Ideal Invisalign Patient Journey Toolkit
Ideal Invisalign Patient Journey Toolkit
Ideal Invisalign Patient Journey Toolkit
India
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WHY is the patient WHAT does the ideal Digital Tools
journey important Invisalign workflow for seamless
look like patient journey
• Answer phone/walk-ins • Shortlist potential patients for • Make patients comfortable at • Understand patients’ needs/goals
• Handle enquiries Invisalign treatment chairside • Communicate non-clinic
• Schedule appointment • Educate on treatment options • Prepare patients for treatment information to patients
• Reassure the patient • Help prospect to uncover needs • Take intraoral photos • Provide financial information
and interest for Invisalign • Scan patient with iTero (subject to • Follow-up with the patient
local restrictions) • Set-up consultation with the doctor
• Provide information to patients by for the patient
answering questions and requests
© 2020 Align Technology, Inc. All rights reserved. 6
Practice team management best practices
Clearly defined roles and Set team and individual goals Systematic approach to
responsibilities Invisalign Practice Staff
• Delegate roles to staff to Education Program
Reward system
lessen your workload • eLearning modules via
• Incentive
• Invest in a treatment Invisalign Practice
• Recognition
coordinator if you don’t • Practice 360 sessions via
have one PDM
Appoint an Invisalign & iTero • iTero Technical or Clinical
champion in your practice webinars
• Selling Skills training
Goal 1: Creating
awareness outside and
inside the practice
Converting consultations into
Beginning of the patient journey appointments
Customer service
Capturing interest in waiting
Dentist Clinic area/reception area
Digital /Consumer
Marketing
Interested
patient
Converting Inquiries to consultations
Find a doctor
Phone /Email
Customer interaction & support throughout the patient journey is very crucial
Referrals
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Potential Pre- Consultation Treatment Treatment
patient awareness appointment appointment start process
• Smile and be enthusiastic The caller c • Questions can help you learn about the • Telephone, SMS or email the patient to
an usually tell if you have a smile on yo needs of your patients and shows your confirm their appointment 24 hours
ur face, even if they can’t see you. patients that you care. before the appointment
• Find out if it is the caller or a friend or • If patients hesitate on the phone
• Try to get contact information
family who is interested in Invisalign
treatment without providing a new time for an a
• Don’t allow cost concerns to become a ppointment, this is a sign of refusal.
barrier to the initial appointment • Invite the patient in for an appointment –
ask when an appropriate time would be
for an appointment
• Explain the benefit of booking an
appointment. e.g. free assessment to
discuss treatment goals
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Invisalign treatment FAQs
Patients may know about Invisalign treatment but could want more information before they make the decision to come in
for an appointment – have a helpful answer ready for common questions:
1. Does Invisalign really work? 2. How long does it take? 3. How much does it cost?
• Yes. Invisalign treatment has been s • This depends on the individual. Invis • It’s difficult to say without knowing t
hown to be effective at treating a ran align treatment usually takes 12-18 he current state of a patient’s teeth
ge of teeth straightening issues, fro months to straighten adult teeth, abo and what they are looking to achiev
m mild to complex cases, in practice ut the same length of time as traditio e, though you may provide a price r
s around the world, and in clinical re nal braces ange. Invite patients in for an appoi
search ntment so their needs can be asses
sed and an actual cost calculated b
ased on a personalised treatment pl
an
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In-Clinic branding
Leverage on your in-clinic branding efforts to arouse patient curiosity for your Open
day event & acting as a conversation starter
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In-Clinic Branding Resources
Teen Standee
Cut out
17
Potential Pre- Consultation Treatment Treatment
patient awareness appointment appointment start process
Goal 3: Turn
consultations into
treatments
Invisalign Open Day
Invite existing and potential new patients who have enquired about or expressed an interest
in Invisalign treatment.
• Invisalign treatment assessments for patients who have expressed an interest in the treatment
• Invisalign treatment events to bring together patients who are finishing treatment with patients who are about to have
their first aligner fitting
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How can you shift your practice to more patient centric ?
SOLUTION Tips :
OARS technique • Asking open-ended questions
• Listening for opportunities and
needs
Open-ended (expansive) questions • Linking the patients desires and
Affirmation needs with your service offerings
Reflective statements • Acknowledging patients needs
(similar to reflective statement
Summaries and summarizing)
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Four personality types-personality traits
• Talkative
• Direct • Friendly
• Impatient • Sociable
• Rational • Easily lose focus
• Dominating
• Serious
• Time is money
Lion Monkey
• Observant
Owl Dog • Loyal
• Non Expressive • Likes to be cared
• Analytical for
• Quiet • Emphasize on
• Does a lot of feeling
research • Needs a lot of trust
• Loves figures
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Four personality types-communication traits
• Respond quickly • Ask them about their life,
hobbies
• Direct answers
• Treat them like friends
• Let them choose (with
guided questions) • Lively discussion e.g. make
jokes
• Be on time
• Guide them back to the
main topic
Lion Monkey
Owl Dog
• Don’t focus on • Be caring
feelings • Be sympathetic
• Ask open questions • Ask personal
• Show them clinical questions
proof • Focus on their feelings
• Help them make • Longer conversation
decisions time
23
Power of Story
Before &
after
pictures
ClinCheck
Help them
treatment
Visualize
plans
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There are four basic attitudes by patients
Acceptance Skepticism
The patient wants to progress with Invisalign treatment The skeptic has trouble believing a claim you make
Indifference Objection
The indifferent customer sees no value (or insufficient value) in some There are two types of objection you’re likely to encounter
thing you have to say/offer • those based on a misunderstanding
• those based on a drawback
Solution
• Probing to uncover something that matters to the patient Solution
• Using open-ended questions Misunderstanding –Probing ,Linking to benefit (s) Drawback –
• Listening for key phrases Probing to uncover additional needs , Linking Benefit
• Taking a different approach
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Potential Pre- Consultation Treatment Treatment
patient awareness appointment appointment start process
*TC / *TC /
Total
Staff Doctor *TC / Staff *TC / Staff
Doctor Doctor
~50m
60% of patients
shown an Invisalign Outcome Simulation with the
iTero scanner started Invisalign treatment.†
Optimising the first visit:
Creating conversion
How to turn the consultation into a
conversion?
