Capture the reason they reached out
Do not hand off only a name and phone number. Capture treatment focus, main concern, timing, location fit, price question, proof they saw, and the source page or campaign.
Consult handoff
Implant and Veneer Consult Handoff Checklist
Use this checklist when a qualified opportunity books. It helps the front desk pass the right context to the treatment coordinator or doctor so the consult starts warmer and more useful.
Benchmarks are directional and should be validated against each clinic's market, offer, follow-up speed, and treatment economics.
Prepare the consult conversation
Before the consult, the coordinator should know whether the patient is asking about dentures, missing teeth, full-arch, smile design, old dentistry, event timing, financing, or a second opinion.
Close the feedback loop
After the consult, record whether the patient showed, what treatment was discussed, what stopped acceptance, and which marketing source created the opportunity.
How to use this week
This page is meant to help an implant or veneer clinic make one concrete improvement, not just read another marketing article.
Pick one treatment goal for the week: implant consults, full-arch consults, veneer cases, or better follow-up quality.
Assign one owner for the action: doctor, coordinator, front desk, marketing lead, or clinic owner.
Review the result in the next weekly meeting by qualified opportunities, booked consults, show rate, accepted cases, or rejected reasons.
Handoff fields
| Field | Implant use | Veneer use |
|---|---|---|
| Treatment focus | Single implant, full-arch, dentures, failing teeth | Veneers, smile makeover, old dentistry, whitening alternative |
| Main concern | Cost, fear, timing, financing, second opinion | Natural look, price, number of teeth, event timing |
| Proof seen | Planning, doctor video, financing page, case context | Smile-design proof, doctor style, before/after context |
| Next step | Consult confirmation and preparation | Cosmetic consult expectations and prep |
| Outcome | Show, treatment proposed, accepted/rejected reason | Show, treatment proposed, accepted/rejected reason |
FAQs
Who should use this checklist?
The front desk, treatment coordinator, or anyone responsible for turning a marketing inquiry into a prepared consult.
Why does handoff matter for marketing?
If consult outcomes never get back to marketing, campaigns keep optimizing for clicks or forms instead of accepted treatment opportunities.
Should this replace CRM notes?
No. It is a simple structure for the most important notes that should be captured consistently in the CRM or lead tracker.