What follow-up steps should an undecided patient receive after the question-and-answer appointment? A coordinated set of touchpoints that maintains momentum without pressure. Calendar alerts in the practice management system fire reminders about fee-expiration dates and discount-expiration dates as those approach, with a phone call to the patient when an expiration is near and the case has not moved forward. A one-week follow-up call from the financial coordinator or treatment coordinator checks in on how the patient is doing and whether more questions have surfaced. A personal handwritten thank-you note from the doctor arrives in the mail shortly after the Q&A, signaling [...]

What follow-up steps should an undecided patient receive after the question-and-answer appointment? A coordinated set of touchpoints that maintains momentum without pressure. Calendar alerts in the practice management system fire reminders about fee-expiration dates and discount-expiration dates as those approach, with a phone call to the patient when an expiration is near and the case has not moved forward. A one-week follow-up call from the financial coordinator or treatment coordinator checks in on how the patient is doing and whether more questions have surfaced. A personal handwritten thank-you note from the doctor arrives in the mail shortly after the Q&A, signaling [...]

What follow-up steps should an undecided patient receive after the question-and-answer appointment? A coordinated set of touchpoints that maintains momentum without pressure. Calendar alerts in the practice management system fire reminders about fee-expiration dates and discount-expiration dates as those approach, with a phone call to the patient when an expiration is near and the case has not moved forward. A one-week follow-up call from the financial coordinator or treatment coordinator checks in on how the patient is doing and whether more questions have surfaced. A personal handwritten thank-you note from the doctor arrives in the mail shortly after the Q&A, signaling [...]