Practice Management Weekend Workshop
An interactive, in-person workshop to sharpen your management and communication skills in a DSM practice.
About
The AADSM Practice Management Weekend Workshop is an immersive, in-person experience designed to elevate your DSM practice. This workshop emphasizes practical strategies to improve communication, optimize workflows, attract patients, and implement actionable tips that lead to a thriving and efficient DSM practice. Led by top industry experts, the program offers a collaborative environment where dentists and their teams can engage in lectures, roundtable discussions, demos, marketing strategies, and Q&A sessions – fostering a deeper understanding of effective practice management.
All attendees will complete a proven, market-tested behavioral assessment and receive a 20+ page report with insights to help you understand your behavioral style and how to maximize your potential.
Highlights
Practical guidance for streamlining your DSM workflow from consultation to billing.
Real-world strategies to grow referrals, increase patient volume, and improve efficiency.
Expert-led sessions covering team roles, scheduling, and documentation.
Actionable takeaways you can apply immediately to strengthen your practice operations.
Planning to attend the in-person Weekend Workshop? Start with the On Demand course, then save 25% on your Weekend Workshop registration using code: On-Demand25 when you sign up. This discount is available exclusively to those who register for both programs – be sure to register for the On Demand course first to unlock this saving!
Dentists and clinical and administrative team members in general and specialized dental practices with an interest in screening for or treating patients with sleep-related breathing disorders.
While not required, it is strongly encouraged that dentists complete the AADSM Mastery Program and team members complete the DSM Team Training Program prior to registering for Practice Management On Demand.
Upon completion of the workshop, you will be able to:
- Define the roles and responsibilities of each team member to support efficient DSM operations.
- Integrate DSM into your existing dental software.
- Navigate medical billing and reimbursement with confidence.
- Ask real-time questions and get expert answers.
| Saturday, November 15 | ||
| 7:45 AM – 8:00 AM | Welcome and Announcements | |
| 8:00 AM – 10:00 AM |
Lesley Boucher |
Using Social Styles to Maximize Communication This session will explore the differences in behavior, personalities, social styles and motivators and explain how a heightened awareness of behavioral differences can enhance communication skills with referring providers, patients and team members. |
| 10:15 AM – 11:15 AM |
Machell Hoover, RDH |
Leading Coordinated Team Screening and Referral Frustrated with patients who refuse to seek a diagnosis for obstructive sleep apnea? Stressing the dentist’s role as team leader and the involvement of all office personnel, this session will provide suggestions, scripts, and an office protocol to support patients in their journey to diagnosis. |
| 11:15 AM – 12:15 PM |
Eric Block, DDS |
Scripting Difficult Conversations This session will explore several challenging conversations typically encountered in DSM practices. The takeaways from this session will prepare dentists and their team members to tackle the tough conversation whether it is an unsatisfied patient, introducing yourself to a potential referring provider, presenting case fees, or having a peer-to-peer discussion for an insurance claim. |
| 1:15 PM – 3:15 PM |
Andre Shirdan and Dayna Johnson |
Harnessing Dental Software for Medical Recordkeeping During this session, experts proficient in training dental offices to maximize dental software capabilities will demonstrate how DSM health histories, sleep questionnaires, SOAP notes and checklists can be incorporated into dental software and how dental software can be used to manage patient follow up. |
| 3:30 PM – 4:30 PM |
Briana Turlington |
Medical Insurance Policy Research and Submission This session will explain how to find a medical policy and read it for critical submission requirements and guidelines; determine remaining deductibles, out of pocket expectations, and prior authorization requirements; and enter codes and modifiers using medical claims forms. Then, participants will be led through how to incorporate these details into a mock financial discussion. |
| 4:30 PM – 5:30 PM | Briana Turlington and Medicare Reps (virtual) | Medical Reimbursement Q & A |
| Sunday, November 16 | ||
| 8:00 AM – 9:00 AM |
Zach Hoard, JD |
DSM Business Models and Practice Transitions, HIPAA and Cybersecurity This session will explore a variety of topics important for any DSM practice including options for legally structuring your DSM practice, practice transition models, dental board oversite on telehealth, HIPAA standards, and cybersecurity risk. |
| 9:00 AM – 10:00 AM | Angela Davis-Sullivan | Maximizing Financial Solvency in DSM This session will focus on how dentists and team members can influence their practice’s financial solvency. Strategies for maximizing DSM production, increasing efficiency and making technology investment decisions will be explored. |
| 10:15 AM – 11:15 AM | Eric Block, DDS | Understanding Industry Trends in Social Media and Marketing The session will focus on simple, implementable tools to market your DSM practice using an interactive website design with a call to action, reviews and video testimonials, and social media platforms. The session will review how to gauge your marketing efforts to ensure an appropriate ROI. |
| 11:15 AM – 12:15 PM | Lindsey Deol, DDS | Attracting and Maintaining Referral Sources This session will outline a planned approach to physician outreach, including the critical conversations that must occur. |
Location
American College of Surgeons Headquarters
633 North Saint Clair Street, Chicago, IL
Join us at the top floor of the American College of Surgeons Headquarters, where you can enjoy breathtaking views of the Chicago skyline.
