The State of Case Presentation in Emerging Dental Groups
Avora's AI listened to, transcribed, and scored 35,000+ real patient visits across emerging dental groups — every data point in this report comes directly from those recordings.
Book a DemoCase Presentation Framework
This is the framework we used to grade the doctors in the sample against their production data. Every group runs case presentation a bit differently, but we needed one rubric we could apply across every visit — so we went with a standard six-step version.
Introduction & Understanding
Greet, clarify patient goals, outline visit clearly.
The Full Scorecard
The eight behaviors we graded, grouped by step. Click any row for an example of what it actually sounds like in the chair.
Introduction & Understanding
Assistant / TC“Before we jump in — what brought you in today? Anything new since your last visit you want me to flag for the doctor?”
Diagnostics & Comfort
Assistant“Let me pull your X-ray up on the screen here. See this darker area right here on 14? Now compare it to this one over here — that's what a healthy tooth looks like.”
Findings & Recommendations
Doctor“Remember that cold sensitivity you mentioned on your upper right? This is where it's coming from — the enamel's worn thin right here and the nerve's getting exposed.”
“Here's what I'd recommend: let's get a crown on 14 to get ahead of it, and we'll do the two fillings the same visit so you're not back in the chair twice.”
“If we wait six months on this, the decay's going to reach the nerve. What's a crown today becomes a root canal plus a crown — and a lot more chair time.”
Treatment Plan & Handoff
Doctor → TC“Sarah's going to walk you through the scheduling and the cost side, but before I step out — any questions on the plan itself?”
“Sarah, this is Mrs. Johnson. She's getting a crown on 14 and two fillings on 18 and 19. Let's get her on the calendar for next week if that works for her.”
Costs & Scheduling
TC“Totally get it — is it the timing, the cost, or something else on your mind? Let me see what we can work out on our end.”
Lower Scores, Lower Production
We pulled production data for the doctors in the sample and lined it up against a couple of the scorecard behaviors above. The ones who graded higher on these tended to run higher daily production.
Path ownership
The doctor names a clear path forward, gives a confident recommendation, and stays the owner of the next step — instead of handing the patient an open-ended menu of options to think about later.
Urgency framing
The doctor explains what changes if the patient waits — what the problem will look like in six months, what stays fixable now, what doesn't. Adds urgency without sounding like a sales pitch.
See how your team scores.
Avora analyzes every patient visit against the same scorecard used in this report — so you know exactly where path ownership, urgency framing, and the handoff are working in your group, and where they aren't.
Get your group's scorecard