TOPIC: Mastering Case Acceptance: Transform Your Conversations, Transform Your Practice

SPEAKERS: Rachel Marks, Mila Givens

2 CE Units (20%)

Case acceptance isn’t just about presenting treatment—it’s about creating meaningful conversations that inspire patients to move forward with care. When done well, it leads to higher production, stronger patient relationships, and a more fulfilling practice.

In this 90-minute session, attendees will learn elegant enrollment and communication tools designed to elevate case acceptance with ease and confidence. You’ll discover how to guide patients toward “yes” in a way that feels natural, authentic, and aligned with their values.

This course will also introduce innovative ways to integrate remote front office solutions that enhance scheduling, follow-ups, and financial discussions—ensuring your practice operates seamlessly from consultation to case completion.

Learning Objectives:

• The Mindset of Case Acceptance – Shift from “selling” to “enrolling” by creating a patient experience that builds trust and emotional connection.

• Elegant Communication Tools – Learn how to use powerful yet natural language patterns, tone, and body language to inspire confidence in your treatment recommendations.

• Mastering the Art of Enrollment – Guide patients through decision-making by understanding their true motivations and addressing concerns with clarity and ease

• A Seamless Team Approach – Align your front office, assistants, hygienists, and doctors in a refined case presentation process that improves acceptance rates and patient satisfaction.

• Technology & Virtual Support – Explore how remote front office solutions, like Swiss Monkey, can streamline scheduling, financial discussions, and patient follow-ups to support effortless case acceptance.

• Is Your Practice Ready to Elevate Case Acceptance?

• This session goes beyond techniques—it’s about transforming the way you and your team communicate, creating a patient experience that naturally leads to case enrollment. If you’re ready to strengthen patient relationships, increase production, and cultivate a thriving practice, don’t miss this opportunity!

Seats are limited—enroll today and take the next step toward a more elegant, patient-centered practice!

SPEAKER BIOS

Rachel Marks has been with Swiss Monkey since 2017, leveraging her 25 years of dental industry experience to help it become one of the most influential resources available to dental practices in healthcare today.

At Swiss Monkey, she collaborates with a talented team to develop solutions that provide dental practices with fractional front desk labor and virtual teams that complement onsite talent. This approach has helped hundreds of practices increase revenue while enhancing patient care experiences.

Rachel contributes to Swiss Monkey's mission of creating operational frameworks that maximize efficiency without sacrificing quality. Her goal is always to help practices access exceptional talent near and far, regardless of boundaries or perceived limitations.

Mila Givens is a compassionate, knowledgeable, and innovative Dental Executive Coach and managing director of Fortune of San Mateo and Santa Clara Counties. Fortune is a practice management organization committed to the empowerment of Dental Entrepreneurs nationally. With over three decades of dental business leadership, she coaches teams to communicate with patients eloquently and authentically by adopting tools of influence grounded in compassion, clarity, and confidence. As an executive coach, Mila works closely with doctors and their teams to cultivate a leadership mindset—enhancing collaboration, accountability, and purpose-driven care. Her focus on strategic communication and operational excellence drives both patient trust and sustainable practice growth.

SPONSORS