< Dental Team Training | Fix Collections, Reduce AR & Get Paid | Bri Richardson

Dental Team Training · Nationwide · In-Person & Virtual

Stop Losing Revenue to
Untrained Front Office Teams

Most dental practices aren't collecting what they've earned — not because the team isn't working hard, but because they were never trained on the systems that get claims paid, denials appealed, and patients collected from. The Paid in 30 Days system fixes that — with interactive, engaging training built around real retention, not just real-time note-taking.

42%
Increase in collections ratio in under 2 months
87%
Increase in collections in 90 days
$340K
Reduction in insurance aging in one year
$121K
Reduction in AR in 90 days

Results depend on implementation. These are real outcomes from real practices that put the system to work.


Your Practice Is Producing. Your Cash Flow Isn't Keeping Up.

Dental insurance is overwhelming. AR creeps up. Patients get surprise balances. Claims get denied. Your front desk is stretched thin. None of that is a team problem — it's a training problem. And training problems can be fixed.

  • AR is climbing and you don't know how to stop it
  • Copay estimates are wrong and patients are getting surprise balances
  • Claims are getting denied and nobody knows why
  • Your team feels uncomfortable talking to patients about money
  • Out-of-network questions are being answered wrong — or not at all
  • Collections ratio is falling behind production
  • Outstanding claims sit unpaid for months with no follow-up system
  • Insurance appeals are being written incorrectly or not submitted at all

Find the Right Fit for Your Team

From a single focused Zoom session to a fully customized 90-day engagement, every training is built around your practice — not a script. Expect role-playing, exercises, games, and real-time practice your team will actually remember. In-person engagements include prizes, team-building energy, and zero boring slide decks. CE credits included in all formats.

Most Comprehensive

Private Training Engagement

30-day or 90-day · On-site or Virtual · CE Credits Included

A fully customized dental team training experience built around your practice. Topics are selected after a discovery call and delivered on-site at your office or virtually — with ongoing support built in throughout the engagement.

What's Included

  • 1 full day on-site training or virtual sessions
  • CE credits
  • Custom training manual built for your practice
  • Custom collection protocol
  • Dental Insurance SOS — unlimited text/email support for 30 or 90 days
  • Follow-up coaching calls to review goals, KPIs, and next steps
  • KPI & goal tracking

Virtual Mini Sessions

Single Topic · 60–90 Minutes on Zoom · CE Credits Included

One focused topic, one Zoom session. Great for teams that need a targeted boost in a specific area, or want to experience working with Bri before committing to a full engagement.

What's Included

  • 60–90 minute live Zoom session
  • CE credits
  • Focused deep-dive on your chosen topic
  • Q&A time built into every session

What Dental Team Training Covers

These topics are available as standalone virtual mini sessions or covered in depth as part of a private training engagement. Every session is interactive and designed for real retention — some include hands-on activities and role-playing, all of them are engaging. Each one is taught by Bri Richardson, CDA, who has done this work inside dental practices for over a decade.

01

The Money Mindset

Why dentistry costs what it costs — and how to stop letting insurance lead the conversation. This shift changes how your whole team talks about money with patients.

02

Insurance Breakdowns & Verification

A repeatable system for pulling benefits accurately every time — and understanding exactly what you're looking at when you get them.

03

Estimating Copays — No More Guessing

Use your practice management software to do the math, screen for restrictions that cause denials, and present accurate estimates to patients with confidence.

04

Submitting Clean Claims

Attach proper documentation, build clinical notes that serve as the narrative, and embed every data point the insurance company needs to pay without asking for more.

05

Insurance Appeals

How to write and submit an appeal that actually gets paid — with the clinical language, documentation, and structure to back it up.

06

Treatment Planning & Money Conversations

How to present treatment, offer financing options, and collect on or before the date of diagnosis — without sacrificing the patient relationship.

07

Out-of-Network Practice

What it really means to operate out-of-network and how to answer "do you take my insurance?" in a way that converts callers into patients — without apology.

08

Outstanding Claims & Insurance Aging

How to work your aging report, follow up on stuck claims, and stop letting money you've already earned sit uncollected in the AR column.

09

Rock-Solid Collection Protocol

Build a collection protocol that works for your practice — clear guidelines, assigned tasks, and built-in accountability so nothing falls through the cracks.

