In Person Training & Education

Immersive
Education & Workshops

Hosted in Chicago, IL

Referral Lab’s Subject Matter Expert (SME) led workshops are immersive, two-day experiences designed to optimize key areas of dental practice operations. Led by industry experts, these sessions equip teams with practical strategies to improve scheduling, boost case acceptance, and enhance overall efficiency. From mastering appointment flow and treatment coordination to gaining valuable insights through collaborative SWOT and 360-degree feedback, each workshop delivers real-world tools that drive growth. With a focus on clarity, connection, and implementation, these workshops help practices overcome challenges and elevate performance—together.

Referral Lab's SWOT360 Mastermind

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This immersive two-day event is tailored for dental practices looking to elevate patient experience, streamline operations, and overcome practice challenges. Designed for collaborative growth, participants will engage in comprehensive SWOT analyses and 360-degree feedback sessions, gaining valuable insights from other practices while sharing their own strengths, opportunities, and areas for improvement.

Participants present their SWOT analysis in a structured format, receiving feedback from peers and building a supportive community committed to collective success. Specialized breakout pods for doctors and team members focus on tailored topics: doctors tackle bottlenecks in scheduling, patient volume, and work-life balance, while team members refine patient communication and intake processes.

This Mastermind isn’t just about learning—it’s about building lasting connections. Enjoy morning coffee, catered lunches, and an iconic pizza party at Lou Mal’s, fostering networking and camaraderie. With casual attire encouraged, this event offers a relaxed, enriching environment perfect for unlocking your practice’s potential.

Mastering Specialized Dental Practice Scheduling

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Unlock the secrets to mastering specialized dental practice scheduling with Mastering Specialized Dental Practice Scheduling by Referral Lab. Led by expert Kim Elisei of Periodontic Associates of Port Huron, this two-day intensive course equips scheduling coordinators and team members with essential strategies to streamline appointment management, boost productivity, and overcome common scheduling hurdles.

On Day 1, participants delve into the critical role of a scheduler, learning to balance the needs of business teams, clinical teams, and doctors. Key topics include consult scheduling, intake management, and the importance of regularly refining scheduling templates. Hands-on workshops allow attendees to practice and apply these skills in real time. Day 2 dives deeper, covering surgery scheduling, setting production goals, and tackling common challenges. Participants gain practical experience in template creation and problem-solving, empowering them to enhance practice performance efficiently.

This tailored course provides targeted insights for specialized practices and requires a few key details (schedule snapshots, production goals, and team numbers) to customize the experience to participants' needs.

Advanced Strategies in Treatment Coordination

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Elevate your dental practice with Advanced Strategies in Treatment Coordination by Referral Lab, a transformative two-day course designed to empower treatment coordinators with essential tools for success. This course dives into the core aspects of treatment coordination—patient conversion, case acceptance, production, and efficiency. Participants will learn practical strategies to boost patient conversion and acceptance rates, manage implant cases, and enhance overall practice productivity.

With a focus on creating an exceptional patient experience, attendees will explore clinical preparation, patient care, and financial presentation techniques. By understanding and bridging clinical and financial knowledge gaps, coordinators will gain insights into diverse treatment options and financial strategies, allowing them to deliver sustainable solutions tailored to each patient. This course equips coordinators with real-life strategies to navigate everyday challenges, build a unique practice culture, and foster a supportive organizational mindset that promotes long-term success.

Marketing Strategies for Referral-Based Growth

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Marketing Coordinator Mastery: Strategies for Referral-Based Growth is a comprehensive two-day workshop designed to equip marketing coordinators with the tools, strategies, and confidence needed to drive sustainable referral growth for specialty dental practices. This course blends proven dental marketing fundamentals with hands-on training inside Referral Lab, helping participants turn data into action, relationships into results, and marketing efforts into measurable ROI.

Across two immersive days, attendees will learn how to define and communicate their practice’s brand and clinical identity, build an effective marketing toolkit, strengthen online presence, and identify, rank, and strategically manage referral sources. The course places a strong emphasis on professional outreach, practice visits, study clubs, referral events, and community involvement—while teaching coordinators how to stay top of mind with referring providers through consistent, thoughtful engagement.

Day two shifts focus to advanced strategy and execution, including provider ranking, professional outreach cadence, marketing dashboards, trigger tasks, documentation, expense tracking, and reporting. Participants will gain hands-on experience using Referral Lab reports, scorecards, and templates to track performance, evaluate marketing effectiveness, and communicate results clearly to providers and leadership. By the end of the course, marketing coordinators will have a cohesive, data-driven marketing plan, a clear understanding of their referral ecosystem, and practical systems to work smarter—not harder—while building trust, standing out, and supporting long-term practice growth.