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Learn how to raise case acceptance by reducing confusion and building trust during patient handoffs.
Discover the C.L.E.A.R. framework and gain practical tools to create smooth handoffs and secure appointments.
Equip yourself with scripts, objection responses, and scorecards to effectively address cost or scheduling objections.
About the Digital Download
This guide is designed for dentists, treatment coordinators, and front desk teams who want to enhance patient transitions and increase case acceptance. It provides practical tools, including the C.L.E.A.R. framework, scripts, objection responses, and scorecards, to ensure smooth handoffs and secure appointments before patients leave.
Meet Your Expert Coach
Hi, I’m Kyle Summerford, and for over two decades I’ve been helping dental practices turn hesitant “let me think about it” patients into confident “yes” decisions. As a dental office manager, financial consultant, and founder of the Dental Office Managers Community, the #1 online resource for dental managers—I’ve coached teams across the country on building trust, presenting treatment with confidence, and overcoming patient objections without feeling pushy. I know exactly what it’s like to struggle with case acceptance, insurance barriers, and the pressure of meeting production goals, because I’ve been in your shoes. That’s why I created this free strategy packet: to give you the same tools, scripts, and frameworks that have helped my clients consistently increase treatment conversions and grow their practices. If you’re ready to boost your patient acceptance rates, remove the guesswork, and finally feel confident in every case presentation, you’re in the right place.
What People Are Saying
Read what others have to say about how this guide has helped them improve patient handoffs and increase case acceptance.
Kyle’s guide transformed our chair-to-front handoff. Patients no longer get lost in the transition from the operatory to the front desk. The consistency has boosted our case acceptance and made patients feel cared for every step of the way.
Office Manager – San Antonio, TX
Kyle’s approach to the chair-to-front handoff made a huge difference in our practice. The communication between clinical and front office staff is seamless now, and our acceptance rates are at an all-time high.
Treatment Coordinator – Tampa, FL
We always struggled with keeping treatment recommendations clear after patients left the chair. Kyle’s strategies gave us a system that ensures nothing gets missed. Our team feels confident, and patients commit to treatment faster.
Practice Administrator – Portland, OR
This guide gave us the missing link in our patient experience. The handoff process is smooth, professional, and supportive. Patients leave the chair knowing exactly what’s next, and our scheduling has never been more efficient.
Dental Operations Director – Denver, CO
Start Improving Patient Transitions Today
Download your free guide now and learn how to create smooth handoffs, handle objections, and secure appointments with confidence.
Get your free download now