The High Performing Dental Team

#176 Dentrix Case Acceptance tips and tricks


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📊 Struggling to get patients to say YES to treatment?
In this conversation, Dayna Johnson breaks down the concept of case acceptance and why it is one of the most critical metrics for a thriving dental practice. Learn how to manage unscheduled treatments, track acceptance accurately, and boost your overall case acceptance percentage to hit top-performing levels.
Dayna shares practical examples, actionable tips, and best practices to help your dental team engage patients, document treatment plans correctly, and measure success using the Dentrix Practice Advisor Report. Whether you’re aiming to hit the industry average or exceed 75% acceptance rates, this session gives you the tools to turn treatment plans into scheduled production.
Key Takeaways:
What case acceptance really means and how to define it in your practice
Why managing unscheduled treatments is key to improving acceptance rates
How to update treatment statuses in your practice management software
Why rejecting declined treatments helps maintain accurate reporting
Understanding industry benchmarks (42%–58%) vs. top performers (75%+)
Using the Dentrix Practice Advisor Report to measure progress
Tips for proactive patient engagement and treatment planning
Chapters:
00:00 Understanding Case Acceptance
08:29 Managing Treatment Plans Effectively
12:46 Analyzing Case Acceptance Metrics
đź”” Subscribe for more Dentrix training and practice growth strategies that help you boost production, improve team performance, and get patients saying YES.
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The High Performing Dental TeamBy Dayna Johnson

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