What follow-up steps should an undecided patient receive after the question-and-answer appointment?
A coordinated set of touchpoints that maintains momentum without pressure. Calendar alerts in the practice management system fire reminders about fee-expiration dates and discount-expiration dates as those approach, with a phone call to the patient when an expiration is near and the case has not moved forward. A one-week follow-up call from the financial coordinator or treatment coordinator checks in on how the patient is doing and whether more questions have surfaced. A personal handwritten thank-you note from the doctor arrives in the mail shortly after the Q&A, signaling sincere personal investment in the patient’s situation. The team holds a brief debrief about the case so any incoming call from the patient gets routed immediately to the right team member, with confident clarity rather than uncertainty. Each touchpoint costs little to deliver. The combination keeps the case warm without crowding the patient. Patients often re-engage on their own timeline. The structured undecided-patient follow-up is what makes those re-engagements possible.
If the answers you are finding here resonate with you, my team and I work with a small group of clients each year. The next step is a complimentary Discovery Consultation and Practice Review with Dr. McAnally.
