How does the screening packet function as a follow-up filter after the initial phone routing?
By delivering enough information that prospects can fully evaluate whether the practice fits their needs and whether they can pursue treatment, leading the unqualified ones to self-eliminate before consuming any further practice resources. The packet contents are substantial. The doctor’s qualification and credentials. Treatment options in patient-friendly language. Approximate fee ranges for the main case categories. Office policies and expectations. Patient testimonials. Before-and-after case examples. Any other material that builds a complete picture of what working with the practice involves. Prospects who absorb this material on their own time arrive at one of three conclusions: yes I want to pursue this, no this is not for me, or I need more information before deciding. The first group calls the office to schedule. The second group quietly disappears. The third group either reaches out with specific questions or drops off. None of this requires live team time. The packet does the work invisibly. Practices using thin response materials lose the screening benefit. Practices using substantial evidence-rich packets get the highest-quality calls reaching their staff.
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.
