Build your schedule on the needs of the practice while acknowledging patient history, including treatment acceptance, scheduling and keeping appointments. To do this, you’ll need to build rapport with patients, improve treatment presentation communication skills, convey the value of the dental treatment provided, and establish strategic scheduling protocols.
Key indicators of patients’ value for oral health can guide us on how to schedule them in a way that works for both them and the practice. How much value patients put in their dental care is often dictated by their current life circumstances.
For example, college students may not be as active in the practice due to their school schedule. We know from experience that pre-scheduling a 6-month hygiene appointment may not be ideal since students won’t have their class schedule that far in advance. Post-graduation, the same patient may have the financial resources and regular schedule to accommodate pre-scheduled visits.
Managing patient appointments using a category or classification system is a time-tested approach. Over 60 years ago, L.D. Pankey, D.D.S. created a classification of dental patients based on “the patients’ wants and needs (circumstances) concerning dentistry, their appreciation of and willingness to participate in high-quality dental care and their ability to pay a fair fee.” Since then, many other systems have been developed within the dental industry.
To quickly see results in your efforts to minimize cancellations and no-shows, we recommend dividing patients into two simple categories: planners and waiters. Planners are patients who value their dental care and plan ahead. Planners pre-book hygiene appointments three, four or six months out and generally honor the time commitment they have made. These patients can be offered more appointment options.
The second category, waiters, value dentistry less and do not plan ahead. They may schedule a time but cancel at the last minute or fail to show up for a variety of reasons, such as fear, finances or forgetfulness. Waiters should be offered appointments convenient for the practice, such as time slots that are difficult to fill, or simply be put on the short-call list.