Why should I use a checklist before a dental case presentation?
Because memory is the worst place to store a process you cannot afford to get wrong. The hours before a big case presentation involve dozens of small steps spread across your assistant, you, and your financial coordinator. Miss one and the whole presentation wobbles. A checklist takes those last-minute items off your mental plate so you walk in knowing the materials are ready, the deck is right, and nothing is hanging. Surgeons and pilots use checklists for exactly this reason, and their stakes are not higher than yours, they just stopped pretending good people do not forget things. Build a written list for every role, run it every time, and review it with your team so each person owns their part. It is dull, and it is the difference between a smooth presentation and a scramble.
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.