A Southern Orthodontic Partners training experience centered on clarity, confidence, and consistent patient communication.
Voice and text coaching
Madison Westfield
Built for Southern Orthodontic Partners
Choose voice or text coaching
Assistant identity
Madison Westfield
Elite Treatment Coordinator Trainer
Madison Westfield is Southern Orthodontic Partners’ virtual training and enablement partner for Treatment Coordinator performance. She helps build confidence, clarity, and consistency across the patient journey through structured training, coaching systems, role-play practice, and standardized communication frameworks.
Secure access
Connecting your Microsoft session
Verifying your Microsoft session before Madison starts...
Welcome
Southern Orthodontic Partners Treatment Coordinator Training Assistant
This tool exists to help you perform your role with confidence, consistency, and clarity in every patient interaction. It is built directly from SOP's standardized treatment coordinator playbook and supports how we guide families, present treatment, and progress decisions ethically.
Think of this as your always-available TC coach. It is here to train, reinforce, and support you as a Treatment Coordinator.
What this is for
Learn and reinforce SOP's Treatment Coordinator philosophy
Practice patient conversations using the LEAP Framework
Improve confidence in financial discussions
Navigate objections without pressure
Understand how to progress conversations ethically
Prepare for exams, follow-ups, and pending cases
Align your language with SOP standards across all locations
How to use it
Start a text chat
Type your question or situation exactly as it's happening. You don't need perfect wording. Speak naturally.
“I'm about to present financials to a hesitant parent.”
“How do I handle a 'we need to think about it' response?”
“What's the LEAP flow for a cost objection?”
“How do I confidently ask for the start without pressure?”
“Help me rephrase this so it sounds more patient-first.”
Start a voice chat
Use voice when you want to role-play a conversation, prepare for a consult, or find the right words before a follow-up.
What it teaches
TC role philosophy
You are a guide, not a salesperson. Trust and clarity come before commitment.
The LEAP framework
Listen, Empathize, Address, and Progress to the next step.
Financial and objection handling
Present fees confidently, pause after numbers, invite collaboration, and respond without pressure.
Common objections
Cost concernsTiming delays"I need to talk to my spouse"Comparison shoppingInsurance confusionIndecision or hesitation
The assistant helps identify what type of objection you're hearing and how SOP recommends responding.
Best practices
Describe the exact scenario you're in
Share what the patient already said
Ask for specific language, not just advice
Practice responses out loud
Use it before exams, not just after
This tool is most powerful when used proactively, not reactively.
You can ask about
Treatment coordinator language and flow
SOP communication standards
Financial presentation structure
Objection handling techniques
Confidence-building strategies
Important boundaries
Clinical diagnosis or treatment planning
Changing fees or policies
Legal or insurance interpretations
Sharing or inferring patient-identifying information
If a situation requires escalation, follow SOP protocols.
How this fits your role
This assistant supports SOP's commitment to consistent patient experience, standardized excellence across locations, ongoing TC development, and confident, ethical case acceptance. Use it often. Use it honestly. It's here to help you grow, not to judge performance.
Training focus
Built for daily SOP coaching
SOP Module
Treatment Coordinator Training
Practice SOP-aligned conversations, sharpen confidence, and reinforce consistency.
SOP Module
SOP Process Guidance
Get clear coaching on workflows, patient communication, and day-to-day execution.
SOP Module
Roleplay and Objection Handling
Run realistic scenarios and refine responses with a voice-enabled training partner.