• Be flexible with financials. Give the patient control
over the payment structure.
• Keep pricing simple and show value not just cost.
• Anticipate objections and reiterate the support
available with Invisalign clear aligners.
• Champion their start with a clear patient plan and
offer support with any aids/apps.
Every practice is different, but this is a typical workflow for Invisalign treatment process:
Patient
committed
to treatment
ClinCheck Fit first Attachment Review Review Remove Review Remove Fit Vivera
accepted aligners placement visit* visit* attachments visit* attachments
by patient
+/- IPR + Scan for +Scan for
and replace
+ Scan for + Scan for
Total
progress additional Fit additional progress Vivera F2F
check aligners (if aligners + check (recommend)
needed) attachment 9+
+/- IPR bonding +/- IPR
Total
Virtual
Aligners
shipped to Dr.
If additional aligners are
required
Vivera can be made from
last stage of ClinCheck
0
* Number of review may vary
during treatment
Patient
committed
to treatment
ClinCheck Fit first Attachment Review* via Review Remove Review* via Remove Fit Vivera
accepted aligners placement Invisalign visit* attachments Invisalign attachments
by patient Virtual and replace Virtual
Review via +/- IPR appointment +Scan for appointment + Scan for Total
Invisalign additional Fit additional Vivera
Virtual If needed, aligners (if aligners + If needed, (recommend) F2F
appointment send needed) attachment send
progress bonding progress 4
video & video &
photos for
review via
photos for
review via
Total
Invisalign Invisalign Virtual
Virtual Care Virtual Care
5+
* Number of review may vary Aligners shipped Patient may need to be Aligners shipped Aligners shipped
during treatment to patient recalled for further IPR to patient to patient
• Remotely review iTero scans • Utilise by staff members during a face to • Utilise TimeLapse to compare 2 scan
face visit instances side-by-side to make time-
• Easier virtual review and collaboration related observations.
on cases with colleagues and peers • Check progress of Invisalign case and
ensure on track • Visualise changes that have occurred in
• Engage with patient in a more intuitive the patient's mouth over time.
way • Highlight any problems early, reducing
the need for additional aligners and • Make use of it as a handy tool to talk
• Share Invisalign Outcome Simulator further face to face contact about changes.
with patient
Increase patient
Optimal accuracy Maximise efficiency
engagement & acceptance
A video conferencing
platform that allows you to
schedule appointments withInvisalign iTero Invisalign ClinCheck Progress TimeLapse
prospective patients and Photo intraoral Outcome Pro with Assessment via iTero
provide non-clinical Uploader scanner Simulator
information before 3D controls via iTero
consultation.
Facilitate chairside
communication with HCP
Consult Tool
Captures accurate
impressions quickly and
Potential Pre- comfortably Treatment Treatment
Consultation appointment
patient awareness appointment start process
Use an iTero Intra-oral
Scanner to take a 3D intra-
oral impression quickly and
comfortably before
consultation. Use the
digital scan to diagnose,
communicate and educate
your patients.
SmileView My Invisalign Invisalign SmileView Consult Invisalign Invisalign My Invisalign App
on Practice App for Virtual In Practice Tool Virtual Virtual Care*^ w/wo Virtual Care
website consumers^ Appointment* Appointment* for patients*^
Reduce consultation
disruptions with Invisalign
Virtual Appointment
Invisalign iTero Invisalign ClinCheck Progress TimeLapse
A video conferencing
Photo
platform
intraoral
that allows you to
Outcome Pro with Assessment via iTero
Uploader
schedule appointmentsscanner
with Simulator 3D controls via iTero
your patients, and attend and
conduct chairside
consultation virtually.
Potential Pre- Treatment Treatment
Consultation appointment
patient awareness appointment start process
Communicate about
Potential Pre- changes that happen
Treatment Treatment
Consultation appointment over time with TimeLapse
patient awareness appointment start process
Visualise and communicate
any changes that happen
over time: before-and-after
treatments, tooth
movements, tooth wears,
gingival recession, relapse
and retention.
SmileView My Invisalign Invisalign SmileView Consult Invisalign Invisalign My Invisalign App
on Practice App for Virtual In Practice Tool Virtual Virtual Care*^ w/wo Virtual Care
website consumers^ Appointment* Appointment* for patients*^