07/27/2026
Hey, Iâm Brooke Oliphant, founder of RiseUP Coaching. I work with orthodontic practices to elevate profitability by optimizing case acceptance and the new patient experienceâand I work closely with Treatment Coordinators every single day.
So, if youâre ready to increase case acceptance, your TC needs to:
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Stop presenting and start diagnosing.
The consultation should be built around the patient, not your presentation.
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Get âsoldâ before money is discussed.
If the patient isnât emotionally connected to the solution, financing wonât fix the problem.
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Ask better questionsâand actually use the answers.
Great questions uncover motivation, hesitation, priorities, timing, and what will ultimately drive the decision.
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Lead the financial conversation with confidence.
Affordability should feel simple and flexible, not like a negotiation or an apology.
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Stop negotiating with yourself.
Donât discount, over-explain, or start solving objections the patient hasnât even given you.
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Know the difference between an objection and a condition.
âI need to talk to my spouse,â âI want to think about it,â and âthat payment is too highâ require very different leadership.
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Assume the start.
Confidence changes the language, energy, and direction of the entire consultation.
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Treat pending like an active sales opportunity.
A follow-up email saying, âJust checking in to see if you have any questionsâ is not a conversion strategy.
None of these require your TC to become pushy, scripted, or someone theyâre not.
They require better strategy, stronger sales confidence, and a new patient experience intentionally designed to help people make decisions.
Thatâs what we do at RiseUP.
If youâre reading this thinking, đ¤ âYep, we have some work to do!â ⌠We should talk. Send me a DM and letâs jump on a quick call.