How much time should pass between the diagnostic visit and the case presentation appointment?
At least a week. This interval is the most often shortcut and the most consequential to protect. It serves multiple functions. The doctor needs time to study the findings, build the treatment options, prepare the case presentation materials, and rehearse the conversation. Skipping this preparation produces sloppy presentations and lower acceptance rates. The patient needs time to mentally prepare for a significant decision and to involve their veto-holder if they will not be attending. The patient and veto-holder need time to begin thinking about how to fund the treatment, what timing would work, and what life adjustments may be required. All of that thinking happens between visits, not during them. Trying to compress the diagnostic and case presentation into the same day or back-to-back days pushes the patient into a quick decision their reflective system has not had time to support. A week of space lets the considered decision land. Same-day case presentations look efficient. They convert worse.
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.