Why does my staff struggle to present big cases without me in the room?
Because of what you are handing them. A treatment plan straight out of your insurance software is more technical and more clinical than your team can comfortably discuss, so they freeze and wait for you. And if the plan only lives in your head with a fee scribbled on the chart, there is essentially zero chance anyone presents it without you. That is a bottleneck you built. A case report fixes it. When the document is laid out in plain language and in a logical order that points to the patient’s problem, it works as a cheat sheet your team can follow. It keeps the presentation on track and keeps it under your 25 minute target. Stop being the only person who can sell your own cases. Build the document so a trained team member can run it.
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.