Is it fine to present a treatment plan from memory without giving the patient anything?
It is the worst of the common approaches, and roughly a third of practices do it. The only pro is zero work. You did an exam, you tell the patient you want them back for treatment, here is the fee, goodbye. Now look at what you left them with. Their memory, in an area where they have no proficiency. Our memories serve us terribly outside our own expertise, so the patient retains almost nothing except the one number that stuck: the price. You have left them with air and a fee. There is no chance of reinforcing their motivation, no logical sequence, none of the persuasion that helps a good decision. And no staff member can ever present it, because it lives in your head. Give the patient a tangible document or you are guaranteeing random selling.
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.