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2018 Annual Session Conference

A Study Guide to Acing the New Patient Exam

May 7, 2018 1:30pm ‐ May 7, 2018 2:30pm


You have sixty minutes, and your time starts now! As a Treatment Coordinator, the salesperson of the practice, those sixty minutes of the New Patient Exam are your time to show what you know. However, without a well-executed plan you may end up with an “incomplete”. By studying key sales concepts in consumer behavior and the appropriate combination of these skills, you can pass the New Patient Exam with flying colors. Sharpen your pencils – let’s put some production on the books!

Learning Objectives:

  • Plan the timing of your New Patient Exam with five strategic steps.
  • Perfect your investigative sales and rapport-building skills.
  • Strategize ways to overcome objections during the exam.


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