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Corey + Then Periodontics and Dental Implants

South Portland, Maine

Case Study: Integrating Patient Education into the Referral Experience

Practice owner Dr. Peter Then and associate clinician Dr. Adam Saltz have always understood the importance of communication when it comes to the patient experience. It took the pair no time at all to recognize the extraordinary potential of Patient Education when they both become Spear Online members.

"My treatment coordinator Sydney Hall says 'every patient deserves the same experience,' and I believe that's what Patient Education allows us to provide." says Dr. Then. "But to get the team to buy in and make it work, you have to be ready to lead."

He, along with Dr. Saltz and his practice team, have established a framework that helps them deliver a better patient experience through Patient Education. Learn more about how they did it.

“With Patient Education videos, we can illustrate the short- and long-term benefits of care. When patients have already seen those videos at the referral office, that consistency establishes continuity of care and trust.”

Adam Saltz, D.M.D., M.S., M.P.H.
Associate Practitioner, Corey + Then

Practice Perspectives

Dr. Peter Then Practice Owner "Our approach keeps referring offices accountable and helps us improve our practice systems. It also demonstrates that we care about our referring offices and, most importantly, we care about their patients." Read more
Dr. Adam Saltz Associate "As a surgeon, it's more difficult for patients to understand and value their treatment needs. We're competing with their vacation dollars, not just healthcare dollars. We need to make sure they value their care not only for their oral health but their overall health as well." Read More

Initial Meeting

The initial meeting with referring offices includes clinicians as well as clinical team members involved in any aspect of patient communication. This collaborative discussion covers:

  • How chairside videos and playlists work and how they're currently used within the specialist practice
  • Specific chairside videos that are most relevant to patients commonly referred to the practice
  • What a preliminary implementation framework could look like
Initial Meeting
Follow-up Meeting

Follow-up Meetings

After establishing a preliminary framework for implementing Patient Education videos, both practices use follow-up meetings to discuss: 

  • Which videos should be included in a short list of 6-10 videos most relevant to patients
  • Final hurdles or challenges that need to be solved for a streamlined patient experience
  • The ongoing partnership and a framework for staying consistent

 

The Referring Office

Referring doctors use chairside videos to walk patients through their condition and what they can expect from their specialist visit. Those same videos are shared with the patient via email or SMS to keep recommended treatment options top-of-mind ahead of their specialist visit.

To set their referral network up for success, the Corey + Then team work with these referring doctors to create custom chairside playlists comprised of the Conditions and Procedures videos that are most relevant for shared patients.

Referring Office
Specialist Practice

The Specialist Practice

Once patients arrive at Corey + Then, they are presented with custom chairside playlists comprised of Conditions, Procedures, and Post-Op Care videos designed to provide a better understanding of what to expect and what to do after the procedure. These playlists mirror those presented by the referring practitioner.

 

The Corey + Then team connects with their referring offices regularly to review and update complementary playlists for referred patients. This allows both teams to improve upon the referral experience on an ongoing basis.