Chan

Implementation Technician
at ClearDent

Simon Papadopoulos

Simon Papadopoulos

COO
at Social Ordeals

Dr James Younger

Dr. James Younger

CEO
at TempStars

rick

Rick Miller

Digital Dentistry Specialist
at Patterson Dental

John Sony Robbins Headshot

John Robbins

Senior Consultant
at GenieAInow

Agenda

Conference Agenda

Opening

8:00 AM – 8:45 AM Registration and Breakfast Networking
Introduction to the conference goals and an overview of ClearDent's vision for the future.
A deep dive into upcoming trends and how practices can stay ahead.
9:30 AM – 9:45 AM Morning Break
Breakout Sessions
Conference Agenda

Product Training

Strong financial performance starts with an optimized ledger. This session will explore how to effectively manage your practice’s ledger to improve cash flow, track critical financial KPIs, and implement cost-effective strategies that support long-term profitability and stability.

Learning Objectives:
  • Manage your practice ledger to ensure accurate financial tracking and performance oversight.
  • Identify and monitor key performance indicators (KPIs) related to financial health.
  • Apply cost-effective strategies to improve cash flow and profitability.
11:00 AM – 11:15 AM 15 mins Break

Clear, customized treatment plans improve patient understanding and drive case acceptance. This session will walk through how to create, personalize, and track comprehensive treatment plans using ClearDent’s Treatment Plan Manager, while also supporting effective communication and streamlined workflows.

Learning Objectives:
  • Create, customize, and track treatment plans using ClearDent’s Treatment Plan Manager.
  • Communicate clearly with patients about treatment options and plans.
  • Streamline treatment planning workflows to support patient satisfaction and practice efficiency.
12:30 PM – 1:30 PM Lunch Break

Effective recall management is essential for maintaining patient continuity and sustaining practice revenue. This session will focus on using ClearDent’s Recall Manager to stay on top of due dates, improve patient retention, and drive consistent appointment flow.

Learning Objectives:
  • Use Recall Manager to track recall due dates and follow-ups.
  • Improve patient retention by optimizing recall workflows.
  • Support long-term patient care and practice revenue through consistent recall management.
2:45 PM – 3:00 PM 15 mins Break

Bring your questions—specific or general—to this open Q&A panel with ClearDent trainers. From foundational features to advanced tools, this session provides an opportunity to gain insights, resolve uncertainties, and explore practical solutions tailored to your practice.

Learning Objectives:
  • Engage with ClearDent trainers to clarify questions about software features and add-ons.
  • Gain practical insights into ClearDent tools relevant to your practice needs.
  • Identify opportunities for deeper learning and workflow optimization.
Conference Agenda

Practice Operations

This session explores the key components of clinical operations, focusing on the workflow from patient exams to treatment planning and appointment scheduling. Attendees will learn how to implement structured team huddles as a tool to enhance coordination, improve efficiency, and ensure patients move smoothly through their care journey.

Learning Objectives:
  • Outline the clinical workflow from initial exam through treatment planning and appointments.
  • Identify common workflow challenges that impact operational efficiency.
  • Streamline clinical coordination with daily huddles to improve team communication and patient flow.
  • Implement practical strategies for leading effective huddles that align with clinical goal.
11:00 AM – 11:15 AM 15 mins Break

Understanding and delivering genuine value is the foundation of practice success, yet many offices focus on the wrong priorities. This session reveals research-backed insights into what patients and dental professionals truly value, often contradicting conventional wisdom. Learn how to assess your current value delivery, identify gaps, and implement targeted strategies that increase loyalty from both patients and team members. Discover how creating alignment between patient and staff values creates a self-reinforcing cycle of practice growth and workplace satisfaction.

Learning Objectives:
  • The evolving hierarchy of patient values beyond clinical outcomes
  • What today's dental professionals value most (beyond compensation)
  • Strategies for closing the gap between perceived and delivered value
  • Creating practice systems that consistently deliver value to both groups
  • Principles of profitably delivering value at scale
12:30 PM – 1:30 PM Lunch Break

Clear, consistent documentation is key to delivering high-quality care and fostering strong patient relationships. This session covers best practices for standardizing clinical notes, letters, and patient communication. Participants will learn effective strategies for enhancing clarity, ensuring compliance, and maintaining continuity in all forms of documentation, helping to streamline practice operations and improve patient outcomes.

