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AAO Annual Session 2020 - On-Demand

Setting the Scene for Successful New Patient Exams

May 2, 2020 1:15pm ‐ May 2, 2020 2:15pm


Telling a great story is both an art and a science; you have to master the emotional element to attract an audience and make a connection, but you also must carefully develop your plot to keep them interested up until the very end. Every New Patient Exam is a chance for the Treatment Coordinator and the staff to tell the story of how your practice can help the potential patient sitting in front of you! Using a methodical approach combined with the right mix of personal connection, you can make the most of those sixty minutes to lead a patient towards starting a new chapter by saying yes to treatment.

Learning Objectives:

  • Identify the steps needed to strategically plan the timing of the New Patient Exam for optimal effectiveness.
  • Examine the parallels between storytelling and the New Patient Exam.
  • Demonstrate the best ways to build rapport, earn trust, and obtain commitment to reach a positive outcome in your New Patient Exams.


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