Treatment Planning & Case Presentation Workshop

Ultimate Occlusion 3

Treatment Planning & Case Presentation

Ready to learn how to incorporate case and fee presentation that gets the YES to comprehensive treatment? In this two-day, hands-on course, you will learn a predictable system for treatment planning even the most complicated case.

More than 50% hands-on with no prerequisite required!

Credits: 16
Price: $3695 per doctor

Upcoming Courses


Mastery Campus

1701 John McCain Road
Colleyville, TX 76034
Please Note: You will be responsible for transportation to and from the Mastery Campus for the course.

Westin Southlake

1200 E State Hwy 114
Southlake, TX 76092

Westin Southlake is located 7 miles from Dallas Airport (DFW).

Click Here for CMS room block $199/night

Hotel Vin, Autograph Collection

215 E Dallas Rd
Grapevine, TX 76051

Hotel Vin is located 3.5 miles from Dallas Airport (DFW).

CMS does not have a room block. To make a reservation, please call (201)-836-0600 or visit website Hotel Vin, Autograph Collection

Delta Hotels by Marriott

251 E State Hwy 114
Southlake, TX 76092

Delta Hotels by Marriott is located 8 miles from Dallas Airport (DFW).

CMS does not have a room block. To make a reservation, please call (817) 796-8100 or visit website Delta Hotels by Marriott




Registration & breakfast begins at 7:40AM and lunch is also included both days.

Please join us for a welcome cocktail reception immediately following the course on Friday.

What To Bring
  • Tablet, laptop, or device with downloaded digital manual. A link to the manual will be emailed 30 days prior to the course

  • Dress in business casual attire. Be sure to dress in layers for comfort. Don’t forget your super soft, Next Level Rock the Drill Tshirt for Saturday!

  • If you have a case to plan and discuss, bring mounted models with CR bite, facebow, photos and xrays. Alternatively, you can ship those cases directly to the Campus 1 day prior to course. Mastery Campus Attention: UO3 Records 1701 John McCain Rd, Colleyville, TX 76034


Treatment Planning & Case Presentation

This course helps you learn how to treatment plan any patient who walks in the door. You’ll find out how to communicate better with patients and perform an effective patient interview to understand what your visitors really want. We’ll help you create a step-by-step process to form a comprehensive treatment plan that allows you to stage cases and get more work.

The greatest challenge as a general dentist is developing a plan for your patients that fits their goals and budgets without missing opportunities. Treatment options can be overwhelming, and finding how to formulate and present options may seem confusing. From routine to complex cases, this course simulates the process with a predictable “how-to” system of taking a case from diagnostics to presentation.

Achieve confidence in your treatment decisions while collaborating with masters in practical, restorative dentistry. This hands-on experience allows you to learn strategies for effective case treatment planning on various restorative cases. With more than eight cases, you’ll learn a predictable system for treatment planning and case presentation for even the most complicated situations. Examples include full mouth rehabilitation, aesthetically driven cases, complex reconstruction, and severe wear.

Course Outcome

This isn’t your dental school treatment planning seminar; this is planning and execution!

  • Discover a system for treatment planning every case while saving time and creating more possibilities
  • Necessary laboratory records required for complex treatment planning
  • Aesthetic smile design
  • Changing vertical dimension
  • Managing arch length discrepancies
  • Anterior implant considerations
  • Enhanced laboratory communication
  • Staging a complex case at an increased vertical dimension
  • Learn how to execute the perfect new patient interview
  • CDT coding of aesthetic reconstruction from diagnostics to case finishing
  • Case presentation and how to get patients to say yes
  • Understand patient motivation for accepting treatment and what “language” to speak
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Can't attend in person? We offer our courses online too.