“Why Your Practice Feels Busy… but Isn’t Truly Profitable”

You’re not short on patients. You’re short on systems. Every day it’s: 🕑 Double-booked chairs. 💸 Unbilled treatment plans. 📞 Missed calls. 😩 A team that’s always “trying” but never consistent. And the worst part? You’re the one plugging every hole yourself. It’s not your team’s fault. They were never trained to think and act like an operations powerhouse. That’s about to change.

“The Turning Point That Changed Everything”

When Dr. Bhullar first bought his dental practice, he thought he was doing everything right. Clinical excellence? ✅ Top-notch equipment? ✅ Patient satisfaction? ✅ But still… profits were inconsistent, admin chaos reigned, and he was exhausted. Then one quarter, he tracked how much time he was spending fixing operational fires — and realized he'd spent 112 hours that month on tasks his admin team should have handled. That’s when I created a structured 12-hour Dental Administration Training program and paired it with 73 plug-and-play templates — the exact tools and workflows our industry’s top 5% of practices use to stay lean, profitable, and calm.

One turnkey system for practice owners and managers who want to stop micromanaging — and start scaling.

You will see the transformation. Revenue will stabilize.  Staff will take ownership. And you will finally feel like a real CEO again.

Inside The Dental CEO System™

The Ultimate Leadership + Operations + Administration Toolkit for Practice Owners & Managers (Includes 12 Hours of Dental Administration Training + 73 Proven Templates to Run a Self-Managing, Profitable Dental Office)

1️⃣ 73 Plug-and-Play Templates

Everything your office needs — already created. From admin workflows to HR systems and patient communication templates, you can implement instantly. Result: complete organization and consistency across your entire practice.

2️⃣ HR & Team Management Tools

Streamline hiring, onboarding, training, and evaluations with HR-ready templates built for dental teams. Result: better retention, defined roles, and a motivated staff that knows exactly what to do.

3️⃣ 12-Hour Dental Administration Training

Step-by-step training that turns your admin team into confident, high-performance professionals. They’ll master scheduling, insurance, billing, recall, and reporting — using real-world examples from dental offices that work. Result: smoother days, fewer mistakes, and predictable collections.

📂 73 Dental & HR Templates

- All the workflows, trackers, and forms your practice needs: - Scheduling & recall systems - Daily, weekly & monthly office checklists - KPI dashboards & AR trackers - Claim follow-up and insurance log templates - HR documents: onboarding, staff evaluations, attendance logs, performance reviews, and training trackers - Communication scripts: review requests, financial calls, and treatment coordination guides

12 Hours of Dental Administration Training

Teach your front desk and management staff how to handle real-world operations confidently: - Insurance, billing, and claim follow-ups - Scheduling and recall optimization - Financial discussions and patient retention - Admin accountability and reporting systems

🎁 Bonuses

- Practice Profit Flow Blueprint – uncover hidden profit leaks instantly - Morning Huddle Dashboard Kit – daily production & goal tracker - Staff Performance Matrix – visualize staff performance in one glance

Curriculum

26 Chapters · 242 Lessons

  1. 1

    Introduction

    1. (Included in full purchase)

      Disclaimer

    2. (Included in full purchase)

      Welcome

    3. (Included in full purchase)

      Course Agenda

    4. (Included in full purchase)

      Why Dental Administration Is Important

  2. 2

    💵 Downloads, Templates & Trackers

    1. (Included in full purchase)

      ✅ Dental Insurance Verification Checklist

    2. (Included in full purchase)

      ✅ Dental Payment Record Template

    3. (Included in full purchase)

      ✅ Dental Morning Set-Up Checklist

    4. (Included in full purchase)

      ✅ End Of Day Closing Checklist

    5. (Included in full purchase)

      ✅ Dental Task Prioritization Template

    6. (Included in full purchase)

      ✅ Recall Call Tracker

    7. (Included in full purchase)

