A step-by-step guide for your entire team on how to use the Session 02 resource page.
This guide walks your entire team through the Session 02 resources in the recommended order. The goal is familiarity, not mastery. You will build real competency by working with actual patients.
Use this page at your own pace. Everyone on your team should complete the survey and quiz individually to receive CE credit and certificates.
Start here. Watch the full video before reviewing any other materials.
The video establishes the clinical and conversational foundation for everything else on this page.
You do not need to take notes or pause to look things up. Just watch it through completely the first time.
Open the SOP document and read through it at a high level.
You are not expected to understand or memorize this right now.
The purpose is to get a sense of the overall structure so nothing feels unfamiliar when you encounter it with a real patient.
You will return to the SOP repeatedly as you gain hands-on experience. Each pass through it will make more sense.
Read the e-book in full. This is the most thorough explanation of the clinical and conversational content covered in this session.
The e-book is comprehensive. Not everything in it is mandatory to implement right away.
Read it as context and background, not as a checklist of requirements.
Familiarize yourself with the forms and tools you will actually use chairside. These include:
Know where these forms are and what they look like. You do not need to memorize every field today.
Look through the handouts, brochures, and education materials your patients will see.
These materials do the heavy lifting in patient conversations.
Understanding what is in them will help you answer questions naturally and set expectations confidently.
Study the chairside reference cards and suggested dialogue scripts.
You do not need to memorize these word for word.
Read them enough times that the language feels natural. Over time, you will develop your own version that fits your communication style.
Walk through each of the four workflows and the related flowcharts with your team.
These map the patient journey from first screening conversation through to scheduling.
The Screening Tally Worksheet is a simple tracking tool. Review it now so you are ready to start using it when your first patients are screened.
As a team, discuss the four workflows and decide which one you want to adopt first.
Once you have agreed, print it out and post it somewhere visible in your clinical space.
Having it in front of you during early patient interactions removes hesitation and keeps everyone aligned.
After completing steps 1 through 7, every team member should complete the survey and quiz individually.
Include all participants in the session. Each team member must be listed and must complete the quiz individually to be awarded CE credit and a certificate.
Each person who completes the quiz individually will be awarded CE credit and a certificate.
This applies to all five roles: Provider, RDA, RDH, Scheduler, and Treatment Coordinator.
Do not complete it as a group. Individual completion is required for CE credit.
Everything you just reviewed comes to life through actual patient interactions. Here is how to frame your expectations going forward.
You are going to work with real patients from the beginning. That is intentional.
You will not fully understand the SOP, the workflows, or the dialogue until you have used them. Competency is built through repetition with real cases, not through additional study.
The materials in this session are comprehensive. You will not implement everything at once.
As you gain experience, you will calibrate which steps to prioritize based on:
Start simple. Add complexity as your confidence and volume grow.
The protocols are designed to scale with you, not to overwhelm you on day one.
TDSS has provided you with a complete resource library. That does not mean you need to use all of it before seeing your first patient.
Use what you need, when you need it. Return to the deeper material as specific questions come up through your patient work.
If a patient is ready to schedule an appointment, schedule it. Do not delay that conversation to complete a referral packet first.
The referral packet is not a prerequisite to scheduling.
A patient in your chair is always the priority. Paperwork can follow.
When building a referral packet, your focus should be on two things:
The paperwork is a byproduct of that agreement. The conversation is what matters.
The referral packet process will feel unfamiliar at first. That is expected.
Each time you build one, the steps will feel more natural. By your fifth or sixth referral, it will be routine. Do not let the complexity of the first few discourage you.
Your first referral packet will take longer than your tenth. That is normal.
The process is designed to become faster and more automatic through repetition.
Work through each item at your own pace. Everyone on your team completes this individually to qualify for CE credit and a certificate.
Complete the Session Roster