• Staff will understand the benefit of working together to create an environment of patient advocacy which enables patients to accept more treatment and that means patients will have a healthier smile
• There is a role of advocacy and purpose for each team member which enables you to have a team that works together with a common goal of helping patients accept treatment and that means provides a way for staff to more fully understand the significant impact that they have on patients
• Learn what really matters to patients when considering treatment allowing you to be specific in your messaging and purpose with patients which means every patient will have every opportunity to accept treatment in their way on their timeline
• Have a team that not only IS caring, but they know how to share that caring with patients so your patients are more comfortable and have an enhanced experience with your practice and that means it can increase the number of qualify of referrals
• Align all staff to the real purpose of the practice so you can your practice will provide an unbelievable experience that patients will appreciate and that means you will retain more of the patients that currently treat

For All Staff

• Define Patient Advocacy
• Gain awareness of the data to watch that shows effectiveness
• Attain a Mindset of Advocacy
• Discussion of the general philosophy that underlies Patient Advocacy
• Understand the basic terms and meanings of influence from Cialdini
• Develop the necessity of team
• Comprehend the basic terms of experience in healthcare
• Grasp the importance of the healthcare continuum
• Explore the diagnosis scale
• Learn what every patient wants to know
• Explain treatment in patient friendly ways

For Doctors

• Understand which points the patient most wants to know about during a clinical visit
• Commit the patient to the responsibility that each of them have
• Plainly and repeatedly explain their clinical findings to the patient
• Effectively provide treatment options & timelines
• Answer honestly all questions posed by the patient
• Confidently accept and pass along the patient to and from staff

For Hygienists

• Recognize potential restorative opportunities
• Share privately and efficiently recognized opportunities with the doctor
• Clarify and/or re-explain the diagnosis to the patient where needed
• Reinforce/explain the preferred treatment option with the patient
• Reinforce the value of the PA when needed

For Assistants

• Review a printed treatment plan for the patient
• Review for understanding the diagnosis with the patient using a more questioning tone
• Review the treatment plan options with the patient where needed
• Teach using whatever visual resources are available
• Once diagnosis and treatment understanding is achieved, allow the patient to decide on treatment
• Detect any hesitation - engage PA
• No hesitation move to collection
• Show appreciation and get to work

For Front Office

• Know and understand each patient’s insurance (or lack) available
• Confirm that the patient understands the diagnosis
• Confirm that the patient understands the ideal treatment or options and drawbacks
• Understand the life situation of the patient
• Understand the financial situation of the patient
• Know and understand how to use 5 - 8 financial options
• Match financial options to treatment options
• Kindly present options to the patient
• Confirm the selected treatment option
• Confirm that the patient understands and agrees to their financial obligation
• Kindly collect as agreed
• Schedule treatment