      ✅ Treatment Plan Explanation: Quick Reference Card

    8. (Included in full purchase)

      ✅ Insurance Follow Up Tracker

    9. (Included in full purchase)

      ✅ Treatment Acceptance Tracker

    10. (Included in full purchase)

      ✅ Hygiene Recall Log

    11. (Included in full purchase)

      ✅ Unscheduled Treatment Tracker

    12. (Included in full purchase)

      ✅ Pending Insurance Pre-Authorization Log

    13. (Included in full purchase)

      ✅ Patient Re-activation Tracker

    14. (Included in full purchase)

      ✅ Soft Collection Log

    15. (Included in full purchase)

      ✅ Smile Makeover Lead Tracker

    16. (Included in full purchase)

      ✅ Marketing Lead Conversion Sheet

    17. (Included in full purchase)

      ✅ Monthly KPI Dashboard

    18. (Included in full purchase)

      ✅ Insurance Claim Tracker Master Sheet

    19. ✅ Insurance & Business Glossary Free preview
    20. ✅ Denied Claims Appeal Sheet Free preview
    21. (Included in full purchase)

      ✅ Monthly Claims Aging Summary Sheet

    22. (Included in full purchase)

      ✅ Owner Profit Flowchart

    23. (Included in full purchase)

      ✅ Associate PayDay Self Audit

    24. (Included in full purchase)

      ✅ New Patient Intake Checklist

    25. (Included in full purchase)

      ✅ Cancellation / No-Show Tracking Sheet

    26. (Included in full purchase)

      ✅ Cancellation Follow Up Call Script

    27. ✅ No-Show Psychology Breakdown Sheet Free preview
    28. (Included in full purchase)

      ✅ No-Show Recovery KPI Dashboard

    29. (Included in full purchase)

      ✅ Urgency Framing Communication Sheet

    30. (Included in full purchase)

      ✅ Objection Response Matrix

    31. (Included in full purchase)

      ✅ Outstanding Treatment Value Dashboard

    32. (Included in full purchase)

      ✅ Unapplied & Overpayment Tracker

    33. (Included in full purchase)

      ✅ Insurance Pre-Authorization Pipeline Tracker

    34. (Included in full purchase)

      ✅ Production Goal Per Chair Per Provider Tracker

    35. (Included in full purchase)

      ✅ End Of Day Reconciliation Sheet

    36. (Included in full purchase)

      ✅ Scheduling Commandments

    37. (Included in full purchase)

      ✅ Dollars Per Hour Per Chair Tracker

    38. (Included in full purchase)

      ✅ Chair Time Value Sheet

    39. (Included in full purchase)

      ✅ Ownership Readiness Checklist

    40. (Included in full purchase)

      ✅ Associate To Owner Roadmap

    41. (Included in full purchase)

      ✅ Practice Opportunity Evaluation Checklist

    42. (Included in full purchase)

      ✅ Ownership Conversation Script

    43. (Included in full purchase)

      ✅ Same Day Treatment Conversion Sheet

    44. (Included in full purchase)

      ✅ Invisalign Consultation Presentation Script

    45. (Included in full purchase)

      ✅ Google Review Request Script Card

    46. (Included in full purchase)

      ✅ New Patient Welcome Script

  3. 3

    Leadership & CEO Templates

    1. ✔️CEO Command Dashboard : Monthly Control Panel Free preview
    2. (Included in full purchase)

      ✔️ Leadership KPI Review Meeting Template

    3. (Included in full purchase)

      ✔️ Leadership 1 On 1 Staff Coaching Template

    4. (Included in full purchase)

      ✔️ Provider Performance Review Sheet

    5. (Included in full purchase)

      ✔️ Team KPI Accountability: CEO Edition

    6. (Included in full purchase)

      ✔️ Clinic Location Market Evaluation Worksheet

    7. (Included in full purchase)

