Ep. 51: Listener Q&A about Case Acceptance

 

We have received a ton of great questions from listeners recently, and many are about universal topics that would be helpful for anyone. So in our first “listener Q&A” episode, Jeff answers questions about case acceptance.

Topics:

1:44 – What to do when the patient says “I want to think about it”?

11:42 – What if the patient only wants to do what the insurance covers?

18:53 – When and how should I bring up the fee?

28:38 – Should I present some now and some later?

36:40 – When should I bring in the Treatment Coordinator?

39:49 – What if the patient needs to talk to their spouse before making a decision?

Links:

The MGE New Patient Workshop - https://www.newpatients.net/

The MGE Communication & Sales Seminars - https://www.mgeonline.com/abc

MGE Power Program - https://www.mgeonline.com/power-program

 

Listen to full episode :

Have a question for Jeff?

Fill out the form and he will get back to you.

Ask Jeff a Question

Questions From This Episode

What does it actually mean when a patient says they want to think about it?

It's almost always a polite, non-confrontational way of saying no, since nobody genuinely goes home and deliberates over a treatment plan at the kitchen table. It means either the patient hasn't fully understood why they need the treatment, or their attention is stuck on something else entirely, cost, fear of a needle, scheduling, that hasn't been addressed yet. The fix is calm, non-defensive follow up that asks what's actually on their mind, not backing off or getting frustrated.

How should a real objection be handled differently from ordinary sales resistance?

A real objection sounds specific and the patient sticks to it consistently, like a genuine financing timeline tied to a home refinance. Ordinary sales resistance tends to shift from excuse to excuse, I want to think about it, then I'm too busy, then it's a lot of money, without ever landing anywhere. Real objections need to be worked through concretely, ordinary resistance usually just needs the patient brought back to why they actually need the treatment in the first place.

How should a patient who says they only want what insurance covers be handled?

Dental insurance is a benefit, not true insurance, and it shouldn't have any bearing on the treatment plan itself, that decision belongs to the doctor based on clinical need. The better move is acknowledging the benefit exists, then explaining specifically why the full treatment is needed now rather than later. Phasing treatment purely to match a benefit maximum, when it isn't clinically necessary, also tends to create trust issues, since telling a patient they need six crowns and then only doing two quietly signals that the other four weren't actually that important after all.

Why does the doctor need to be the one to actually say the fee out loud?

At minimum, the doctor should personally tell the patient what the treatment plan costs before handing them off to a treatment coordinator or the front desk, since the doctor's job as salesperson isn't finished until the patient is paid up and scheduled to start, not just informed. If saying the number out loud feels uncomfortable, the fix is simply practicing it directly, out loud, until it stops feeling that way, since avoiding it quietly hurts case acceptance.

Should a full treatment plan be presented all at once, or introduced gradually across future visits?

Present the full picture up front. Whether a patient hears about everything they need today or only part of it, they still need all of it, so withholding information out of fear they'll be scared off doesn't serve the patient and tends to backfire into a trust problem down the line, when they eventually learn there was more going on than they were originally told. If there isn't enough time to properly explain everything in the current appointment, the better move is scheduling a dedicated consultation soon rather than presenting a deliberately incomplete picture.

Episode Transcript

Previous
Previous

Ep. 52: The Top 6 Profitability Killers in a Dental Practice, Part 1

Next
Next

Ep. 50: Creating the Ideal Schedule for Your Dental Practice, Part 2