Learning Objectives:
  • Highlight the value of consistent, standardized documentation in clinical practice.
  • Use best practices to improve clarity and structure in clinical notes and professional correspondence.
  • Develop effective patient communications that are clear, concise, and aligned with practice standards.
  • Adopt documentation standards that enhance patient care, streamline workflows, and ensure compliance.
2:45 PM – 3:00 PM 15 mins Break

Digital dentistry continues to evolve rapidly. This session will explore advancements in intraoral scanning, including direct-to-cloud workflows, and practical applications of in-office 3D printing. Attendees will learn how to implement these technologies safely and efficiently to enhance clinical workflows and patient outcomes.

Learning Objectives:
  • Learn about recent advancements in intraoral scanning technology, including the features and clinical applications of Dentsply Sirona’s PRIMEscan 2 with direct-to-cloud capabilities.
  • Understand the range of dental applications suitable for 3D printing and the types of materials used.
  • Discover the key considerations for safely and efficiently implementing 3D printing technology in a clinical setting.
Conference Agenda

Practice Growth

If you’re serious about growth, it’s time to ditch the phone tag. Today’s patients expect digital experience—and practices that deliver it are filling chairs faster, reducing no-shows, and driving more revenue. This session breaks down the proven system high-performing clinics use to book more appointments with less effort. Learn how to attract, convert, and retain patients with tools built for today’s expectations—and tomorrow’s growth.

Learning Objectives:
  • Learn the proven strategy successful practices are using to consistently attract new patients without more admin effort.
  • Discover how to turn convenience into revenue, by reducing no-shows, filling gaps, and increasing patient loyalty with online booking.
  • See real examples of how ClearDent’s integrated system helps practices grow faster, engage smarter, and operate more efficiently.
11:00 AM – 11:15 AM 15 mins Break

In today's digital landscape, your dental clinic's website and online reputation are the cornerstones of attracting new patients and building trust. Creating a professional, patient-friendly website and proactively managing your online reviews to enhance your credibility will grow your practice.

Learning Objectives:
  • Understand why your website is a critical marketing tool for attracting new patients.
  • Identify the key elements of a user-friendly and informative dental website.
  • Strategies to build and manage your online reputation.
  • The impact reviews have on the patient journey, rankings and marketing.
  • Best practices and importance of a balanced and successful social media strategy.
12:30 PM – 1:30 PM Lunch Break

The Art of the possible with Front-desk AI that actually work: It’s About Your Patients and your team.
GenieAInow shares five key lessons learned from implementing AI-powered front desk solutions in dental clinics, emphasizing real-world best practices for improving patient experience and operational efficiency. From starting small and customizing for local patient expectations, to leveraging AI for off-hours coverage and ensuring privacy compliance, these insights help clinics adopt AI with confidence. The takeaway: AI isn’t here to replace your staff—it’s here to empower them and unlock new revenue opportunities.

Learning Objectives:
  • Understand the benefits of implementing AI solutions at the front desk and why now is a critical time to adopt this technology in dental practices.
  • Learn about key performance indicators (KPIs) and best practices for a phased approach to launching AI tools in a dental office.
  • Find out how to localize AI communications to reflect the language, tone, and cultural expectations of your patient base.
  • Understand how AI can be used to provide patient communication and support during off-hours, improving accessibility and responsiveness.
  • Discover best practices for maintaining privacy and compliance when integrating AI into patient-facing workflows.
2:45 PM – 3:00 PM 15 mins Break

Hygiene can be a major driver of practice profitability—if systems are optimized. This session will cover strategies to increase hygiene production through scheduling efficiency, diagnostic support, and team calibration without increasing costs.

Learning Objectives:
  • Analyze current hygiene workflows to identify opportunities for production growth.
  • Integrate diagnostic and treatment planning protocols that support hygiene-driven revenue.
  • Maximize appointment efficiency through strategic recall management.
Conference Agenda

Closing

Recap of key insights, action steps, and a thank-you to all participants.

Why You Should Attend

01

Learn from Leading Experts

Dive into interactive sessions led by industry pros and ClearDent experts, and gain practical strategies you can put into action immediately.

02

Earn 6 CE Credits While You Learn

Advance your professional development and earn 6 Continuing Education (CE) credits through sessions designed to enhance both clinical and operational skills.

03

Network with the Dental Community

Connect with peers, industry leaders, and ClearDent experts. Share experiences, gain new perspectives, and build lasting professional relationships.

Book Your Spots Now!

Early Bird Pricing Ends April 30th, 2025.

Individual

$195

Ideal for dental practice owners looking to lead with insight and impact.

Team

$175

Perfect for teams—save when registering 2 or more attendees.

We’d like to Thank our Sponsors

Group
Tempstars
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AGD PACE Logo with Text

🎉 Thank You for Attending the ClearDent Client Growth Summit!

The event has officially wrapped up.
We’re grateful to everyone who joined us to explore new strategies for growth and innovation in dental practice management.