      ✔️ Clinic Culture Behaviour Alignment Sheet

    8. (Included in full purchase)

      ✔️ Associate Production Tracker

    9. (Included in full purchase)

      ✔️ Expansion Readiness Calculator

    10. (Included in full purchase)

      ✔️ Chair Utilization Capacity Dashboard

    11. (Included in full purchase)

      ✔️ Collections Leak Audit Sheet

    12. (Included in full purchase)

      ✔️ Overhead % Breakdown Dashboard

    13. (Included in full purchase)

      ✔️ Owner Profit Allocation Dashboard

    14. (Included in full purchase)

      ✔️ Clinic Profit Summary Dashboard

    15. (Included in full purchase)

      ✔️ Annual Growth Trend Dashboard

    16. ✔️ Multi Location Comparison Dashboard Free preview
    17. (Included in full purchase)

      ✔️ Staff Performance Evaluation Tracker

    18. (Included in full purchase)

      ✔️ Monthly Team Performance Dashboard

    19. (Included in full purchase)

      ✔️ Staff Role Responsibility Matrix

    20. (Included in full purchase)

      ✔️ Cross Training Progress Tracker

    21. (Included in full purchase)

      ✔️ Staff Training Certification Log

  4. 4

    HR Templates

    1. (Included in full purchase)

      Staff Onboarding Orientation Checklist

    2. (Included in full purchase)

      Employee Documentation Tracker

    3. (Included in full purchase)

      Performance Behaviour Improvement Plan

    4. (Included in full purchase)

      Time Off Tracker

    5. (Included in full purchase)

      Annual Employee Review

    6. (Included in full purchase)

      Employee Goal Setting Sheet

  5. 5

    EOB Training ( Explanation Of Benefits)

    1. (Included in full purchase)

      ✅The Complete Training Manual: 20 Scenarios

  6. 6

    Bonus : Access Your Free Premium Download

    1. (Included in full purchase)

      ✅ 120+ Must-Fix Issues In A Dental Practice With Solutions

    2. (Included in full purchase)

      ✅ Phone Scripts Manual

    3. (Included in full purchase)

      ✅ Financial Communication Mastery Manual

  7. 7

    Understanding Dental Procedures From Administrator's Perspective

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Scaling Or Dental Cleaning

    3. (Included in full purchase)

      Filling

    4. (Included in full purchase)

      Root Canal Treatment

    5. (Included in full purchase)

      Crown

    6. (Included in full purchase)

      Bridge

    7. (Included in full purchase)

      Extraction

    8. (Included in full purchase)

      Implant

    9. (Included in full purchase)

      Dentures: Complete & Partial

    10. (Included in full purchase)

      Invisalign

  8. 8

    Communication Using Odontogram Charting

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Identify Teeth Surfaces For Charting

    3. (Included in full purchase)

      Examples Of Odontograms / Dental Softwares

    4. (Included in full purchase)

      Shortcut Buttons/Icons In Software

    5. (Included in full purchase)

      Linking Codes To Icons/Shortcuts

    6. (Included in full purchase)

      Colour Coding For Procedures

    7. (Included in full purchase)

      Selecting Surfaces On Odontogram

  9. 9

    Coding Teeth Using Numbering Systems

    1. (Included in full purchase)

      Numbering Systems: Introduction

    2. Universal System: Adult Teeth Free preview
    3. (Included in full purchase)

      Universal System: Baby Teeth ( Primary Dentition )

    4. FDI System: Adult & Baby Teeth Free preview
    5. (Included in full purchase)

      Identifying Teeth From Panoramic X-Ray

    6. (Included in full purchase)

      Identifying Teeth From Bite-Wing X-Ray

    7. (Included in full purchase)

      Identifying Teeth From Peri-Apical ( PA ) X-ray

  10. 10

    Billing and Treatment Coordination

    1. (Included in full purchase)

      Who Is Financial Or Treatment Co-ordinator

    2. (Included in full purchase)

      What Does Financial Co-ordinator Monitor In A Dental Practice?

