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The art of case presentation and case acceptance for new dentists

Oct. 9, 2024
New dental graduates can build a successful practice by mastering case presentations and implementing follow-up strategies to boost case acceptance and foster trust

How to create a successful case presentation

As a new graduate entering the dental field, mastering the art of case presentation and case acceptance is crucial to building a successful practice. The ability to effectively communicate with patients about their dental health and treatment options not only impacts the success of individual cases but also shapes your reputation and growth as a dentist.

Rapport

To navigate this essential aspect of your career with confidence and finesse, the first step in effective case presentation is establishing a strong rapport with your patients. This involves creating a comfortable and welcoming environment where patients feel valued and heard. Engaging in active listening, showing empathy, and addressing their concerns with genuine interest are key to building trust, which is the foundation of effective communication and successful case acceptance.

Assessments

A thorough assessment is also critical for a successful case presentation. This includes a detailed clinical examination and a review of the patient's medical and dental histories. Understanding the patient's specific needs, preferences, and any potential barriers to treatment will help you tailor your presentation to their individual circumstances.

Clarity

When presenting a treatment plan, clarity is paramount. Use straightforward language and avoid jargon that might confuse or overwhelm the patient. Break down complex procedures into simple, understandable terms. Visual aids-such as digital images, diagrams, or models-can be invaluable in illustrating the problem and the proposed solution. You can often find these at low to no cost at dental trade shows, or via your suppliers.

Put patients first

Focus on how the treatment will benefit the patient, both functionally and esthetically. Highlight how it will improve their oral health, enhance their smile, or prevent future problems. This approach helps patients see the value in the treatment and aligns the proposed solutions with their personal goals and concerns.

Address concerns

Remember to anticipate and address potential concerns or objections the patient might have. Whether it's the cost, time commitment, or fear of pain, acknowledge their worries and provide reassurances. Offering detailed explanations, alternative options, or flexible payment plans can help alleviate anxiety and make the treatment plan more acceptable. Dental care can be costly, and it's okay to agree with your patients if they bring up this point. Be transparent about the costs involved and discuss financial options openly. Many patients appreciate knowing about different payment plans, insurance coverage, or any available financing options. Clear and upfront communication about costs helps prevent misunderstandings and surprises later.

Following up

Lastly, not all patients will decide immediately. Implementing a robust follow-up strategy is essential. This could include sending a summary of the treatment plan, providing additional information, or scheduling a follow-up call to answer any remaining questions. A well-timed follow-up demonstrates your commitment to their care and keeps the lines of communication open.

Now put it into practice!

Mastering the art of case presentation and acceptance is a dynamic process that requires practice, patience, and continuous learning. By focusing on clear communication, building trust, addressing concerns, and personalizing your approach, you can significantly increase your success in getting patients on board with their treatment plans. As you advance in your career, these skills will not only enhance your patient interactions but also contribute to the overall success and satisfaction of your practice.

About the Author

Amrita R. Patel, DDS, FICD, FPFA

Amrita R. Patel, DDS, FICD, FPFA, graduated from NYU College of Dentistry in 2011 and completed her residency at the Nassau University Medical Center. She is a general dentist in private practice with her father, endodontist Dr. Rohit Z. Patel, in Westchester County, New York. She chaired the New York State Dental Association New Dentist Committee and served as the new dentist representative on the ADA’s Council on Dental Benefit Plans for 2020-21. She is also among the recipients of the 2021 ADA 10 Under 10 Awards.

Updated June 27, 2022

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