Should I use a checklist for treatment planning and fees?
Absolutely you should, and I cannot overstate it. A treatment planning checklist forces you to move through a case the same way every time: look at the condition, make the diagnosis, decide the plan, and hand it off in a format your staff can turn into presentation materials. Without it, what is in your head never makes it cleanly onto paper, and the case stalls. Do the same thing with fees. A simple spreadsheet that tabulates the fee beats doing it from memory every time. You will be faster and, more importantly, consistent, and consistency is what keeps cases from going sideways. One template will not cover every niche, so build your own version for the procedures you actually do. The point is not the tool. The point is never planning a case freehand.
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.