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.
Recalls aren’t just about hygiene appointments, it’s your engine for retention, production and long-term patient care. Join our expert trainers for a live Community Class where we’ll walk through:
Recall Due Date vs. Follow-Up tracking
Recall Manager workflows
Custom recall Statuses and appointment types
Two-line recall workflow
Special recall strategies (like the 5-Year C.O.E and PAN)
How to audit your recalls and avoid missed revenue
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.
Get confident with your data, track production, discover trends, and make informed business decisions.
Whether you’re planning for growth, streamlining your schedule, or evaluating staff resources, ClearDent’s analytics tools help you back decisions with real data. In this CE-accredited Community Class, we’ll show you how to make the most of ClearDent’s Business Analytics tools. Learn how to interpret data from production, bookings, and demographics reports to drive growth and increase efficiency.
✔ Analyze billed vs. planned production ✔ Discover patient demographic trends ✔ Evaluate provider performance ✔ Track time spent per appointment ✔ Review production per treatment type
Includes live Q&A and step-by-step demonstrations. Sign up today. CE credits available!
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.
Navigating insurance claims and predeterminations doesn’t have to be a hassle! With ClearDent’s EDI Claim & Predetermination Attachments, you can submit supporting documents, like X-rays, images, and referral letters, directly from your software, helping you get approvals faster.
Join our next Community Class! In this 1 CE-credit eligible session, we’ll cover:
How to attach documents seamlessly to claims & predeterminations.
Best practices for avoiding claim rejections & delays.
EDI configuration settings and insurance carrier maintenance.
How to optimize your insurance workflow for efficiency.
Don’t miss out, register now and take control of your insurance submissions!
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.
Managing your practice’s finances can feel overwhelming. Rising costs, high overhead, and missed revenue opportunities can significantly impact your bottom line—but there are strategies to take control and improve profitability.
💡 What if you could turn these financial challenges into growth opportunities?
Join us for an exclusive free webinar where we’ll share actionable strategies to manage your practice’s revenue more effectively. Learn how to reduce costs, improve collections, and optimize financial performance for long-term success. This one-hour session is eligible for 1 CE Credit.
In this webinar, you’ll learn how to:
Identify hidden costs and inefficiencies that are impacting your bottom line—and learn how to cut them.
Discover strategies to reduce ledger write-offs by improving billing accuracy and automating payment processes.
Learn how to manage outstanding balances with proactive A/R tracking and payment reminders.
Explore tools to fill empty schedule gaps and improve recall efficiency.
Gain insights on tracking financial trends to make informed business decisions.
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.
Managing treatment plans goes beyond entering procedure codes. A well-structured plan ensures that every team member knows the next steps—without delays or confusion.
In our Advanced Treatment Planning Community Class, we’ll cover how to::
Customize Status Settings to track treatment progress.
Leverage Follow-Up Dates for effective patient communication.
Run reports to identify booked and outstanding treatment.
Spot completed procedures that weren’t billed—avoiding lost revenue!
This interactive session will help you optimize your treatment workflows and improve both patient experience and practice efficiency. Earn CE credits while enhancing your treatment planning skills!
Register now and take control of your treatment planning workflow!
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.