    3. (Included in full purchase)

      Numbers And Financial Markers To Monitor Operations

    4. (Included in full purchase)

      Steps Of Treatment Co-ordination

  11. 11

    Insurance Management

    1. (Included in full purchase)

      Four Important Responsibilities In Insurance Administration

    2. (Included in full purchase)

      Understanding Dental Claim Forms - I

    3. (Included in full purchase)

      Understanding Dental Claim Forms - II

  12. 12

    Oral Care Coverage

    1. (Included in full purchase)

      What Is A Dental Insurance?

    2. How Dental Insurance Works? Free preview
    3. (Included in full purchase)

      4 Key Things About Dental Insurance

    4. (Included in full purchase)

      Examples Of Dental Insurers

    5. (Included in full purchase)

      What Is Dental Insurance Full Coverage ?

    6. (Included in full purchase)

      What Is A Co-Payment ?

    7. (Included in full purchase)

      What Is Deductible?

  13. 13

    Verifying Dental Insurance Benefits

    1. (Included in full purchase)

      Explanation Of Benefits: Introduction

    2. (Included in full purchase)

      EOB Unveiled

    3. (Included in full purchase)

      Frequency Of Dental Benefits ( Calendar Vs Rolling Year )

  14. 14

    Government Dental Plans

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Case Study

    3. (Included in full purchase)

      Eligibility For Government Dental Plans

    4. (Included in full purchase)

      Breakdown Of Government Benefits

  15. 15

    Dental Codes

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Canadian Dental Codes: Key Features

    3. (Included in full purchase)

      CDT or American Dental Codes: Key Features

    4. (Included in full purchase)

      Interpretation Of Dental Codes

    5. (Included in full purchase)

      Identifying Number Of Units From Dental Code

    6. (Included in full purchase)

      Interpretation Of Dental Codes ( CDT or American)

  16. 16

    Estimating Dental Benefits

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Four Ways To Estimate Dental Benefits

    3. (Included in full purchase)

      Pre-Determinations

    4. (Included in full purchase)

      2 Mantras For Predetermining Benefits

    5. (Included in full purchase)

      Filing Claims & Documents Alphabetically

    6. (Included in full purchase)

      Secondary Insurance: Sending Claims

  17. 17

    Billing Errors: Mistakes That Cost Your Practice

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Inaccurate Or Missing Patient Information

    3. (Included in full purchase)

      Inattention To Verification Process

    4. (Included in full purchase)

      Coding Errors

    5. (Included in full purchase)

      Filing Claims Inefficiently

    6. (Included in full purchase)

      Missing Additional Documentation

    7. (Included in full purchase)

      Compliance With Federal Laws: P.I.P.E.D.A & H.I.P.A.A.

  18. 18

    Financial Policies

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Understanding Fee Guides

    3. (Included in full purchase)

      Examples Of Policies Adopted

    4. (Included in full purchase)

      Co-Pay FAQ: “ How Much I Have To Pay”

    5. (Included in full purchase)

      Co-Pay FAQ: “ Can The Dentist Waive My Co-payment”

    6. (Included in full purchase)

      Payment Arrangements Or Financing

    7. (Included in full purchase)

      Collections: Key Points

    8. (Included in full purchase)

      Posting Payments After Procedure

    9. (Included in full purchase)

      Posting Payments: Key Points

    10. (Included in full purchase)

      Why Post Payment At The Time Of EOB?

