01
The Missing Step After "Yes"
Incomplete finances No clear owner Three weeks later… Partial scheduling Financial arrangements were discussed but never Everyone assumed someone else would schedule the…
Free Guide
Your Patients Said Yes… So Where Did the Treatment Go?
How Dental Office Managers Can Find the Gap Between Case Acceptance, Scheduling, and Completed Treatment Case acceptance isn't the finish line. Scheduled treatment is what actually moves the practice forward. A Practical Guide for Dental Office Managers, Treatment Coordinators, Scheduling Coordinators, and Practice Leaders
- ✓ The Missing Step After "Yes"
- ✓ $45K $38K
- ✓ The Treatment Funnel
- ✓ Diagnosed: Is Enough Treatment Entering the
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Inside the guide
What's inside Your Patients Said Yes… So Where Did the Treatment Go?
How Dental Office Managers Can Find the Gap Between Case Acceptance, Scheduling, and Completed Treatment Case acceptance isn't the finish line. Scheduled treatment is what actually moves the practice forward. A Practical Guide for Dental Office Managers, Treatment Coordinators, Scheduling Coordinators, and Practice Leaders
02
$45K $38K
$100K $75K Stop Looking at Case Acceptance Alone Treatment Scheduled Treatment Completed made it onto the books.
03
The Treatment Funnel
→ Accepted Diagnosed Completed Scheduled Presented → Think about treatment as a funnel — a sequential progression where each stage depends on the one before it.
04
Diagnosed: Is Enough Treatment Entering the
Funnel? PMS Documentation Patient Volume New Patient Flow Hygiene Exams Provider Days patients being seen for comprehensive completion rate schedule density exams…
05
Presented: Did the Patient Actually Receive the
Conversation? Payment Options Clear Next Step What a Complete Presentation Includes The First Funnel Leak Clear Explanation Financial Estimate Questions Answered…
06
Accepted: What Does "Yes" Really Mean?
Financing Pending Fully Committed "Yes, I want to do it" Needs to Discuss Waiting on Insurance Not every "yes" means the same thing.
Meet Kyle Summerford
Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.
As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.
This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.
Don't wait to put this guide to work.
Complete the form to receive the free guide and start putting it to work in your practice.