Protecting patient information and ensuring seamless internal communication are critical to modern dental practice operations. ClearDent’s secure letter templates, Patient Data Exchange, and ClearConnect Premium tools provide a safe and efficient way to communicate within your team.
In this Community Class, learn how to:
Create and manage secure letter templates for consistent, confidential messaging
Use ClearDent’s Patient Data Exchange to safely share patient information
Leverage ClearConnect Premium features for enhanced secure communication and tracking
Understand compliance considerations and best practices for internal messaging
Streamline workflows while maintaining privacy and data security
Empower your team to communicate confidently and securely
Keep your practice’s communication both effective and compliant.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Team Lead
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
Revenue can be lost without clear treatment plans and contract management. With ClearDent’s advanced treatment planning and contract billing features, your team can identify missed opportunities and secure more predictable income.
In this Community Class, learn how to:
Create and manage advanced treatment plans that align with patient needs and practice goals
Use contract billing to formalize patient commitments and improve collections
Identify gaps where revenue may be left on the table and take corrective action
Monitor and optimize workflows for treatment plan approvals
Communicate treatment options and financial arrangements clearly to patients
Equip your team to maximize practice revenue by closing gaps in treatment planning and billing.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Team Lead
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
Effective financial management is essential to a healthy practice. ClearDent’s robust reporting and reconciliation tools help you close the books efficiently, manage accounts receivable, and handle daily deposits accurately.
In this Community Class, learn how to:
Run and interpret month-end and A/R reports to understand your practice’s financial health
Execute day-end processes to reconcile payments and prepare for the next day
Use ClearDent’s Reverse Bank Deposit feature to correct deposit errors without hassle
Identify and resolve any discrepancies in deposits and receivables
Implement workflows that improve accuracy and save time
Empower your team with best practices for consistent month-end and day-end routines
Gain the confidence and control to keep your practice’s finances on track and your team productive.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Team Lead
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
Efficient and accurate charting is essential for high-quality patient care and smooth clinical workflows. With ClearDent’s customizable treatment and clinical templates, your team can standardize documentation while saving time.
In this Community Class, learn how to:
Create and customize treatment templates tailored to your practice’s common procedures
Use clinical templates to capture detailed, consistent patient information
Improve charting speed without sacrificing accuracy or detail
Ensure clear and thorough documentation that supports billing and care decisions
Leave with actionable steps to simplify charting and enhance your clinical documentation.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Team Lead
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
Ready to take ClearConnect even further?
Join our upcoming Community Class and explore advanced strategies to optimize patient communication, automate recall systems, and fully leverage Online Booking integration.
In this session, you’ll learn how to:
Build targeted recall campaigns using Recall Type and Status filters
Segment communication by age group and preferred contact time
Automate confirmation workflows tailored to your practice
Use message variables to personalize every interaction
Trigger premedication reminders and appointment-specific instructions
Send digital forms automatically for new patient bookings
Activate and manage seasonal templates with ease
Discover how ClearConnect connects every stage of the patient journey, from first booking to long-term recall, while reducing administrative workload and improving appointment retention.
CE credits available. Reserve your spot today!
Our Speaker:
Allison Sarney | Implementation Team Lead
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
Accurate ledger adjustments are key to maintaining clean patient accounts and trustworthy financial records. Whether you’re correcting billing errors, applying discounts, or reconciling payments, ClearDent’s advanced ledger tools help you do it all with clarity and control.
In this Community Class, learn how to:
Understand the different types of ledger adjustments and when to use them
Make corrections confidently; without compromising historical data
Apply adjustments to procedures, payments, and insurance entries accurately
Reverse transactions when needed, and ensure your audit trail stays intact
Use best practices for financial clarity, reporting accuracy, and team consistency
Troubleshoot common adjustment mistakes and learn how to fix them properly
Walk away with a deeper understanding of ClearDent’s ledger tools and the confidence to handle adjustments with precision and ease. This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Dana Graham | Implementation Specialist
Before joining the ClearDent family, Dana enjoyed a 12-year career in private practice in multiple
roles including hygienist and Office Manager. These roles have given her vast knowledge of both the
admin and clinical side, which in turn gives her a unique perspective on how an all-in-one practice
management software can best benefit a dental office.
