Pre Presentation Team Review Catches Hidden Barriers

2026-05-23T00:00:00-04:00

Why should the dental team review a complex case before the case presentation to surface remaining barriers? Because team members often see patient signals the doctor missed and can identify barriers that would otherwise blindside the case presentation, leaving no time to address them. The pre-presentation review pulls together the relevant team members for a focused conversation about each upcoming case. The assistant who handled the diagnostic visit shares what they observed about the patient's reactions, anxiety levels, and statements during workup. The front office team member who interacted with the patient on the phone shares early signals. The financial coordinator [...]