Your team explained the treatment and reviewed payment options. But can you easily see what happened after the conversation?

A consistent review process helps the doctor and office manager identify patients needing follow-up and support the team in helping them move forward.

Document the Next Step...

 “We don’t have time to fill out another form.”

When your team says this, ask a practical question: When are they receiving the treatment information?

If the patient is already at checkout, the administrator is trying to prepare, explain, and schedule all at once.

A better-prepared conversation s...

 A patient hears the treatment recommendation, then leaves without scheduling.

Their explanation? “I need to think about it.”

Before your team can help, they need to understand what the patient is thinking about.

 Three Questions That May Be Holding Patients Back

Often, hesitation comes down to:...

Last week, we talked about why your hygienist can play such an important role in the treatment conversation.

They have the relationship.

They spend time with the patient.

They see patients regularly.

But relationships are only one part of the equation.

Your team also needs a clear system and th...

Who on your team has one of the strongest ongoing relationships with your patients?

Very often, it’s your hygienist.

Your hygiene team sees patients regularly. They spend meaningful time with them. They have opportunities to listen to what is happening in their lives, hear their concerns, and buil...

Care Credit isn’t your only option.

Many traditional third-party lenders come with strict approval requirements, leaving patients without a path forward. It's time to widen the lens and look at what fits your community best:

• Credit unions offering medical-specific loans
• Community banks are will...

How comfortable are you with talking to patients about money?  How comfortable is your team with talking about money with patients? Who leans in first to determine the patient’s expectations? If the owner is uncomfortable talking about financing options, how can the team be comfortable?

Financing s...

According to the ADA, nearly 40% of adults delay dental treatment due to cost concerns—even when they know the care is necessary. Most aren't saying "no"—they're saying "not yet."

Patients need realistic, flexible payment paths. That means monthly payment options they can say yes to—and a team that...