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.
The future of practice management is here. Whether you’re currently using On-Prem or evaluating software for the first time, the cloud solution delivers everything you need to run and grow your practice—plus new advantages only possible with cloud technology.
With secure, anytime access, automatic updates, and built-in compliance, Cloud technology eliminates the burden of servers, backups, and manual updates. It simplifies daily workflows like scheduling, billing, and reporting, while providing real-time insights that empower your team, strengthen patient relationships, and position your practice for long-term growth.
This webinar will show you why more practices are making the move to the Cloud—and how you can take advantage of these benefits without missing a beat. This one-hour session is eligible for 1 CE Credit.
In this webinar, you’ll learn how to:
Understand how cloud technology lowers IT costs while removing the burden of server maintenance and manual upgrades.
Identify how anytime, anywhere access increases staff efficiency and enhances patient care.
Identify how integrated cloud tools streamline scheduling, billing, reporting, and collaboration.
Highlight the advantages of automatic updates, built-in compliance, and enterprise-level security.
Evaluate how cloud infrastructure enables scalability and supports long-term practice growth.
Our Speaker
Allison Sarney
Implementation Expert at ClearDent
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.
Liam Caffrey
Account Executive at ClearDent
Liam Caffery is an Account Executive at ClearDent, where he helps dental practices find the right technology to grow their business. He works closely with practice owners and teams to understand their challenges and demonstrate how ClearDent’s all-in-one platform can simplify operations, improve efficiency, and drive sustainable growth. Liam is passionate about building strong client relationships and ensuring practices feel supported as they adopt solutions that make a real impact.
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.
Efficient image management is essential for both patient care and streamlined workflows. With ClearDent’s integrated Digital Imaging tools, capturing, organizing and presenting images is quick and effective, whether you are working with intra-oral cameras, digital x-rays, or digital images.
In this Community Class, we’ll show you how to manage large image collections using labels and sorting tools, create custom mount templates, and use images in patient letters and case presentations, ensuring your team saves time while delivering a more polished, professional experience for patients.
Capture and import patient images from supported devices (intra-oral cameras, digital x-rays and other digital images).
Edit and annotate images.
Organize and manage image collections.
Create digital mount templates and incorporate images into patient letters and case presentations.
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.
Make it easier than ever for patients to schedule appointments anytime with ClearDent’s new Online Booking feature. By extending availability beyond traditional business hours, you can attract new patients, increase appointment volume and reduce phone traffic. Offering 24/7 scheduling meets the growing demand for instant digital access, delivering a seamless experience for patients while helping your practice grow.
In this Community Class, we’ll walk you through setting up, customizing and managing your Online Booking portal. Learn how to tailor appointment services, enable providers for booking, link the portal to your website and keep track of patient bookings all in one place.
Understand the benefits of Online Booking for both your office and your patients, including increased appointment volume and enhanced patient convenience.
Learn how to configure and customize Online Booking in ClearDent. Set appointment Types, enable providers, adjust availability and link the booking portal to your website.
Explore best practices for managing the portal. Track and verify bookings, handle patient interactions, and drive adoption with strategies like embedding booking links in your ClearConnect communication templates.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Expert
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.
Take your referral tracking to the next level.
Streamline and strengthen your referral process with expert-led guidance designed to help your team stay organized and boost production. In this session, you’ll learn how to:
Mange and merge referral sources
Add and edit referral links in patient files
Track both inbound and outbound referrals
Referral production reports
Generate and customize referral letter templates
Perfect for offices with specialists, multi-location setups, or any team ready to improve patient flow, tracking and reporting.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Expert
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.
Switching dental practice management software can feel daunting, which is why so many practices stick with what they have, despite a desire and even a need to upgrade. But switching doesn’t have to be painful or disruptive. This CE-eligible webinar is designed to show you how our team works hand in hand with you to handle data migration, training, and go-live support—so you can achieve a smooth transition to ClearDent, without disrupting patient care.
Plus, we’re pleased to welcome special guest Mandi Carter from Cougar Ridge Dental, who will share her firsthand experience switching to ClearDent earlier this year, from concerns and expectations to what made the transition successful for her team.
Whether you’re actively considering a new system or simply want to understand what the journey entails, this session will walk you through best practices for preparing your team, protecting your data, coordinating with IT providers, and ensuring a successful go-live.
This one-hour session is eligible for 1 CE Credit.
In this webinar, you’ll learn how to:
Describe the essential steps in pre-planning for a software conversion, including clinic preparation, scheduling, and team alignment.
Identify key responsibilities during the transition, distinguishing what is handled by the software provider and what requires in-practice coordination.
Explain the critical elements of a successful data conversion, including data types, timing, and security considerations.
Evaluate best practices for training and implementation to minimize workflow disruption and ensure user adoption.
Apply tips and strategies to reduce downtime and prepare staff for a smooth transition to a new software platform.
Our Speaker
Jonah McEachern
Sales and Service Operations Directorat ClearDent
With more than 25 years of executive leadership, Jonah McEachern is known for turning ambitious growth goals into disciplined, people-centred execution. Today, he leads national Sales & Service Operations at ClearDent, one of Canada’s fastest-growing dental practice-management platforms, where he oversees revenue strategy, customer success and post-sale service for thousands of practitioners coast to coast.
A former software developer turned P&L leader, Jonah pairs deep technical fluency with a coach’s mindset. His teams have posted double-digit revenue gains, reduced churn by double figures and earned industry-leading customer-satisfaction scores. Jonah speaks frequently at dental, SaaS and leadership forums, translating real-world wins—and a few hard-won lessons—into clear, actionable takeaways that help operators grow faster and serve better.
Mandi Carter
Office Manager at Cougar Ridge Dental
Mandi Carter is the Office Manager at Cougar Ridge Dental, a Calgary-based clinic known for its welcoming environment and comprehensive dental care. With a commitment to operational excellence and patient satisfaction, Mandi plays a key role in managing day-to-day workflows, supporting her team, and implementing technology-driven solutions. Cougar Ridge Dental offers a full range of family, restorative, and cosmetic dentistry services, and under Mandi’s leadership, the clinic has embraced innovation to improve both staff efficiency and patient experiences.
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.
Join us for an exclusive free webinar where we’ll share actionable strategies to manage your practice’s revenue more effectively. This one-hour session is eligible for 1 CE Credit.
In this webinar, you’ll learn how to:
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.
Our Speaker
Samantha Leonard
Product Manager at ClearDent
15+ years in various roles within the dental industry has enabled Samantha to develop an in depth understanding of the potential within the dental industry. Her extensive experience in software development and unique understanding of practice management has made her an invaluable part of the development of ClearDent Cloud.
