Managing Orthodontics in the General Practice Training Course

Exclusive to Dr. Brad’s students is the opportunity to enroll your front office team in a one-day course that teaches you how to integrate orthodontics into your practice.

Course Description:

Lead by Dr. Brad’s office manager, Teresa Berry Williams, BA, DAADOM and McKenzie Berry, BA, MAADOM, your team will learn how to correctly code orthodontic cases, set office fees, present orthodontic treatment plans, and file insurance. This course is offered during the last session of Dr. Brad’s comprehensive courses along with the assistant course.

Course Objectives:

  • Learn To Correctly Code Orthodontic Cases For Insurance
  • Learn How To Set Office Fees
  • Learn Effective Treatment Plan Presentations
  • Learn Profitable Financing Strategies For Orthodontics
  • Learn Basic Orthodontic Terminology

Course Fee:

The Managing Orthodontics in the General Dental Practice course is $325 per attendee. Contact Teresa Berry Williams at [email protected] for registration. Class size is limited. Refund policy is 50% two weeks prior to start of the course.

Course Dates:

Dallas, TX – June 22, 2024 & December 7, 2024
The study material for this course was peer-reviewed in January 2018 to ensure that all clinical and technical information included the scientific basis for the program content and an assessment of the benefits and risks associated with that content in order to promote public safety.

Neither Teresa Berry Williams or McKenzie Berry, nor members of their immediate family have any financial relationships relevant to this presentation to disclose.

Course Check-In

7:30 am on Saturday.

Course Day:

Saturday 8:00 am – 5:30 pm.


Lone Star Executive Suites 
312 W Northwest Hwy
Grapevine, TX 76051

Course Content:

  • Understanding Orthodontics & Malocclusion: “The Orthodontic Problem”
  • Appointment Scheduling
  • Insurance Verification
  • The Orthodontic Consultation Appointment
  • The Workup: Records & Diagnosis
  • Setting Orthodontic Office Fees
  • ADA CDT Coding
  • Insurance Benefits
  • Orthodontic Diagnosis & Treatment Planning: Clinical Overview
  • Case Presentation & Financial Arrangements
  • The Orthodontic Financial Contract
  • Insurance Filing


  1. Setting Orthodontic Office Fees
  2. Treatment Planning for the Uninsured Patient
  3. Treatment Planning for the Insured Patient


Teresa Berry Williams, BA, DAADOM

The current office manager for Williams Dental & Orthodontics, Teresa Berry Williams, has been leading the business management for the last 8 years. Teresa graduated from Ouachita Baptist University in Arkadelphia, AR with a degree in Business Administration & in Commercial Art. Shortly after graduation, she and her late husband owned and managed Western Sizzlin Steak House for 13 years in Pittsburg, Kansas. In 1999, they purchased and successfully managed the DirectBuy franchise in Tulsa, OK, until Teresa sold the business in 2012. During that time, Teresa won many 5 Star Service and Sales awards from DirectBuy, Inc., and in 2003, The Journal Record named Teresa, Woman of the Year “50 Making a Difference” in Oklahoma. Teresa earned her fellowship in AADOM (American Association of Dental Office Managers) in 2018, her mastership in AADOM in 2021, her diplomate in 2022 and continues to study and grow in the dental profession to stay current in the ever-changing dental business environment.

McKenzie Berry, BA, MAADOM

McKenzie is currently employed with Jameson Management & Marketing in OKC as Marketing Project Coordinator. Founded by Dr. Cathy Jameson and now lead by Carrie & Jess Webber, Jameson has been developing tools to grow and optimize dental practices for over 30 years. McKenzie graduated from Ouachita Baptist University with a degree in Business Management & Business Marketing. While there she co-founded the campus organization, “OBU Women in Business”. After graduating she joined Williams Dental & Orthodontics for over 5 years and was instrumental in facilitating changes to the practice that successfully transformed our cohesive team and profitable dental practice. McKenzie has also held a regional manager position for a DSO for over 1 year. McKenzie earned the Dentrix mastery tracks certification: front office, financial, clinical & practice analysis and earned her fellowship in AADOM in 2018 and her mastership in AADOM in 2022. McKenzie constantly strives to improve her practice management skills and knowledge in the dental field.

Teresa and Dr. Brad married in 2012. Recognizing Teresa & McKenzie’s business expertise, Dr. Brad encouraged both to take the responsibility of managing his practice as a business. Their degrees in business & marketing along with their experience in the business world brought BIG financial changes to Dr. Williams’ practice. Seeing the magnitude of increased profits and the overall improvement in the Skiatook practice, Dr. Brad persuaded them to create a one-day training management seminar for his students and their staff. This course reflects the practice model used to transform and currently manage orthodontics in our busy rural general practice.

Have a question or comment about a course?