Monday, April 9, 2018


WHEN A PATIENT LEAVES YOUR PRACTICE


Virtually every dental practice has received requests for patient records to be sent to another practitioner. How do you and your staff handle such requests? Send the records and forget about that patient? Send the records and agonize over the reason that patient is leaving your practice? Seek information about the reason for the departure?
Reasons for the transfer to another practice are limitless. Perhaps the patient is moving, either across town or to another state. Another dentist may have attracted attention with his/her superior online marketing and vibrant social media presence. Maybe there has been a misunderstanding about treatment, fees, third party payments, scheduling, or other procedures, or a patient’s employer may have joined a managed care plan in which you do not participate. On and on…some transfers are beyond your control; others call for analysis.
While losing a patient may be unpleasant, it does provide an opportunity to analyze and rectify problems that caused the loss. With a properly worded letter addressed to the patient via email or USPS, valuable information may be gained that leads to solutions. If you decide to seek information about a patient’s transfer, agree with staff that the team will not react defensively or get angry about negative comments; rather, the patient’s input will be used to address difficulties or miscommunications and to eliminate problems.
Edit the following letter to meet the needs and style of communication used in your office.
Dear __________,
We have received a request from Dr. ______ for your dental records. (Or—We have made note of your request for the transfer of your dental records from our office to that of Dr.______.)  The records will be sent immediately.
We have appreciated the opportunity of providing your dental care since (year), and we have sincerely enjoyed your being our patient. We like knowing that we have contributed to your dental health and well-being.
We cannot help wondering if some problem or unanswered need has caused you to seek care elsewhere. We strive to be courteous and friendly with all our patients while providing the finest dental care with the latest procedures, technologies, and materials. If we unknowingly offended you or failed to answer questions or concerns, please take time to let us know. Pertinent feedback from involved patients allows us to correct misunderstandings and apologize for any problematic situations.
We care about the maintenance of your oral health in years to come. If there is any way we may be of service to you (or your family) in the future, please contact us. We will welcome your return as a patient at any time.
Sincerely,
Dr. ________ and Staff

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