Free DOMA mini-course

Better Conversations. Better Case Acceptance.

A practical mini-course for dental office managers and front-office teams.

Every day, dental teams present recommended treatment, yet some patients leave without scheduling. The reason isn't always cost. It may be fear, timing, confusion, a past experience, or a question nobody thought to ask.

Better case acceptance begins before the treatment presentation. This course explores how to understand what matters to the patient, ask questions that uncover real concerns, discuss fees and scheduling clearly, and agree on appropriate next steps.

Five short videos from Kyle Summerford reinforce the skills, with a printable toolkit and team exercises to bring the lessons into everyday practice.

Learning objectives

  • Identify patient motivations, desired outcomes, and possible barriers.
  • Ask clarifying questions instead of assuming what an objection means.
  • Discuss scheduling and financial options clearly and respectfully.
  • Respond to common statements such as "I need to think about it."
  • Use team huddles and role-play to strengthen communication skills.

Six lessons, about 25 to 35 minutes

1Lesson 1: Before the Treatment Plan: Understand the PatientWritten lesson
2Lesson 2: From Understanding to SchedulingVideo + lesson
3Lesson 3: Talking About Money with ConfidenceVideo + lesson
4Lesson 4: Three Foundations of Case AcceptanceVideo + lesson
5Lesson 5: "I Need to Check with My Spouse"Video + lesson
6Lesson 6: "I Need to Think About It"Video + lesson
Free for dental office managers

Sign up to start the course

Enter your details and you’ll go straight to the course. The printable Conversation Toolkit is waiting at the end.