10/13/2026
Treatment coordinator script for the opening of a dental consultation.
Doc, make your treatment coordinator open with these 3 lines so the patient hears a guide, not a salesperson:
1. Welcome, I’m your advocate, and here is what we’ll do today.
2. The roadmap: what brought you in, your scans with the doctor, then the treatment plan and the financials.
3. “Does that outline work for you?”
A yes means the patient agreed to the agenda, so the money talk is no surprise. It also surfaces objections early, not an hour in.
This is part one of the How to Close More Treatment Plans series. Follow for part two: the six discovery questions.
This is a script, not medical, legal or financial advice. Have your doctor and counsel review anything you use.