How do I bring a patient’s spouse up to speed at the case presentation?
Assume they know nothing and start there. For many large cases, the presentation is the first time you meet the financial other, and they did not sit through the complete dental physical the way the patient did. If you skip ahead, you leave the most important decision-maker behind, confused and defensive. So before the clinical talk, play them the educational video on the service you’re discussing, then walk them through the patient problems slides on the big monitor. Ask whether anything has changed since last time, whether their desired timeline shifted, and for cosmetic cases, whether they want something specific in how their partner looks. You’re closing the understanding gap so the spouse and patient arrive at the same page. Never present to two people who are starting from two different places. Level them first, then proceed.
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.