ASANA PRODUCTS
Orthodontic Competency Pathways
Implementation with Christine Sadler: In a remote consulting session, Christine walks your team through the pathway, sets it up in Asana, and trains your manager to run it. The session takes about two hours, and you finish with a working system, not a binder on a shelf.
Orthodontic Clinical Assistant Competency Pathway
Turn your best TC habits into a repeatable standard, and give every coordinator a clear path to grow.
The Treatment Coordinator Competency Pathway is a five-level career ladder that defines what a great TC knows and does at each stage, from a new trainee learning the exam flow to a Master TC who sets annual targets and develops the team.
Every level includes reference guides, knowledge assessments with answer keys, and practical forms and worksheets. Together they cover:
New patient exam flow and case presentation
Financial arrangements and payment plan compliance
Insurance verification and patient estimates
Follow-up with patients who haven’t started yet
Conversion tracking and KPI ownership
Advancement is based on what the TC demonstrates, not on time served or impressions. Coordinators always know exactly what stands between them and the next level of pay. Practice owners can see a direct line from TC development to new patient starts and growth.
Materials are office-agnostic, with clear prompts to customize them for your fees, policies, and systems.
Orthodontic Treatment Coordinator Competency Pathway
From sterilization to TADs, a clear, objective standard for every assistant on your clinical team.
The Clinical Assistant Competency Pathway takes an assistant from their first 90 days to Master Assistant across five levels. Each level is built around three things:
Clinical skills observed chairside
Appointment sign-offs completed independently
Knowledge assessments that confirm the “why” behind the work
The pathway covers the full clinical scope:
Foundations: infection control, HIPAA and OSHA, and records
Core procedures: appliance delivery, banding, and bracket placement
Advanced procedures: debonding, TAD procedures, and orthodontic biomechanics
Leadership: leading huddles, running clinic flow, and training new hires
Every skill is backed by a step-by-step reference guide, and every assessment includes a quiz and answer key.
Your clinical director gets a consistent way to evaluate and develop the team. Your assistants get a defined path to higher pay, tied to the skills that keep your schedule on time, your repair rate low, and your patients confident in their care.