Why do I need a written case report if I already present the plan verbally?
Because the report is your reference tool, and it keeps you from skipping steps when the pressure is on. A big case presentation has a lot to cover. Cost, time, responsibilities, the promise, the unique reason to choose you, the deadlines, the photos. Try to carry all of that in your head live and you will drop pieces, and the pieces you drop are usually the ones that close the case. When the checklist lives inside the document, there is very little chance you get through the presentation without using each tool. The duplication is on purpose. It is the same reason a pilot reads a checklist even after a thousand flights. You are not bad at your job. You are human, and a tangible document protects your patient and your fee from a busy day.
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.