Efficient claims management starts with understanding the full EDI workflow. In this session, we’ll explore how to create and submit claims electronically, apply EOB adjustments, and manage required attachments; including those needed for CDCP submissions.
In this Community Class, learn how to:
Attach required documentation, including images and notes, to support claim approvals
Navigate CDCP-specific requirements within ClearDent’s claim workflows
Save time by using built-in features for batch processing and claim tracking
Create and submit EDI claims through ClearDent
Avoid common submission and adjustment errors that delay payment
Get the tools and confidence you need to manage the full EDI cycle; from claim to completion.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Steven To | Implementation Specialist
Steven has a background in business management as well as strong technical expertise with ClearDent.
Since joining ClearDent in 2024, he has developed in-depth knowledge of our products and has supported
clients in multiple capacities. Steven focuses on helping practices optimize their use of the software,
streamline workflows, and improve operational efficiency across the office.
A strong hygiene program starts with an effective recall strategy. With ClearDent’s advanced recall tools and ClearConnect integration, you can increase patient retention, automate follow-ups, and maintain a steady flow of appointments; all while reducing manual work for your team.
In this Community Class, learn how to:
Use advanced recall filters to target the right patients at the right time
Automate personalized recall messages using ClearConnect templates
Track and manage recall status to ensure no patient falls through the cracks
Link recall messages to Online Booking or “Request Appointment” workflows to drive bookings
Adjust timing, message content, and frequency to optimize response rates
Monitor recall effectiveness and fine-tune your strategy over time
Leave with practical tools and workflows to boost hygiene reappointments, keep your team efficient, and elevate the patient experience. This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Dana Graham | Implementation Specialist
Before joining the ClearDent family, Dana enjoyed a 12-year career in private practice in multiple
roles including hygienist and Office Manager. These roles have given her vast knowledge of both the
admin and clinical side, which in turn gives her a unique perspective on how an all-in-one practice
management software can best benefit a dental office.
An efficient schedule is the foundation of a productive practice. With ClearDent’s Scheduler tools, you can take control of your day; aligning provider hours, managing appointments with precision, and optimizing daily production.
In this Community Class, learn how to:
Update provider availability and working hours to reflect real-time clinic schedules
Use appointment statuses and visual cues to monitor patient flow and reduce front desk confusion
Quickly locate openings with the “Find Time Slot” tool to accommodate patient needs faster
Track and manage production goals using the Planned Production view
Streamline task management by using To-Do Lists
Make your schedule work for you; not the other way around.
Make your schedule work for you; not the other way around. This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Steven To | Implementation Specialist
Steven has a background in business management, as well as ClearDent from a technical standpoint. He has been with ClearDent since 2024 and offers in-depth knowledge of ClearDent products. Throughout his time at ClearDent, Steven has been involved in different capacities while he works to assist clients to optimize the utilization of the software and streamline the office workflow.
Take control of your patient communications with ClearConnect’s Self-Serve module. This tool allows your team to manage automated messaging jobs and custom templates for email and SMS reminders, recall notices, new patient greetings, birthday messages and more.
In this Community Class, learn how to create, edit and manage automated messaging templates that keep patients engaged and your office running smoothly.
Understand the benefits of managing your own communication templates for consistency, flexibility and control.
Learn how to create and edit SMS and email templates within the self-serve module.
Inactivate (pause) automated message jobs without losing their content-perfect for holidays or scheduling breaks.
Incorporate patient details into messages for a more personalized communication experience.
Link messages to your Online Booking portal so patients can conveniently book their own appointments.
For offices not using Online Booking, add a “request Appointment” button to recall related messages so patients can notify the office that they would like to be contacted to book their appointment.
Use advanced filters like Recall Types and Recall Status to send messages to the right patients at the right time.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Dana Graham | Implementation Specialist
Before joining the ClearDent family, Dana enjoyed a 12 year career in private practice in multiple roles including hygienist and Office Manager. These roles have given her vast knowledge of both the admin and clinical side, which in turn gives her a unique perspective on how an all-in-one practice management software can best benefit a dental office.
