Why is mailing or emailing the dental Case Report a bad idea in most circumstances?
Because the document loses most of its persuasive power when delivered impersonally, and the practice undermines its own investment by sending it that way. The Case Report represents hours of doctor and team preparation, professional production, and careful design. Handed to the patient in person at the case presentation, with both halves of the document, the printed report and the in-person discussion, working together, the Case Report functions as the high-leverage selling tool it was built to be. Mailed or emailed in isolation, the patient receives it without context, scans it quickly without the doctor walking them through the findings, and forms whatever impression they form before any conversation can shape it. The document gets devalued by impersonal delivery. The patient may also feel that the practice is trying to avoid the in-person conversation, which damages trust. The right delivery is hand-to-hand at the appointment, accompanied by the doctor’s verbal walkthrough. Rare exceptions exist but are genuinely rare.
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.
