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.

SWOT360 Mastermind workshop

Mastermind

Referral Lab's SWOT360 Mastermind

Two-day immersive event · April 2 & 3, 2027

SWOT analyses, 360-degree feedback, and collaborative practice growth. Doctors and team members work through real challenges together.

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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.

Scheduling workshop

Scheduling

Mastering Specialized Dental Practice Scheduling

April 23 & 24, 2027

Essential strategies to streamline appointment management, boost productivity, and overcome common scheduling hurdles.

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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.

Treatment coordination workshop

Treatment Coordination

Advanced Strategies in Treatment Coordination

2027 dates coming soon

Practical strategies to boost patient conversion and acceptance rates, manage implant cases, and enhance overall practice productivity.

Elevate your dental practice with Advanced Strategies in Treatment Coordination, 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.

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.

Marketing coordinator workshop

Marketing

Marketing Strategies for Referral-Based Growth

May 14 & 15, 2027

Equip marketing coordinators with tools, strategies, and confidence to drive sustainable referral growth for specialty dental practices.

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Led by Christina Schultz, Director of Provider Strategy & Relations at Premier Periodontics, this comprehensive two-day workshop is 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.

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.

Focused on You

Benefits of our workshops

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.

Revolutionized Communication

Transform how your team collaborates on referrals, case coordination, and provider relationships.

Enhanced Patient Care

Improve the patient experience from first referral through treatment completion with proven workflows.

Streamlined Referral Mastery

Master the referral process end-to-end with systems that track, measure, and optimize every relationship.

Customizable Insights

Leave with tailored reports and frameworks built around your practice's actual data and goals.

Transformative Marketing

Turn your marketing from guesswork into a data-driven engine that builds and protects referral relationships.

Exceptional Support & Training

Ongoing access to the Learning Laboratory and dedicated support to keep your team sharp long after the workshop ends.

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Ready to elevate your practice?

Contact us for the latest workshop schedule, or book a call to discuss bringing training to your team directly.