Episode 589

A System to Follow Up on Unscheduled Treatment Plans

Host: Gary Takacs | Published Date: April 26, 2023 | Listening Time: 00:47:40

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Are you looking for ways to help your dental practice run more efficiently and effectively? Tune into this week’s podcast and listen to Gary discuss tips and tricks for successful follow-up on unscheduled treatment plans. Learn the ideal case acceptance rates for symptomatic, asymptomatic, and elective care plans. He’ll also be providing practical advice on how to implement a systematic approach that ensures patients receive the care they need in a timely manner.

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  • 00:00:27 – Introduction to the episode
  • 00:01:00 – Announcement about upcoming MBA

Today’s Clinical tip 

  • 00:04:04 – Dr Luba on Endodontic Technique

Coaching in action

  • 00:08:10 – Gary and Naren talk about the importance of having a proper system to get patients scheduled.

Gary talks about dental membership plans

  • 00:12:01 – Case acceptance for symptomatic treatment plans
  • 00:13:44 – Case acceptance for asymptomatic treatment plans
  • 00:15:06 – Case acceptance for comprehensive/elective care plans
  • 00:17:33 – A system for following up on unscheduled treatment plans
  • 00:23:39 – The importance of benefit statement during followup
  • 00:25:38 – An advanced system for patient scheduling

Q&A Segment

  • 00:28:10 – Question 01 -Per your suggestion, I am going to start a follow-up system for unscheduled treatment plans and I will start with the most recent patients. But how far back should I go?
  • 00:32:42 – Question 02 – Like many practices today I am short handed at the front desk. I don’t want to give up on follow up on unscheduled treatment plans. Any suggestions?
  • 00:36:15 – Question 03 – I have heard you talk about using “benefit statements” when following up. Can you provide me some examples of benefit statements I can introduce to my team?
  • 00:42:33 – Question 04 – It seems like my admin team members are often overwhelmed by checking patients in, checking patients out, and relentless phone calls. How can I set up a system so they have dedicated time without distraction to follow up on unscheduled treatment plans?


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Gary Takacs

Gary Takacs Gary became a successful practice owner by purchasing a fixer-upper practice and developing it into a world-class dental practice. He is passionate about sharing his hard-earned insights and experiences with dental practices across the globe.

As a dental practice coach, Gary provides guidance for dental professionals on how to create a healthier practice style that lets them deliver excellent patient care while reducing depending on insurance.

More importantly, Gary’s insights are not just based on theory – as a co-owner of a dental practice, he has first-hand experience in making this transformation from a high-volume and low-fee insurance model to a fee-for-service approach that is more sustainable and promotes a patient-centric and financially healthy dental practice, and he is dedicated to sharing this knowledge with other dental practitioners via the popular Thriving Dentist Show!
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Podcast Assistance by Jodey Smith, Rodecaster Expert