If your team is reviewing practice management software options, this session is a great place to start. See how ClearDent Cloud helps dental practices manage appointments, treatment, billing, reporting, and patient engagement with greater ease, while giving teams the flexibility of secure access from anywhere. You’ll also get a look at how AI-powered capabilities and integrations can help practices work smarter, improve efficiency, and stay ready for what’s next.
Our Speaker:
Jim Turner | Solutions Engineer at ClearDent
Jim started his dental path 25 years ago and has never looked back. He joined the dental community as receptionist for 15 years. He then became a dental software trainer, eventually joining ClearDent over 7 years ago. He started focusing in being a solutions engineer in early 2022 and has brought his incredible insights to running practices with him. Jim’s passion for people and love of the dental industry come across with any dealings you have with him.
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:
Jim Turner | Solutions Engineer at ClearDent
Jim started his dental path 25 years ago and has never looked back. He joined the dental community as receptionist for 15 years. He then became a dental software trainer, eventually joining ClearDent over 7 years ago. He started focusing in being a solutions engineer in early 2022 and has brought his incredible insights to running practices with him. Jim’s passion for people and love of the dental industry come across with any dealings you have with him.
Well-organized treatment planning and clear financial arrangements are essential to improving case acceptance and maintaining predictable practice revenue. In this session, we’ll explore how ClearDent’s advanced treatment planning and contract billing tools can help your team manage treatment more strategically while improving collections and patient communication.
Join us to explore:
Creating and managing advanced treatment plans that support both patient care and practice goals
Using contract billing workflows to formalize financial arrangements and improve payment consistency
Identifying gaps where proposed treatment and potential revenue may be slipping through the cracks
Monitoring treatment plan approvals and improving follow-up workflows
Communicating treatment options and financial commitments more clearly and confidently to patients
Organizing treatment plans for better tracking, reporting, and case management
Whether your goal is increasing case acceptance, improving financial clarity, or creating more consistent treatment workflows, this class will help your team maximize opportunities already sitting in your practice.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Jim Turner | Solutions Engineer at ClearDent
Jim started his dental path 25 years ago and has never looked back. He joined the dental community as receptionist for 15 years. He then became a dental software trainer, eventually joining ClearDent over 7 years ago. He started focusing in being a solutions engineer in early 2022 and has brought his incredible insights to running practices with him. Jim’s passion for people and love of the dental industry come across with any dealings you have with him.
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.
