Should I qualify patients before presenting treatment?

Yes, but within reason. You want to know who can actually say yes and who has the means, because pouring your whole presentation into someone who was never going to move forward wastes everyone’s time. But here is the trap. If you bar the door too high, you eliminate patients who could and would have gone forward if you had given them a chance. We are a professional service, not a luxury boutique, and you cannot pre-judge the way a high-end store screens foot traffic. So I call this qualifying within reason. Give patients the tools and the room to surprise you. Set a filter, not a wall. The dentist who screens too hard ends up with an empty schedule and a clean conscience about cases he never even tried to help.

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.