Expert Dental Intel Consulting           Dental Intel Consulting Company           Dental Intel         Best Dental Intel Consultants       Contributing Writer 

4 minutes reading time (735 words)

Dental Consultant Tip: Do Patients Understand?


The key to effective case presentation is to get patients to understand by raising their dental IQ, which results in patients who place value on their treatment plan.

This way when you send someone up to the front desk, the treatment coordinator will have a patient who is more willing to figure out the financing of their needed treatment. Whether the patient can pay or not is another story, but at least you've given the front desk staff a fighting chance.

Your case presentation skills (or lack thereof) come into play for only about 20% to 30% of your patients. This is because many of them a) need very little work to begin with, b) don't care about their oral health no matter how much you try to educate them, or c) truly cannot afford the treatment due to a legitimate financial situation.

Increasing your case presentation skills is primarily for those patients who have a substantial treatment plan and could pay if they choose to, but who do not place real value on the treatment. Instead they go out and buy the newest HD TV or fancy tires for their truck. Why? Because they place value on these items and not on their oral health. These are the cases where you can lose a significant amount of production by not refining your case presentation protocol.
To consistently have a high percentage of cases accepted requires the skill to get patients to place value on the treatment.

Talking money

When treatment planning, don’t think about money. Too often I've see dentists who feel obliged to reduce fees or extend credit to patients (often in violation of their own financial policies) when they discuss fees. Doing this sends a bad signal to the front desk. I instead recommend that you treatment plan based on what you feel is clinically best for patients to meet their needs while giving them options, as well as how the plan can be broken up into parts if needed.

2 golden rules of case presentation

1. The more the dentist talks, the lower the case acceptance.
2. The more the patient talks, the higher the case acceptance.

It is not uncommon for a dentist to talk a patient into and then out of accepting treatment.

7 foolproof case presentation tips

1. Truly care and be interested in your patients.

2. Talk to patients in lay, not dental, terms. Don't assume your patients know anything about oral health. Many times I listen to a dentist or hygienist talking about treatment and use terms that sound like the patient just got back from an advanced course on altering occlusion function and esthetics.

3. Use an intraoral camera, draw pictures, and show patients models or their x-rays. You'll lose their interest if you don't. In doing so, do not violate tip No. 2.

4. Don't ask a patient, "Do you understand?" Avoid questions that can be answered "yes" or "no." Too often dentists and hygienists tell patients they need to do this, this, and this, rapid-fire style, throwing in terms like "leaky margins" and then asking, "Do you understand?” Patients say "Yes" when of course they really don’t understand. Most dentists and hygienists never really get patients to fully understand what needs to be done and why. Asking "Any questions?" or "Do you understand?" makes it easier for patients to leave without scheduling.

5. Listen! Let patients answer and talk. Dentists tend to talk too much. The more the patient is talking, the higher the case acceptance.

6. Use analogies. Compare periodontal disease to trying to hold up a post in a hole where the soil has eroded. There are 1,000 different ways to describe dental conditions in terms patients will relate to. An excellent reference book is Dental Analogies by Dr. Rick Waters

7. Make sure the patient understands what will happen to their oral and general health if they do not move forward. This is key.


Kevin Tighe, Cambridge Dental Consultants, Senior Consultant, got bitten hard by the business and marketing bug during long summer days working at his dad's Madison Avenue ad agency. After joining Cambridge as a speaker in the mid-1990s, Kevin went on to become Cambridge’s senior consultant and eventually CEO. Cambridge Dental Consultants is a full-service dental practice management company offering customized dental office manuals. Frustrated? High overhead? Schedule a chat with Kevin at 

Dental Consultant Tip: Insurance Best Practices
Dental Consultants DA Hiring Tips

By accepting you will be accessing a service provided by a third-party external to

Dental Practice Consulting Analysis

Affordable. Contract Free. No Travel.

Google Reviews 5.0 ⭐️⭐️⭐️⭐️⭐️

Our 25th Year | Grow Your Practice 

There is the good, the bad and the ugly of dental practice management, but many dentists will still tell you the probability is your dental consulting will work if you and your consultant are on the same page. It stands to reason that if a dental consultant had little value, worth or benefit that consultant could not stand up to harsh economic realities for long.  A veteran dental consultant is also a "personal coach" who shold bring management wisdom based on "in the trenches" experience along with systems and protocols to that have been successfully implemented in other practices. Top dental consultants talk and network with each other. They pay attention to what systems work and don't across many dental practices. 


New Patient Phone Call

Insurance Processing

New Patient Experience and Patient Education

Financial Arrangements



Unscheduled Treatment 


Daily and Weekly Checklists

General Policy Manual 

Staff Accountability

What gets monitored, gets managed. It is as simple as that. The only way to monitor what gets done is with daily stats especially for your weak areas. For example, one employee should be specifically responsible for calls to patients who are unscheduled, overdue for re-care or need reactivation. Other staff can and should help in coordination with the accountable employee.


What most practice owners are lack in knowledge is not how to book an appointment, but rather how to be an effective leader. The best systems in the world are useless if the staff do not comply. Good leaders know how to get staff to willingly follow through and comply. 

Questions To Ask 

  1. Do you and/or your staff have to travel or does the consultant come to you?

  2. Is the program mostly one on one consulting versus seminars or courses with multiple clients in attendance?There are advantages to both.

  3. If the dental consulting is one on one who will actually deliver the consulting? I recommend knowing who your specific dental consultant will be prior to signing on the dotted line.

  4. Is program based on a specific dental practice management system? You want to avoid cookie-cutter programs. Ensure the program will be tailor-made to fit your practice's specific needs.

  5. The cost (including travel expenses and downtime) is certainly not the only factor, everything else being equal, it is still a major factor to consider. It's unwise to pay too much, but it's worse to pay too little.  


Top Dental Practice Mangement Consultant

Shane Blake DDS Coudersport, PA

My name is Kevin Tighe. Consultant. Coach. Mentor.

My mission is to advise, recommend and help implement proven systems to grow your practice . 

Before joining the Cambridge team I was in charge of setting up workshops for large nonprofits throughout the United States and Canada. During that time, I was fortunate to receive mentoring from several world-class business consultants, including a dental practice management guru, which led to a position at Cambridge as their seminar organizer. In time, I began crisscrossing the country delivering seminars myself for the better part of a decade. Subsequently, I moved up to senior consultant and eventually partner and now sole owner. 


Free Practice Analysis

Step One: Fill out and submit the form below.

Step Two: I will call or text you to schedule a 30 minute call.




Dental Practice Management

Dental Office Manuals & Handbooks

Thirty-Day Money-Back Google Verified Guarantee 

Instant Download • Unlimited Copies

1000s of Satisfied Users 

Order now to receive our #1 Dental Office Manager Manual with your package. 

50% Off Now!

Dental Office Manuals