Dental Treatment Planning 101 - The Initial Exam

Have you ever invested ninety minutes with a new patient exam to find both yourself and the patient completely over-whelmed and not knowing where to begin treatment? We have - and that's why we wanted to share what we feel is valuable information and easy steps to help your new patient exams flow smoothly into the treatment planning process. Amber and I have found that for most patients that are going to have a very involved treatment plan, it's often best to bring them back for a formal consultation to discuss their needs and treatment options.  Remember, you don't want to scare your patients on their first visit and most will only retain some of the information you presented to them. 

It's critical to be able to "read" your patient and know what is important to them.  Ask questions to find out what motivates them or prevents them from scheduling treatment. Is it fear, time restrictions, financial concerns, or lack of education and value?  Once you obtain this information about your patient, it will help you adapt the way you present treatment and communicate with that specific individual.

The Initial Exam
Amber or Gina will welcome our patient to the office, go over his or her medical and dental history and take a full series of xrays. Once Dr.Cockley has completed her comprehensive exam, she will briefly discuss any concerns that she sees with the patient.  Then she hands the remaining time of the appointment over to Amber or Gina.  This is our time to shine!  As a dental assistant, you are knowledgeable and fully able to explain in more detail what treatment Dr. Cockley has recommended.  We often use Caesy patient education software to help with our explanation, use the intraoral camera for photos, print and explain treatment estimates, and schedule the patients for their next appointment.  If your patient's treatment is more involved, and a formal consultation is needed, our next post- "Composing Your Treatment Plan" will discuss the steps you should take with your doctor to prepare their treatment options. 

Remember-throughout your patient's first visit, your goal is to build a relationship of trust and help them feel at ease. It is a privilege that our patients choose to come to us and it's important to thank them for doing so by providing them with exceptional customer service!