Content for Audio:
Presenting the Treatment Plan
When you go back into the room, sit down next to the patient and explain that you’re going to show them their treatment plan on the tablet.
- Already have the treatment plan pulled up and ready on the tablet when you walk in so that it does not buffer loading and take up extra time.
Always start with today’s appointment/ what has already been done then move through the different phases.
- Never actually say the total if at all possible
- Say “Investment” & “estimate”
On the treatment plan, focus on what the patient’s investment will be per appointment.
- Point out the other columns if patients have questions or are confused and need more clarification.
Once you have presented all phases, show the patient what their total personal investment will be, then ask the patient if they have any questions or concerns about the estimated treatment costs.
- Once you have presented all phases, show the patient what their total personal investment will be, then ask the patient if they have any questions or concerns about the estimated treatment costs.
Signing the Treatment Plan
Summarize the paragraph that is present at the bottom of the treatment plan.
The three main points to review are:
- The treatment plan is good for 60 days
- The estimated costs just reviewed with the them are only estimates when there is insurance
- Reservation deposit policy
Let the patient know that by signing the treatment plan it is not committing them to getting the treatment done but is saying that the estimates and office policies were reviewed with them. For patients that seem confused or like they might forget the multiple steps, offer to print or email the treatment plan for them.