    11. (Included in full purchase)

      Handling Patient Accounts: Collecting Balances

  19. 19

    Understanding Different Reports

    1. (Included in full purchase)

      Importance Of Reports

    2. (Included in full purchase)

      Example Reports

    3. (Included in full purchase)

      Day Sheet Report

    4. (Included in full purchase)

      Audit Trail Report

    5. (Included in full purchase)

      Adjustment Day Report

    6. (Included in full purchase)

      Provider A/R Total Report

    7. (Included in full purchase)

      Collections Manager Report

    8. (Included in full purchase)

      Provider Credit Report

    9. (Included in full purchase)

      Inputs For Reports

    10. (Included in full purchase)

      More Inputs For Reports

  20. 20

    Audits

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Audits: Key Points

    3. (Included in full purchase)

      Problem Accounts

    4. (Included in full purchase)

      Metrics Determining Health Of Dental Practice

    5. (Included in full purchase)

      Handling Collections: Steps You Can Take

    6. (Included in full purchase)

      Write-Offs In A Dental Practice

  21. 21

    Orthodontic Insurance

    1. (Included in full purchase)

      Importance Of Pre-Determination

    2. (Included in full purchase)

      Orthodontics Relevant Codes

    3. Transfer Of Patients: Switching An Orthodontist Free preview
    4. (Included in full purchase)

      Divorce: Billing Insurance

  22. 22

    Administration & Customer Service

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      How To Stay Efficient?

    3. (Included in full purchase)

      Keep A Right Attitude: But How ?

    4. (Included in full purchase)

      How To Handle Patients? The Moment They Walk In

    5. (Included in full purchase)

      Phone Etiquettes For Dental Office

    6. (Included in full purchase)

      How To Deal With Salespersons

    7. (Included in full purchase)

      How To Take A Message When Dentist Is Busy

    8. (Included in full purchase)

      Phone Coverage During Lunch Hours

    9. (Included in full purchase)

      Dental Emergencies: What Are They & How To Schedule

    10. (Included in full purchase)

      Transfer Of Xrays & Records: On Patient’s Request

    11. (Included in full purchase)

      Steps Of Transferring Records: Sample Form

    12. (Included in full purchase)

      Handling Late Patients: Do’s & Don’ts

    13. (Included in full purchase)

      Handling Angry Patients: Do’s & Don’ts

    14. (Included in full purchase)

      Proper Hand-off: Why It’s So Important

    15. (Included in full purchase)

      Steps Of Walking Out Patients: For Administrative Staff

    16. (Included in full purchase)

      Asking For Referrals

    17. (Included in full purchase)

      Key Areas In Dental Communication

    18. (Included in full purchase)

      Hand-off To Treatment Co-ordinator

    19. (Included in full purchase)

      Pre-Book Dental Hygiene: Motivate Your Patients

    20. (Included in full purchase)

      How To Offer Appointments

    21. (Included in full purchase)

      Cancellations & Scheduling Issues

    22. (Included in full purchase)

      Confirmation Calls For Appointments

    23. (Included in full purchase)

      Next Day Review

    24. (Included in full purchase)

      Scheduling Pending Treatment

    25. (Included in full purchase)

      Overdue Recare Calls

    26. (Included in full purchase)

      Periodontal Overview For Insurance

    27. (Included in full purchase)

      Keeping Dental Hygiene Department Busy

    28. (Included in full purchase)

      How To Present Dental Treatment Plan

    29. (Included in full purchase)

      How To Answer: “ Can The Treatment Wait”

    30. (Included in full purchase)

      How To Discuss ‘Money’ With Patients

    31. (Included in full purchase)

      Consent & Decline Forms

    32. (Included in full purchase)

      Obtaining Consent Before Treatment

    33. (Included in full purchase)

      Insurance Focused Patients : How To Handle

    34. (Included in full purchase)

      Follow Up For Treatment Plans

    35. (Included in full purchase)

      Morning Meeting Agenda: Must Contain

    36. (Included in full purchase)

      Treatment Co-ordinator Checklist

    37. (Included in full purchase)

      Monthly Follow Ups: Treatment Co-ordination

    38. (Included in full purchase)

      Financial Goals Of A Dental Office

  23. 23

    New Patient Experience

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      How To Answer Phone Calls

    3. (Included in full purchase)

