communicating with patients

Communicating with patients effectively is vital when managing the transition and assuring continuity of care for your patients during the sale of your dental practice. Personalizing letters, using video messages, organizing meet-and-greet sessions, providing patient information packets, featuring testimonials, and maintaining follow-up communication can ensure a smooth and reassuring experience for your patients. Potential sellers should think creatively and employ innovative strategies to maintain patient trust and loyalty throughout the transition process.

Personalized Letters

Consider sending personalized letters when communicating with patients about the upcoming transition. Instead of using generic templates, craft individualized letters that acknowledge the patient’s relationship with the practice. Share your gratitude for their loyalty and emphasize your commitment to a seamless transition. Personalized letters can create a connection and reassure patients that their well-being remains a priority.

Video Messages

Engage with your patients on a more personal level by recording video messages and sharing on social media. Share the news of the practice sale, explain the reasons behind the decision, and express your confidence in the practice’s future under new ownership. Seeing your face and hearing your voice can help patients feel more connected and alleviate any concerns they may have about the transition.

Videos are an extremely effective and more personable way to communicate with patients. Learn more about Making A Great Office Video. 

Meet-and-Greet Sessions

Collaborate with the new practice owner to organize meet-and-greet sessions for patients. These events can allow patients to meet the new dentist and get to know the person caring for their oral health. Encourage an open, relaxed atmosphere where patients can ask questions and address concerns. This interaction can foster a sense of familiarity and build trust with the new dentist.

Patient Information Packets

Create comprehensive patient information packets that outline the transition process and highlight the new dentist’s qualifications and expertise. Include details about appointment scheduling, insurance coverage, and any changes in practice policies. Providing clear and concise information can empower patients to make informed decisions and minimize any potential disruption to their care.

Patient Testimonials

Feature patient testimonials on your practice website, social media platforms, and other marketing materials. These testimonials can highlight patients’ positive experiences with your practice and instill confidence in the quality of care they can expect under the new ownership. Sharing patient stories and success stories can help ease patient concerns and reinforce the legacy of excellence that will continue with the new dentist.

Patient testimonials serve as social proof and can help to build trust with potential patients. Learn more in the article, Forget Online Reviews, Try This Instead.

Follow-Up Communication

Maintain ongoing communication with patients throughout the transition and even after the sale. Follow-up calls, emails, or newsletters can update patients on changes or developments. Demonstrate your ongoing commitment to their oral health and well-being by offering guidance and resources as they transition to the new dentist’s care.


About the Author Ben Shaver

For over a decade, I've guided growing dental practices and groups on how to use leadership and communication to build referable teams and memorable brands.

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