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.
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.