      Best Time To Schedule Appointments

    4. (Included in full purchase)

      New Patient Interview

    5. (Included in full purchase)

      Shoppers Or Patients Calling For Second Opinions: How To Handle

    6. (Included in full purchase)

      Entering New Patient Information

    7. (Included in full purchase)

      Dental Communication: Do’s & Don’t

    8. (Included in full purchase)

      Consultations & Their Importance

    9. (Included in full purchase)

      Referrals Management

  24. 24

    Patient Scheduling

    1. (Included in full purchase)

      Fundamentals Of Dental Scheduling

    2. (Included in full purchase)

      Types Of Scheduling

    3. (Included in full purchase)

      Block Scheduling

    4. (Included in full purchase)

      Dental Hygiene Scheduling

    5. (Included in full purchase)

      Monthly Goals In Scheduling

    6. (Included in full purchase)

      Pre-Booking Dental Hygiene Patients

  25. 25

    Conclusion

    1. (Included in full purchase)

      Congratulations

    2. Meet Your Professional Support Instructor: Anju Free preview
    3. (Included in full purchase)

      Bonus

  26. 26

    📩 Dental Email & SMS Templates Pack

    1. (Included in full purchase)

      ✅ 1. Appointment Reminder – Email

    2. (Included in full purchase)

      📲 2. Appointment Reminder – SMS

    3. (Included in full purchase)

      ✅ 3. Appointment Confirmation – Email

    4. (Included in full purchase)

      📲 4. Appointment Confirmation – SMS

    5. (Included in full purchase)

      💳 5. Financial Follow-Up – Email

    6. (Included in full purchase)

      💬 6. Financial Follow-Up – SMS

    7. (Included in full purchase)

      🔁 7. Recall / Check-Up Reminder – Email

    8. (Included in full purchase)

      📲 8. Recall / Check-Up Reminder – SMS

    9. (Included in full purchase)

      😔 9. Missed Appointment Follow-Up – Email

    10. (Included in full purchase)

      📲 10. Missed Appointment Follow-Up – SMS

What people are saying

The People Who Found this System Freed Them from the Daily Chaos

”
“Our admin team completed the 12-hour training and used 5 of the templates — we cut AR in half within one month.”
Dr. Michelle T. ⭐⭐⭐⭐⭐

Vancouver, Canada

Dental practice manager training course
“Finally, a system that lets me manage like a CEO instead of a firefighter. The Dental CEO System changed our entire workflow.”
Jenny P., Office Manager ⭐⭐⭐⭐⭐

Boston, U.S

”
“The templates alone are worth thousands. Our office finally runs like a well-oiled business.”
Marissa K., Dental Office Manager ⭐⭐⭐⭐⭐

Adelaide, Australia

🎁 Get 3 Free Dental Office Templates — No Payment Required

Curious how the Dental CEO System™ actually works? You can now download three of our real templates free — no credit card, no commitment. These are the exact systems used inside hundreds of successful dental offices to save time, improve team performance, and simplify daily operations. ✨ How It Works Click the button below to create your free  account. You’ll instantly unlock the Free Preview inside The Dental CEO System™. Download your three templates immediately — ready to use in your office today. 📩 No payment. No risk. Just pure value. 👉 [Get Your 3 Free Dental Office Templates Now →] (Free download available — no card required.)

What You Will Get

⚠️ Enrollment is open for a limited time to maintain personalized support. Once the online seats reach their capacity, access closes until the next release.

👉 Click Below to Join The Dental CEO System™

Picture six months from now: Your systems are tight. Your HR is automated. Your admin team handles everything without your constant supervision. You’re not just the dentist — you’re the CEO of a thriving, self-managing practice. That’s the transformation waiting inside The Dental CEO System™. Enroll today — and lead your office with structure, confidence, and control.

$397.00

[YES! I WANT THE DENTAL CEO SYSTEM →] Free preview