10

KPIs & Collections Ratio

Learn to read your numbers, spot where money is getting stuck, and calculate your collections ratio — so you can fix the root cause, not just the symptom.

11

Patient Billing & AR Management

How to manage the patient side of AR — sending statements that get paid, knowing when and how to escalate, understanding the difference between patient balance and insurance balance, and keeping patient AR from quietly growing into a write-off problem.

12

Phone Skills & Tough Patient Conversations

How to make a collection call without dreading it, what to say when a patient gets hit with an unexpected claim denial, and how to handle the high-stress money conversations that leave teams burned out and doctors losing revenue. Scripts, language, and confidence — built in.


"In my three decades of dental management consulting, I interacted with thousands of dental team members. About a dozen of them impressed me as much as Bri Richardson. Over the course of two years, I observed an energetic, articulate dental auxiliary who was like a 'sponge in a fountain' — soaking up ways to communicate more effectively, develop systems of follow up, and learn to be an outstanding treatment coordinator. A huge part of that was understanding everything pertaining to patients' benefit plans. Today, over a decade later, I'm blown away with her leadership skills in the ever-changing insurance puzzle. It's her passion to not only clear up insurance debris piles but to work with dental teams to avoid any backlog in verification, filing, processing, and follow up."
— Linda Miles, Dental Management Consultant · 30+ Years in Dental Consulting

Questions About Dental Team Training

Answers to the questions dental practice owners ask most when evaluating training programs for their teams.

What is dental team training?

Dental team training is highly engaging, interactive education — delivered virtually or in person — that goes far beyond a standard lecture. Sessions include role-playing, real-world exercises, games, and hands-on activities that give your team a chance to practice the system in real time. Because active learning sticks longer than passive listening, your team leaves ready to actually use what they learned. In-person training also includes prizes and genuine team-building energy. This is not the dry insurance training your team has been dreading — it is practical, effective, and teams actually enjoy it.

How does dental team training improve collections?

Dental team training improves collections by closing the gaps that cause money to slip through: unsubmitted claims, incorrect copay estimates, unanswered denials, and front office teams who avoid financial conversations because they don't know what to say. Practices that implement structured billing and collections training typically see collections ratios increase within 60–90 days.

Is dental team training available virtually?

Yes. All training is available both virtually via Zoom and on-site at your practice, nationwide. Virtual mini sessions cover single focused topics in 60–90 minutes. Private training engagements are available as 30-day or 90-day programs, on-site or virtual.

Does dental team training include CE credits?

Yes. All dental team training through Elevate My Practice — both virtual mini sessions and private training engagements — includes CE credits.

How long does dental team training take?

A single-topic virtual mini session runs 60–90 minutes. A full private training engagement runs 30 or 90 days and includes a full training day, a custom manual, a collection protocol, and ongoing coaching support throughout.

Why is my dental practice producing but not collecting?

A practice that is producing but not collecting usually has one or more of these problems: claims being denied because of missing documentation, copay estimates that are wrong and creating patient billing confusion, insurance aging that nobody is working, no formal collection protocol, or a team that is uncomfortable having financial conversations with patients. These are training and systems problems — and they are fixable. Most practices that go through the Paid in 30 Days system start seeing their collections ratio improve within 60–90 days.

How do I reduce dental accounts receivable?

Reducing dental accounts receivable starts with working the insurance aging report consistently, submitting clean claims the first time, following up on unpaid claims before they age past 90 days, writing appeals for denied claims, and having a clear patient collection protocol. Most practices with high AR have a team training gap — once the team knows exactly what to do and when, AR starts coming down. One practice reduced their insurance aging by $340,000 in a single year after implementing this system.

What results can I expect from dental team training?

Practices implementing the Paid in 30 Days system have seen a 42% increase in collections ratio in under two months, an 87% increase in collections in 90 days, a $340,000 reduction in insurance aging in one year, and a $121,000 reduction in AR in 90 days. Results depend on implementation and team commitment.

Who is Bri Richardson?

Bri Richardson is a Certified Dental Assistant (CDA), founder of Elevate My Practice, and creator of the Paid in 30 Days dental training system. She spent 4 years as a dental assistant and 8 years as a business assistant inside dental practices before opening her training company full time — so she has done the job, not just studied it. She is a 2024 Nifty Award winner, a contributing author to DentistryIQ, Dental Crown Magazine, and Dental Compliance Center, and a CE-approved speaker for conferences and study clubs nationwide.