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Resolve Dental Consultancy

Treatment Plan Presentation Scripts 2026

Treatment Plan Presentation Scripts 2026

$49.00 AUD
$49.00 AUD
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The Complete Guide for FOC and TCO Teams to Present Treatment Plans with Confidence

Case acceptance is not a sales metric. It is a clinical outcome metric. When a patient declines treatment they need, their health suffers. The gap between a patient who understands their treatment plan and says yes — and one who leaves confused and never books — is almost always the conversation at the front desk.
The Treatment Plan Presentation Scripts 2026 is the complete guide for Front Office Coordinator and Treatment Coordinator teams to present treatment plans with clarity, confidence, and genuine care — covering in-person scripts, phone follow-up scripts, objection handling, cost conversations, a language guide, and a case acceptance tracking dashboard.
The guide is structured across 5 parts:
Part 1 — The Philosophy Behind Treatment Plan Presentation The mindset shift that changes everything: this is not sales, it is patient care. Covers the four things practices with the highest case acceptance rates have in common — Prepare, Educate, Empathise, Close — and the AHPRA compliance rules for what FOC and TCO team members can and cannot say when presenting a treatment plan.
Part 2 — In-Person Treatment Plan Presentation A complete 6-stage in-person framework:
  1. Prepare before the patient reaches the desk — what to review in the 60 seconds before the conversation starts, and why preparation is everything
  2. Open with warmth — not the bill — the exact opening scripts for coming from the surgery to the desk, with clear examples of what to say and what to avoid
  3. Explain the treatment — then the reason — then the cost — the WHAT / WHY / WHAT IF sequence that significantly increases case acceptance, with full scripts for a single crown and a multi-item treatment plan
  4. Introduce the cost with confidence — how to state the fee clearly and calmly, health fund language (including the rule on never guaranteeing a rebate amount), and the HICAPS conversation script
  5. Ask for the booking — the exact closing scripts for a standard booking and for a patient who wants to think about it, plus the rule on always offering two specific appointment times
  6. Send the written treatment plan — a ready-to-use follow-up email template with subject line, treatment summary format, and health fund rebate language
Part 3 — Phone Follow-Up Scripts for Outstanding Treatment Scripts for following up patients who have been given a treatment plan but have not booked:
  • First follow-up call — within 2 weeks of appointment
  • Second follow-up call — 4 to 6 weeks after appointment, for treatment with genuine clinical urgency
Objection Handling — 6 ready-to-use responses for the most common patient objections:
  • "It's too expensive right now"
  • "I need to check with my husband/wife first"
  • "I'm not sure I really need it done right now"
  • "I had a bad experience at the dentist before"
  • "I'll call back to book"
  • "I'm getting a second opinion"
Part 4 — Language Guide: Words That Build Trust A 10-swap language guide showing exactly which words and phrases to avoid and what to use instead — covering cost language, clinical recommendation language, anxiety language, and closing language. Small language changes with a disproportionate impact on patient response.
Part 5 — Tracking Case Acceptance A weekly case acceptance tracking dashboard with 7 metrics — treatment plans presented, same-day booking rate (target above 60%), follow-up calls made, bookings generated from follow-up, total treatment plan value presented, total value booked, and overall case acceptance rate (target above 70%).
Who this is for:
  • Front Office Coordinators responsible for presenting treatment plans and following up outstanding treatment
  • Treatment Coordinators who want a structured, scripted approach to case acceptance conversations
  • Practice Managers who want a consistent, AHPRA-compliant treatment plan presentation system across the whole team
  • Practice Owners who want to improve case acceptance rates without pressuring patients
📄 Format: 11-page editable Microsoft Word document (.docx) — fully customisable with your practice name, dentist names, phone number, and fees
⬇️ Instant digital download — available immediately after purchase
🦷 Built for Australian dental practices — AHPRA advertising compliant
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