Second opinions are common in health care; whether a doctor is sorting out
a difficult case or a patient is not sure what to do next. In the context of our magazine, the first opinion will always belong to the reader. This feature will allow fellow dentists to share their opinions on various topics, providing
you with a “Second Opinion.” Perhaps some of these dentists’ observations will change your mind; while others will
solidify your position. In the end, our goal is to create discussion and debate to enrich our profession.
–– Thomas Giacobbi, DDS, FAGD,
Dentaltown Editorial Director
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If I’ve heard it once, I’ve heard it a thousand times; “The key to case acceptance is raising the patient’s dental IQ.” Throughout my entire career in dentistry, I learned that patient education is the “holy grail” of case acceptance. I recently walked through the exhibitor booths at a major dental meeting and saw all the DVD- and multi-media-based patient education tools, and heard vendors promise how their system will raise the dental IQ and educate patients into case acceptance.
Let me ask you this – is it true? Is raising the dental IQ the magic pill of case acceptance? Is it unthinkable within the culture of dentistry to suggest that in the challenge of case acceptance, patient education is not king of the hill? My experience of the last 30 years is this – for routine care dentistry totaling $3,500 or less, patient education is key. For complex-care dentistry with fees in excess of $3,500, raising the dental IQ is not the critical contributing factor of case acceptance. Let’s look at why:
Who’s Going Kayaking?
Imagine you’re a 46-year-old father, and your 14-year-old son comes to you with an outdoors magazine, shouting, “Dad – this is so cool!” He’s pointing to an ad for a whitewater kayaking trip: six days on the river, camping, a guide, the works. “How much is it?” you ask cautiously. “$6,500,” he replies. $6,500! You’ve got estimated taxes due, your wife’s car needs a new transmission… but you look at your boy’s face shining with excitement and you say, “OK, let’s do it,” and your son is thrilled.
The next day you bite down hard and break off the cusp on tooth #30 and a sharp edge is cutting your tongue. Now, you’re a normal person, you haven’t been to the dentist in about five years, so you ask your wife, “Honey, where should I go to the dentist?” She says, “Go to Dr. O’Malley. That’s where I take the kids.” So you go see Dr. O’Malley. Well, Dr. O’Malley’s just been to the “Institute of the Milky Way” and he’s all fired up. You walk in his office and the first thing they do is read you their mission statement and give you a tour of the office. Then they start the complete examination. They take a mouthful of radiographs, study models and photos and begin to pound in the patient education process. They spend 45 minutes with you after the examination – explaining to you all the stuff that’s wrong with your teeth, how they got that way, and show you three ways to fix a dozen different things. You don’t really understand much of what they’ve said, but they give you a nice flower.
You go back a week later for the case presentation, and it’s magnificent. There’s a big color monitor up in the consultation area with the before-and-after photographs and models, and the dentist goes into a tooth-by-tooth description and does a smile analysis, and he’s very excited. Finally you ask, “Doc, how much does this cost?” and he says “$6,500.” Now let me ask you, what’s going to win – the dentist or the kayak trip? One hint… it’s not the dentistry!
Here’s the question you need to ask when practicing complex care dentistry: “How many of my patients are going kayaking?” What’s the answer? They all are. From their point of view, patients have much better things to do than give their time and money to you. Instead of focusing on raising their dental IQ to what they need, why they need it, and how you’re going to do it, learn how to discover what’s going on in their lives and how complex-care dentistry fits into their lives either now or later. Educating them that they need to fit their lives into our complex-care dentistry doesn’t work. How do I know? You’ve proven it, haven’t you?
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Inside-out Versus Outside-in
The traditional method of case acceptance (raise the dental IQ) is an “inside-out” process; that is, we begin by studying the inside of the patient’s mouth (examination, diagnosis, treatment plan). Then after we go through the consultation process, we learn about what’s happening outside the patient’s mouth (budget, work schedule, time, etc.) And usually it’s these fit and readiness issues determining the course of our treatment plan. For uncomplicated dentistry with a fee of $3,500 or less, an inside-out approach works well. The fees and time in treatment are such that most patients can proceed without undue hardships or inconveniences.
To make the process of complex-care case acceptance much easier on you and your patient, employ an “outside-in” process. Start by understanding what’s happening outside the patient’s mouth (their fit and readiness issues). Only after we have an understanding of how complex dentistry might fit into their lives do we begin to discuss details about the inside of their mouths.
An excellent example of an outside-in sales process is the purchase of a home. Imagine you and your significant other decide to buy a new house. You go to a realtor and, just a few minutes into the conversation, you’re talking about price range, neighborhood, schools, proximity to work, financing, and down payment. These are all “big picture” outside-the-home issues. Once you settled on the broad outside-the-home issues then, and only then, does it make sense to begin discussing the detailed inside-the-home issues such as room size, carpet and tile selection, lighting, etc.
Now imagine you and your significant other go to the realtor, but this time he or she is a former dentist. As soon as you sit down, the realtor begins discussing inside-the-house issues and shows you photographs of tile samples and begins to explain the difference between cement slabs vs. crawl-space foundations. What would you think? You’d think about finding another realtor! How many of your patients, after experiencing your inside-out process, found another dentist?
Case acceptance for complex-care dentistry is an outside-in process. Get the big picture of what makes sense for your patients first, and then get into the appropriate details. You’ll save an incredible amount of time, both for you and your patient, and you won’t blow patients out of the water – and out of your practice – anymore.
