Coordinate complex implant, orthodontic and cosmetic cases end to end
Present phased and multi-option plans with clear costs and sequencing
Structure deposits, staged payments and finance for large treatment plans
Build an enquiry pipeline with follow-up automation and KPIs
Manage referrals, labs and multi-clinician timelines
Coach junior TCOs and reception on conversion conversations
Design a patient-experience programme that drives reviews and referrals
Who is this course for?
Experienced TCOs
Practice managers
Private-practice leads
Course curriculum
9 modules40 lessons28h total28 CPD hrs on certificate
01Consultation psychologyDecision-making, trust and the anxiety behind hesitation.
Decision-making, trust and the anxiety behind hesitation.
02Implant journeysFrom assessment to restoration: timelines, costs and expectations.
From assessment to restoration: timelines, costs and expectations.
03Orthodontic & aligner journeysConsultations, monitoring visits and retention conversations.
Consultations, monitoring visits and retention conversations.
04Cosmetic & full-mouth casesSmile design consultations, mock-ups and phased plans.
Smile design consultations, mock-ups and phased plans.
05Finance structuringStaged payments, regulated finance, affordability and documentation.
Staged payments, regulated finance, affordability and documentation.
06Pipeline, KPIs & automationEnquiry tracking, conversion analysis and follow-up systems.
Enquiry tracking, conversion analysis and follow-up systems.
07Referrals, labs & coordinationMulti-clinician cases, lab tickets and communication plans.
Multi-clinician cases, lab tickets and communication plans.
08Leading the TCO functionMentoring, scripts, training and reporting to the owners.
Mentoring, scripts, training and reporting to the owners.
09Reflective portfolio & certificatePortfolio submission and certificate.
Portfolio submission and certificate.
About this course
Built for working TCOs who want to lead complex, high-value cases, this Level 3 programme goes deep into consultation psychology, multi-option planning, phased treatment, finance structuring and long-term patient relationships.
You will study the implant, orthodontic, cosmetic and full-mouth rehabilitation journeys in detail, learn to co-ordinate multi-clinician and referral cases, design an enquiry-to-treatment pipeline with KPIs, and mentor junior coordinators.
Concludes with a reflective portfolio and 28-hour verifiable CPD certificate.
Issued the moment you complete the final module. Every certificate lists the course aims and objectives, anticipated learning outcomes, the quality-assurance process and 28 CPD hrs — the elements the GDC requires for verifiable CPD. Non-registrants can use it as CQC training evidence and for appraisals.
GDC development outcomesAEffective communication with patients, the dental team and othersBEffective management of self and working with others in the dental teamCMaintenance and development of knowledge and skill within your field of practiceDMaintenance of skills, behaviours and attitudes which maintain patient confidence
Learner reviews
4.8
Based on 52 learner reviews · 3 shown
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41
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Hannah FletcherTreatment Coordinator, London · Aug 2026
I was nervous about the "sales" side of the TCO role. This course showed me how to be patient-first and ethical while still helping people say yes to treatment they need.
SB
Sophie BennettDental Receptionist, Leeds · May 2026
Great grounding for a new TCO. The follow-up templates and tracking sheets were immediately useful.
LM
Lucy MorganReception Team Lead, Glasgow · May 2026
Our implant case acceptance improved noticeably after I applied the consultation structure. The finance module was clear on what we can and can't say.
Common questions
When can I start?
Immediately. Access opens the moment your order is confirmed and you can learn from any device, in any order, as many times as you like.
How is the course assessed?
A short multiple-choice or scenario-based assessment at the end of the course with instant results. You can retake it as many times as you need at no extra cost.
Can I enrol my whole team?
Yes. Practices can buy multiple places on one invoice and receive a training matrix for CQC evidence. Contact us for team pricing.
