Beginning – Top of Bagel:
Dentist and treatment coordinator collaboration sets the tone for case presentations.
Discussing x-rays with patients reinforces treatment necessity and builds trust.
Smooth handoff facilitated by discussing finances in strategic locations.
Utilizing visual aids like models and brochures aids patient understanding of treatment plans.
Middle – Cream Cheese Filler:
Coordinator acts as a patient advocate by explaining insurance details and costs.
Encouraging patients to use benefits promptly rather than delaying.
Comparing UCR fees with in-network rates demonstrates treatment value.
Assessing commitment through appointment scheduling with multiple convenient options.
End – Bottom of Bagel:
Detailed financial discussion closes the case presentation.
Requesting a deposit for scheduled treatments aids in material preparation.
Emphasizing the need for upfront payment due to insurance delays.
Flexible payment options based on patient budget assessment, in-house or via CareCredit.
Achievements:
Structured Bagel Method enhances consistency in case presentations for continual improvement.
Strengthened dentist-coordinator collaboration boosts patient understanding and trust.
Improved patient commitment through strategic financial discussions.
Takeaways:
Collaborative efforts at the start set a positive tone for the case presentation.
Use of visuals enhances patient comprehension and engagement in treatment plans.
Advocating for prompt benefit utilization increases patient commitment.
Comparing UCR fees versus in-network rates highlights treatment value.
Requesting deposits for scheduled treatments aids in material preparation and commitment.
Flexible payment options based on patient budgets enhance financial discussions effectiveness.
Overall Impact:
Dentists can transform their case presentations by implementing the Bagel Method, leading to increased patient satisfaction and treatment acceptance.
About the Author:
With over 22 years of experience in the dental field, Kyle L. Summerford has honed a unique approach to case presentation and patient acceptance. As a seasoned dental office manager and financial dental consultant, he leverages his expert knowledge to assist both new and struggling dental practices. Through his education programs, Mr. Summerford empowers staff members with effective patient education skills and persuasion techniques, significantly enhancing overall case acceptance rates.
Driven by a passion for teaching and sharing knowledge within the dental community, Mr. Summerford has lectured at numerous Continuing Education (CE) events and prestigious academic institutions, including Stony Brook University, the New York City County Dental Society, and Georgia Regents University. His expertise is further recognized through his self-authored articles in his renowned dental coding column, "Dental Coding with Kyle."
Mr. Summerford is also the founder of the Dental Office Managers Community and www.dentalofficemanagers.com. These platforms serve as invaluable resources for dental professionals, fostering connections and facilitating the exchange of knowledge among peers.
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