The Concept of “Fit”
Dentists who are smart leaders take the time to learn what’s going on in the lives of their patients, especially those patients considering rehabilitative dental care. Knowing how your recommendations for complete-care dentistry fit into the current or foreseeable events and circumstances of your patient’s life is a mandatory leadership skill for practicing complete-care dentistry. Major fit issues include finances, work schedules, special current events, travel, stressors, health factors, significant emotional issues; in short, any issues dominating the patient’s energy/attention. When you present complex-care dentistry, it’s got to fit into the patient’s life. Think about it. If you offer most people a $10,000 treatment plan, something in their life has to happen. People need to wait to get their tax refund, wait for a child to graduate from college, get more settled in their new job, or take a much-needed vacation.
Fit issues are not as critical for patients needing simple care. With an $800 treatment plan, for example, insurance will pick up most of the cost or the patient can put that amount on his or her credit card. But $10,000? That’s got to fit into your patient’s life. Without “fit,” there’s no case acceptance, regardless of the level of dental IQ or your zeal for patient education.
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Discovering What’s Going on in Your Patients’ Lives
Your team often knows what’s going on in the patient’s life. How do they know? They talk. They chit-chat with the patients. They make friends. Another purpose of chit-chat is to learn about those fit issues in your patient’s life impacting their treatment decision. When chit-chat is done on purpose I call it fit-chat – an indirect way of discovering patient fit issues.
When you fit-chat, be curious and listen more than talk. Listen to how they spend their time and what’s creating stress in their lives – health, money and/or family issues. If they mention something you believe might influence a treatment decision, be curious, listen attentively and get them to talk more about it. Through indirect fit-chat, you’re going to discover what’s going on in a patient’s life.
Some patients don’t fit-chat well. They’re simply not talkers. I’m that way. When I get my hair cut, the last thing I want is a chatty experience. When you have a
complex-care patient who won’t fit-chat, you can try a more direct approach to discovering fit issues.
Here’s an example of a direct approach:
Kevin, I know from the line of work you’re in that you’re busy and travel quite a bit. I also know you’re aggravated by food trapping around your lower partial denture. Let’s talk about your choices and how we can best fit your dentistry into what’s going on in your life. Is now a good time to talk about that?
Here’s another example of a direct approach:
“Kevin, most people like you are busy, on-the-go, and have lots of irons in the fire. I need to know if any of these irons are affecting how much stress you’re under, how much time you can spend here with us, or if there are financial issues I need to consider when planning your care. I want to reassure you that I’m very good at helping patients fit their dentistry into what’s going on in their life.”
Whether you’re using an indirect fit-chat or a direct approach to discovering fit issues, an absolute prerequisite to a comfortable conversation is for you to have a connected communication style. This means you hold good eye contact, listen carefully and patiently; you maintain a conversational tone of voice and your speaking rate is relaxed. Be sure to pause long enough to let what you’re saying sink in. If you attempt to use a direct approach to fit issues but have a disconnected style (don’t look the patient in the eye, speak too quickly, don’t listen attentively), your conversation may be perceived as being inappropriate, unprofessional, and a slimy way to diagnose their pocketbook.
Personal Fit Issues
At times, there might be a single issue in the patient’s life that is the dominating factor affecting all other decisions. This is called the personal fit issue. Examples of personal fit issues are divorce, marriage, graduation, home purchases, new jobs, losing a job, significant health issues, moving, births, and deaths. Patients will be sensitive about personal fit issues. If a member of your team discovers an issue, be sure he or she asks the patient’s permission to share it with you: “Kevin, I’m sorry you’re going through a divorce. With your permission I’d like to mention this to Dr. Borchert. He’s very good at helping patients fit their dental needs into their current circumstances.”
Personal fit issues are not necessarily negative things in our patients’ lives. Any issue, positive or negative, that consumes the patient’s energy, time, money, attention, or emotions is a personal fit issue and personal fit issues always impact complex-care. Such issues might keep patients from accepting complete dentistry, or might be the reason why they’re ready to do it now.
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For example, during your initial conversations with Kevin he mentions he’s in the middle of a custody battle for his children. Obviously this is a fit issue consuming an enormous amount of Kevin’s energy, focus, time, money, and stress. It might be that having his teeth fixed is exactly the thing Kevin needs to boost his morale and do something nice for himself. Or, if you ignore this significant fit issue in his life and recommend a full-mouth rehabilitation, it might make Kevin leave your practice.
Our role is to acknowledge his personal fit issue and help him decide how to best proceed with his care. When possible, mention the personal fit issue in treatment conversations. Acknowledging fit issues is not inviting the patient to postpone care. (I’ve been accused more than once during a seminar by some irate dentist who has said, “Hey Homoly, aren’t you just reminding patients of their problems and just begging them to put things off?”) Patients aren’t “reminded” of their problems, they’re already well aware of them! Acknowledging their personal fit issue in the treatment plan demonstrates that you have a tremendous level of awareness, empathy, and common sense.
Go Home and Think About It
How many times do patients who need care and seem interested in that care postpone or cancel their appointments? If the patient has a personal fit issue and you’re unaware of it – or are aware but don’t mention it – and you’ve recommended a significant amount of dentistry, chances are great the patient will “go home and think about it.” But if you’ve openly dealt with their personal fit issue(s) and demonstrated your willingness to work with them, chances are very good they will pursue treatment with you.
The reality of complex-care case acceptance is that most people need to get their houses in order before they can start major dental work – but how many times have you chalked off their behavior to their low dental IQ? Don’t let educating patients interfere with understanding patients and how your dentistry must fit within their lives.
This article is an excerpt from Dr. Homoly’s book, Making it Easy for Patients to Say “Yes.” It has been edited for length and style.
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