---
title: "Level 4: Optimizing Treatment Plan Presentations"
description: Welcome to the TeamCare 5-Day Onboarding Plan!
image: https://academy.teamcaredental.com/hubfs/Onboarding%20Home%20Base%20Page/Level%204.png
---

[Skip to the main content.](https://academy.teamcaredental.com/help-center/level-4-onboarding#main-content)

[![PNG for Web (600 × 300 px) (2)](https://academy.teamcaredental.com/hubfs/PNG%20for%20Web%20(600%20%C3%97%20300%20px)%20(2).svg "PNG for Web (600 × 300 px) (2)")](https://www.teamcaredental.com/)

[![PNG for Web (600 × 300 px) (2)](https://academy.teamcaredental.com/hubfs/PNG%20for%20Web%20(600%20%C3%97%20300%20px)%20(2).svg "PNG for Web (600 × 300 px) (2)")](https://www.teamcaredental.com/)

Toggle Menu

Toggle Menu

- Example Link
- Example Link
- Example Link

[*Facebook*](https://academy.teamcaredental.com/help-center/level-4-onboarding#0) [*Instagram*](https://academy.teamcaredental.com/help-center/level-4-onboarding#0) [*LinkedIn*](https://academy.teamcaredental.com/help-center/level-4-onboarding#0) [*Twitter*](https://academy.teamcaredental.com/help-center/level-4-onboarding#0) [*Youtube*](https://academy.teamcaredental.com/help-center/level-4-onboarding#0) [*Medium*](https://academy.teamcaredental.com/help-center/level-4-onboarding#0)

# Level 4: Optimizing Treatment Plan Presentations

[![Picture of Colin Ambler](https://academy.teamcaredental.com/hubfs/Headshots/Colin%20Headshot.jpeg) Colin Ambler](https://academy.teamcaredental.com/help-center/author/colin-a)  Sep 12, 2023 10:02:06 AM

[Onboarding - Level 4](https://academy.teamcaredental.com/help-center/tag/onboarding-level-4)

![Level 4: Optimizing Treatment Plan Presentations](https://academy.teamcaredental.com/hubfs/Onboarding%20Home%20Base%20Page/Level%204.png)

## Level 4

### TXP Strategy and Daily Reporting 

#### Optimizing Treatment Plan Presentations

Familiarize clients with TeamCare's Treatment Plan features, guiding them on how to present both same-day and deferred treatment plans to maintain acceptance rates.

(video)

#### Tasks

1. Review at least three deferred treatment plans to understand common reasons for deferment.
2. Practice presenting a same-day treatment plan with information from the TeamCare platform
3. Use TeamCare insights to identify trends in treatment plan acceptances and deferments.

 

[GO TO LEVEL 5](https://academy.teamcaredental.com/help-center/level-5-onboarding)

[GO BACK TO LEVEL 3](https://academy.teamcaredental.com/help-center/level-3-onboarding)

### View Other Topics

- [Getting Started (10)](https://academy.teamcaredental.com/help-center/tag/getting-started)
- [General (7)](https://academy.teamcaredental.com/help-center/tag/general)
- [Retention and Reactivation (7)](https://academy.teamcaredental.com/help-center/tag/retention-and-reactivation)
- [Case Presentation & Acceptance (4)](https://academy.teamcaredental.com/help-center/tag/case-presentation-acceptance)
- [FAQ (3)](https://academy.teamcaredental.com/help-center/tag/faq)
- [Goals & Incentives (3)](https://academy.teamcaredental.com/help-center/tag/goals-incentives)
- [Oriented by Role (3)](https://academy.teamcaredental.com/help-center/tag/oriented-by-role)
- [Preappointment (3)](https://academy.teamcaredental.com/help-center/tag/preappointment)
- [Case Tracking (2)](https://academy.teamcaredental.com/help-center/tag/case-tracking)
- [HR & Managing Stuff (2)](https://academy.teamcaredental.com/help-center/tag/hr-managing-stuff)
- [Reactivation (2)](https://academy.teamcaredental.com/help-center/tag/reactivation)
- [Creating & Managing Treatment Plans (1)](https://academy.teamcaredental.com/help-center/tag/creating-managing-treatment-plans)
- [Incentives (1)](https://academy.teamcaredental.com/help-center/tag/incentives)
- [Lab Cases (1)](https://academy.teamcaredental.com/help-center/tag/lab-cases)
- [Onboarding - Level 1 (1)](https://academy.teamcaredental.com/help-center/tag/onboarding-level-1)
- [Onboarding - Level 2 (1)](https://academy.teamcaredental.com/help-center/tag/onboarding-level-2)
- [Onboarding - Level 3 (1)](https://academy.teamcaredental.com/help-center/tag/onboarding-level-3)
- [Onboarding - Level 4 (1)](https://academy.teamcaredental.com/help-center/tag/onboarding-level-4)
- [Onboarding - Level 5 (1)](https://academy.teamcaredental.com/help-center/tag/onboarding-level-5)
- [Payroll & Calculators (1)](https://academy.teamcaredental.com/help-center/tag/payroll-calculators)
- [Practice Data Setup (1)](https://academy.teamcaredental.com/help-center/tag/practice-data-setup)
- [Types of Case Trackings (1)](https://academy.teamcaredental.com/help-center/tag/types-of-case-trackings)

[![PNG for Web (600 × 300 px)](https://academy.teamcaredental.com/hubfs/PNG%20for%20Web%20(600%20%C3%97%20300%20px).svg)](https://www.teamcaredental.com/)

- [Terms and Conditions](https://www.teamcaredental.com/privacy)
- [Built by Wild Rover](https://www.wildrover.co/)

© 2026 TeamCare Dental, LLC

*Return to Top*

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Colin Ambler",
    "url" : "https://academy.teamcaredental.com/help-center/author/colin-a"
  },
  "dateModified" : "2023-09-12T19:10:12.024Z",
  "datePublished" : "2023-09-12T14:02:06.000Z",
  "headline" : "Level 4: Optimizing Treatment Plan Presentations",
  "image" : [ "https://academy.teamcaredental.com/hubfs/Onboarding%20Home%20Base%20Page/Level%204.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://academy.teamcaredental.com/help-center/level-4-onboarding",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://academy.teamcaredental.com/hubfs/630621a5f0c043c86d2570c3_TeamCare%20Logo-p-500%20(1).png"
    },
    "name" : "TeamCare Dental"
  }
}
```