Hotel Information
A block of rooms has been reserved at the following hotel, which is connected to the American College of Surgeons’ building.
Hyatt Centric Chicago Magnificent Mile
633 North Saint Clair Street
Chicago, IL 60611
Discounted Rate: $229 until October 17 or sooner if the room block sells out
Check-in time: 3:00 PM
Check-out time: 12:00 PM
Or to make hotel reservations by phone call 877-803-7534 and use reference code NVST
| AADSM Member | $1,000 |
| AADSM DSM Team Member | $500 |
| AADSM Federal Service Member | $250 |
| Nonmember | $1,500 |
Not a member?
To qualify for the member rate, individual team members must be members of the AADSM. Not a member? Join today and save on your Practice Management Program registration. After registering, you will receive an email with instructions on how to access this on-demand learning through the AADSM Online Learning Center.
Grow Your DSM Practice - Join Now
For assistance, contact info@aadsm.org
The Practice Management Weekend Workshop will be conducted as a live, in-person educational activity. The meeting will be comprised of lectures, and roundtable discussions and question and answer sessions.
The AADSM is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
The AADSM designates the Practice Management Weekend Workshop for a total of 12 live, in-person continuing education credits.
Cancelation Policy
The AADSM reserves the right to cancel a course and provide a full refund should conditions warrant. The refund will only include the cost of registration for the course. A $50 administrative fee will be withheld on cancelations postmarked on or prior to October 24, 2025 for the Practice Management Weekend Workshop.
To cancel a registration, written notification must be submitted to the AADSM at rprince@aadsm.org October 24. After October 24, no refunds will be available. Refunds are not provided to those who do not attend the course.
Refunds will not be applied to the original payment source (i.e., credit card). Any refunds processed by the AADSM will be paid by check to individuals in the US (or e-payment to individuals who chose to set up an account in Bill.com) and by wire transfer to individuals outside of the US.
Endorsement
Any opinion expressed or communicated regarding any product, device or appliance during an AADSM educational program is solely the opinion of the individual(s) expressing or communicating that opinion, and not that of the AADSM.
The AADSM does not endorse or recommend any products or services. The AADSM does not review, investigate, or otherwise approve the quality, type, message, nature, or value of any product or service discussed in the course and assumes no liability of any kind for any verbal or written information provided by speakers or attendees. We encourage you to conduct your own independent research to verify and investigate any company prior to purchasing its products or services. Please consult your own professional legal, financial and medical advisors for advice concerning any products or services discussed.
As a result, AADSM disclaims any warranty or guarantee about the performance of any recommended product, device or service. AADSM provides a forum for the discussion of best practices in the field, but participants agree by attendance at AADSM events that AADSM has no liability or responsibility for any clinical or other outcomes from the matters discussed at their meetings.
The AADSM cautions participants about the potential risks of using limited knowledge when incorporating techniques and procedures into practice when they have not had supervised clinical experience or demonstrated competency.
COVID-19 and Mitigation of Infectious Illness
If a participant is not feeling well, they are encouraged to seek appropriate medical assistance and not attend a public meeting. Specifically, COVID-19 is an endemic virus, and participants are expected to follow all local, state and federal regulations concerning mitigation of the COVID-19 virus or other illnesses where public health authorities have provided advisories regarding public meetings. AADSM supports participants, staff, guests and vendors who voluntarily choose to use masks to reduce their risk of exposure to COVID-19 and other illnesses. Participants should respect the personal boundaries that others may have due to their desire to mitigate the risk COVID-19 and other infectious illnesses. AADSM assumes no liability for illness caused by COVID-19 or other illnesses. Meeting participants assume the risk of attending public meetings and should exercise precautions appropriate to their circumstances.
AADSM Code of Conduct
Please click here to review the AADSM’s official guidelines and requirements for behavior in an AADSM meeting. All course participants must observe all standards at all times. Violations of this code are taken seriously and may result in action including, but not limited, to limiting the ability to participate in the Practice Management Program.
Confirmation and Registration Disclaimer
An email confirmation will be sent after online registration is completed.
Photography/ Recording Policy
Photography and/or recording of any kind (other than by the AADSM) of sessions and/or speakers is strictly prohibited.
Register for Practice Management on Demand and save 25% on Weekend Workshop with code: On-Demand25
About Practice Management On Demand
Questions? Contact info@aadsm.org.