Why should the doctor and financial coordinator hold a brief pre-presentation briefing before each dental case presentation? To align on the case, the prepared materials, and any last-minute adjustments before walking into the room with the patient. The briefing takes less than five minutes and happens immediately before the appointment. Both team members review the patient's name, the motivator, the treatment barriers identified at the post-CDP meeting, the three options being presented, the fee structure with adjustments and discounts, the financing pathway prepared, and any specific items raised during preparation that need attention. The PowerPoint slides get a quick scan. The [...]

Why should the doctor and financial coordinator hold a brief pre-presentation briefing before each dental case presentation? To align on the case, the prepared materials, and any last-minute adjustments before walking into the room with the patient. The briefing takes less than five minutes and happens immediately before the appointment. Both team members review the patient's name, the motivator, the treatment barriers identified at the post-CDP meeting, the three options being presented, the fee structure with adjustments and discounts, the financing pathway prepared, and any specific items raised during preparation that need attention. The PowerPoint slides get a quick scan. The [...]

Why should the doctor and financial coordinator hold a brief pre-presentation briefing before each dental case presentation? To align on the case, the prepared materials, and any last-minute adjustments before walking into the room with the patient. The briefing takes less than five minutes and happens immediately before the appointment. Both team members review the patient's name, the motivator, the treatment barriers identified at the post-CDP meeting, the three options being presented, the fee structure with adjustments and discounts, the financing pathway prepared, and any specific items raised during preparation that need attention. The PowerPoint slides get a quick scan. The [...]