Beyond the Drill: Creating a High-End New Patient Experience

At my practice, delivering a personalized, high-end experience for every patient is one of my top priorities. Our philosophy is rooted in efficiency, technology, and, most importantly, genuine connection. My team and I work together to ensure every patient feels truly seen, heard, and cared for.

In the first of three sessions in this new course, Beyond the Drill, my team and I share the exact step-by-step strategies we use to create an exceptional new patient experience.

Here’s what we covered in Session One:

1. New Patient Intake System: We’ve developed a streamlined process that begins with our New Patient Call Sheet to capture essential details like contact info, appointment type, referral source, and personal notes. We use a consistent call script to build rapport, communicate the value of our practice, and explain key policies. Digital forms are sent via text or completed in-office on an iPad—everything syncs in real time with our dental software.
   

2. Advanced Diagnostics for First Visits: From CBCT scans and digital photos to intraoral scans, we use a comprehensive diagnostic approach. AI-driven tools like Diagnocat elevate our findings and help us create clear, personalized treatment plans that patients can easily understand.
   

3. Visual Treatment Planning: We use digital mock-ups to help patients visualize the outcome of their treatment—building both trust and excitement about moving forward.
   

4. Efficient Internal Communication: Quick communication tools like radios allow my team to stay connected without interrupting the flow of the day.
   

5. Time-Saving Patient Follow-Ups: Pre-recorded messages help us stay in touch with patients efficiently, without compromising the personal touch.
   

6. Waiting Room Digital Displays & Storybooks: We keep our waiting area engaging with rotating digital content—social media highlights, before-and-afters, fun facts—and a beautifully designed photo book that showcases our practice philosophy, services, and real patient transformations.
   

7. Referral Incentive Program: We use “Care to Share” cards and other referral tools to thank both patients and team members for spreading the word about our practice.
   

8. Branded Welcome Gifts: High-quality, practical gifts like tote bags or water bottles reinforce our brand and make a memorable first impression.
   

Want access to the exact templates, scripts, products, and systems we use for each of these steps? That’s what Session One of Beyond the Drill is all about.

You can watch the first session on-demand and get everything you need to implement this in your own practice.

Upcoming Sessions:

Session Two Monday, April 28th at 8:00 PM EST This session is all about treatment presentation and case acceptance—especially for larger, more complex cases. I’ll walk you through how we present treatment, manage financial discussions, track case progress, and streamline internal communication. You’ll get downloadable forms, templates, and practical takeaways your whole team can use.

Session Three Tuesday, May 27th at 8:00 PM EST In our final session, we focus on scheduling, payments, and pre-blocking. I’ll show you what happens after a patient accepts treatment—how we follow through, coordinate next steps, and ensure the patient experience I’ve envisioned is executed with consistency and excellence by the entire team.

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At the heart of this course is one key message: as the doctor, you set the vision—but it’s your team that brings it to life. That’s why clear communication and alignment are essential to creating a truly seamless, high-end experience at every step.

All sessions are recorded and available on-demand, so your team can watch at their convenience. Best of all—one registration gives your entire office access!