Are you making the most of every new patient consultation in your orthodontic practice? Welcome to Practice Talk, the podcast where we dive into the people and processes that power successful orthodontic practices. Today, Lacie Ellis is joined by Linda Lindsay, a seasoned professional who redefines the role of the Treatment Coordinator as a Consultation Concierge. Linda shares how her personalized approach transforms the new patient experience—from the moment they walk in to how payment options are presented, even when a spouse isn’t present. Tune in as and explore the importance of gathering the correct information before the first visit, offering free consultations, and ensuring patients feel truly seen, heard, and supported throughout their orthodontic journey.

 IN THIS EPISODE: 

• (00:00) Introduction: Meet Linda Lindsay
• (01:41) Linda defines her role as a Consultation Concierge and how it elevates the new patient experience in orthodontics.
• (05:39) The importance of gathering key information before the patient arrives to create a personalized and seamless new patient experience.
• (09:48) Linda shares the benefits of offering a free consultation and flexible financial options
• (13:59) What to do when the doctor speaks over the patient’s head
• (17:37) The value of taking a proactive approach in orthodontics by presenting all payment options upfront

KEY TAKEAWAYS: 

• In an orthodontic office, the role of a Consultation Concierge enhances the new patient experience by offering a warm, personalized welcome, complete with greeting boards and guided office tours that make new patients feel comfortable and valued from the start.
• Reviewing patient records in advance and customizing interactions based on body language and individual needs allows the Consultation Concierge to build meaningful connections and support confident treatment decisions, elevating the overall new patient experience in orthodontic care.
• A proactive follow-up approach, including flexible financial options like interest-free payments and discounts, helps orthodontic practice patients feel informed, supported, and ready to start treatment without delay. This is key to a successful new patient experience.

RESOURCE LINKS

People + Practice  - Website

Practice Talk Podcast - Free Downloads

The Smile Team at Hughes Orthodontics

KEYWORDS: Orthodontics, Consultation Concierge, New Patient Experience, Hughes Orthodontics, Patient Greeting, Welcome Board, Office Tour, Patient Engagement, Treatment Coordinator, Financial Options, Free Consultation, Patient Reviews, Body Language, Insurance Verification, Follow-Up Strategy, new patient consultation, Consultation, orthodontic practice, Dental Practice, Consultation Concierge, payment options, flexible payment options, body language, individual needs, confident treatment decisions