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Using Menu-Based Treatment Plans to Improve Case Acceptance
Using Menu-Based Treatment Plans to Improve Case Acceptance
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Episode Description
Do your patients feel overwhelmed when you explain treatment options—and then fail to follow through? Many podiatrists unintentionally overload patients with too many recommendations at once, leading to confusion, poor compliance, and stalled outcomes.
In this episode of Podiatry Practice Mastery, we break down a practical framework inspired by Money Models by Alex Hormozi: the Menu Upsell. You’ll learn how to simplify treatment conversations using structured treatment sheets, phased care, and A/B choices—helping patients decide confidently while improving efficiency, outcomes, and revenue consistency in your practice.
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Timestamps
• [00:00] Introduction and why treatment overload hurts patient compliance
• [01:15] Overview of Money Models and the “Menu Upsell” concept
• [02:05] Why traditional verbal treatment explanations fail patients
• [03:05] Using treatment sheets as a visual “menu”
• [03:55] Categorizing treatments: inflammation, tightness, and load reduction
• [04:40] Step 1: Unselling what the patient does not need
• [05:35] Step 2: Prescribing what is needed (and what can be sourced elsewhere)
• [06:20] Phase 1 vs. Phase 2 treatment framing
• [07:05] A/B choices: guiding decisions without yes/no questions
• [08:00] Prepay options, scheduling efficiency, and treatment completion
• [08:35] Final thoughts on confidence, pricing, and patient outcomes
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Key Takeaway
Simplifying treatment plans into a clear “menu” with phased care and A/B choices reduces patient overwhelm, improves case acceptance, and strengthens your confidence in recommending higher-value care.
⸻
Conclusion
This menu-based approach isn’t about being salesy—it’s about clarity, structure, and helping patients commit to what will actually get them better. If you’ve tried treatment sheets, phased care, or A/B choices in your practice, share what’s worked (or hasn’t). Let’s keep refining systems that improve both patient outcomes and practice sustainability.
View all episodes
By Don Pelto, DPM
5
1414 ratings
Using Menu-Based Treatment Plans to Improve Case Acceptance
⸻
Episode Description
Do your patients feel overwhelmed when you explain treatment options—and then fail to follow through? Many podiatrists unintentionally overload patients with too many recommendations at once, leading to confusion, poor compliance, and stalled outcomes.
In this episode of Podiatry Practice Mastery, we break down a practical framework inspired by Money Models by Alex Hormozi: the Menu Upsell. You’ll learn how to simplify treatment conversations using structured treatment sheets, phased care, and A/B choices—helping patients decide confidently while improving efficiency, outcomes, and revenue consistency in your practice.
⸻
Timestamps
• [00:00] Introduction and why treatment overload hurts patient compliance
• [01:15] Overview of Money Models and the “Menu Upsell” concept
• [02:05] Why traditional verbal treatment explanations fail patients
• [03:05] Using treatment sheets as a visual “menu”
• [03:55] Categorizing treatments: inflammation, tightness, and load reduction
• [04:40] Step 1: Unselling what the patient does not need
• [05:35] Step 2: Prescribing what is needed (and what can be sourced elsewhere)
• [06:20] Phase 1 vs. Phase 2 treatment framing
• [07:05] A/B choices: guiding decisions without yes/no questions
• [08:00] Prepay options, scheduling efficiency, and treatment completion
• [08:35] Final thoughts on confidence, pricing, and patient outcomes
⸻
Key Takeaway
Simplifying treatment plans into a clear “menu” with phased care and A/B choices reduces patient overwhelm, improves case acceptance, and strengthens your confidence in recommending higher-value care.
⸻
Conclusion
This menu-based approach isn’t about being salesy—it’s about clarity, structure, and helping patients commit to what will actually get them better. If you’ve tried treatment sheets, phased care, or A/B choices in your practice, share what’s worked (or hasn’t). Let’s keep refining systems that improve both patient outcomes and practice sustainability.