Dos and don'ts for case presentation: Implement a comprehensive follow-up system

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Patients often need a second opportunity to say "yes" to scheduling an appointment or accepting treatment. Following up with patients shows the practice cares about their oral health and often results in increased case acceptance for recommended treatment.

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Call patients. Make a phone call to all prospective patients who don't schedule within 48 hours to determine if they would like to make an appointment. Some people simply forget. Don't let them slip through the cracks. Be proactive and call.

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Don't assume they'll call you. Motivation starts to dissipate the moment patients leave your office. Call all patients who don't schedule treatment following a case presentation the next day. This can be set up by saying to the patient, "Mrs. Jones, what is a convenient time to call you tomorrow?"

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