01
The Missing Step After "Yes"
Incomplete finances, no clear owner, partial scheduling. Everyone assumed someone else would schedule the patient.
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
By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.
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- ✓ The Missing Step After "Yes"
- ✓ The treatment funnel: diagnosed, presented, accepted, scheduled, completed
- ✓ Accepted: what does "yes" really mean?
- ✓ Is enough treatment being diagnosed?
Inside the guide
What you'll get from this guide
How Dental Office Managers Can Find the Gap Between Case Acceptance, Scheduling, and Completed Treatment
02
Stop Looking at Case Acceptance Alone
Track treatment scheduled and treatment completed next to case acceptance.
03
The Treatment Funnel
Treat every case as a funnel and find the step where patients drop off.
04
Diagnosed: Is Enough Treatment Entering the Funnel?
Patient volume, new patient flow, hygiene exams and provider days.
05
Presented: Did the Patient Actually Receive the Conversation?
A complete presentation has a clear explanation, a financial estimate, payment options, answered questions and a clear next step.
06
Accepted: What Does "Yes" Really Mean?
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.
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