Learn the business skills of case acceptance.

How to Secure the New Patient Appointment

When you are on the phone with a caller, the person calling always begins the conversation with questions. Some of the more common questions you will have presented to you on the phone are: How much does it cost? (We will address how to handle this in Chapter 5) What happens at the visit? Is […]

How to Properly Take a Message

In most practices, voice mail is used to provide callers with the ability to leave messages for unavailable staff members. However, there are times, such as those involving urgency, when it is necessary to short-circuit the normal voice mail system and take down and relay a message directly to someone in the practice. In those […]

How to Prevent New Patient No-Shows

One number that recently caught our attention in a practice’s collected data – and this one that is likely to be representative of yours, as well – was the difference in frequency that existed between missed appointments that occur with NP consultations vs. those that occurred with existing patients. Most practices do not track these two sets of […]

How to Obtain Insurance Information

During the course of her meetings with two separate visiting families, a Treatment Coordinator for whom I reviewed recorded consults this past week asked the following questions of both visitors: “Do you have any insurance?” “Do you know if it covers orthodontics?” This is a common occurrence in many new-patient consultations, and whenever it occurs, I […]

How to Improve Patient Communication at the Front Desk

Our ground-breaking, hands-on approach to improving the front desk area of your practice has produced some very interesting data about how your phones are being answered – and where the biggest shortfalls are in the process of handling incoming calls. One specific item of concern, and the subject of this article, is inbound calls that last […]

Medicaid and Orthodontic Case Acceptance

In the United States, Medicaid is a benefit that is generally provided to families of limited financial means to obtain health care services that they might not be otherwise able to afford. (For those of you in other countries where we work, you have similar programs). Some of you accept Medicaid from patients as a […]

How the Front Desk Affects Case Acceptance

Your job of your front desk team is not simply to greet callers and visitors warmly. Being pleasant is important, but it is a personality trait, not a skill. If you just want to train your team in the basics of communicating – how to answer the phone properly, how to put people on hold, […]

Product Sales and the Principle of Bundling

Virtually every practice that I work with offers their patients ancillary products that provide an enhancement of some kind to the basic value of treatment. Most are geared towards the needs of adult patients and, as such, tend to focus on a cosmetic benefit. Examples would include clear appliances as well as products for accelerating tooth movement […]

Is Automation a Good Idea for Patient Communication?

During dinner yesterday evening, one of my doctor clients asked me for my opinion on the use of an automated reminder system that uses a combination of automated phone calls and/or texting an a follow-up and appointment confirmation tool. Do I think that this is a good idea? Absolutely yes – and absolutely no. It […]

Nobody Likes Surprises

Among the most common complaints that I hear from client teams regarding adult patients is that they are difficult to persuade to start treatment, and once they do, they are high-maintenance. Both of those observations are correct, and it’s easy to understand why: when it is your own teeth that are being treated, the interest level in […]