Healthcare Consultation Skills: Handing over patients to specialists for the examination

Now that we have examined the goals, components and examples of a good confirmation statement, let’s briefly discuss how these confirmation skills can be effectively used throughout the rest of the sales process.

Most notably, the principles of listening and repeating are used when patient counselors turn the patient over to a specialist or doctor, and when overcoming objections.

We will analyze both of these concepts in great detail in subsequent blog posts.


When the patient counselor is turning to a specialist or a doctor, it’s of great benefit to repeat to the specialist or doctor, in front of the prospect, the prospect’s first-level information, dominant buying motive, a problem or challenge, and then ending it with a trial close. Repeating, for example:

“Sue and Charles, this is our surgeon, Dr. Lisa Silverton.

Sue and her husband Charles live in Norwich. Sue is a cashier in a bank and Charles is marketing manager for Sainsbury’s.

The main reason they’re looking into refractive surgery is because Sue would like to look as young as she feels, and Charles really likes taking beach vacations and his contact lenses really get in the way.

Does that sound right Sue? Charles?

Sue just started wearing reading glasses last year and she absolutely hates how she looks with them on. Having refractive surgery is important to Sue so she doesn’t have to wear her ‘granny glasses’.

And Charles is very frustrated by having to wear contacts at the beach, and not be able to see when he’s swimming in the ocean and he would really like to feel more spontaneous on vacations, isn’t that right?

If everything works out here today, they’d like to have their treatments as soon as possible. I’ve written down a few key questions about the safety of the procedure, and they were also curious about our financing options.

But it sounds to me, Lisa, that if you could answer the safety questions and if I can get their monthly payments to a comfortable level, we’d have some new patients here today.

Sue, Charles, isn’t that about right?”

Wow! Doctors: can you imagine getting a turn like that instead of:

“Dr. Silverton, meet Charles. Well Charles, I’ll leave you in Dr. Silverton’s capable hands and see you later when you’re all done.”

You will see when we discuss overcoming objections that the listening and repeating of the prospect’s concerns is key to overcome them.

You see, only if we listen, agree, and are empathetic to someone, will they trust us. We must first get on our prospect’s side, before we can bring them over to our side….


Get your Practice Marketing Score

Take our FREE “Practice Marketing” quiz. Get your score and benchmark yourself to practices around the world.

Find articles on:

What our clients say…

“In a matter of weeks, we already saw results with LiveseySolar. Far before we were even finished with our project.”

Erik Chotiner, MD, FACS, Ophthalmologist

“The whole group has been very, very professional. We’re quite early in the stages, but we can see the benefits.”

Dr Nick Mantell , MBChB FRANZCO

“They’re very professional. They know what they’re doing, but they also put us at ease. This helped us to cut through what’s needed to get what we want.”

Mr Praveen Patel, MA (Cantab), MB BChir (Cantab), FRCOphth, MD (Res)

“It’s wonderful to work with an agency that engages on our level and understands our market.”

Dr Anton Van Heerden, MBChB; FRANZCO, Ophthalmologist

Get your Practice Marketing Score

Take our FREE “Practice Marketing” quiz. Get your score and benchmark yourself to practices around the world.

Meet our Founders

We’re passionate about helping leaders of high-quality, growth-minded practice owners double their practice revenue

Rod Solar

Founder & Scalable Business Advisor

Rod Solar is a co-founder of LiveseySolar and a Scalable Business Advisor / fCMO for our customers. Rod mentors and coaches CEOs/Founders and their leadership teams to double their sales, triple their profits, and achieve their “ideal exit”.

Read more

LiveseySolar completely transformed the way we were approaching this… We’ve gone from having just the dream of having a practice to having a practice up and running with people making inquiries and booking for procedures… It’s extremely pleasing. We feel lucky we connected with LiveseySolar.

— Dr Matthew Russell, MBChB, FRANZCO, specialist ophthalmic surgeon and founder of VSON and OKKO

Laura Livesey

Founder & CEO

Laura Livesey is the co-founder & CEO of LiveseySolar. She has developed powerful refractive surgery marketing systems that increase patient volumes and profits for doctors, clinics, and hospitals, since 1997.

Read more

Rod and Laura know as much about marketing surgery to patients as I know about performing it. They are an expert in the field of laser eye surgery marketing. They know this industry inside out. I believe that they could help many companies in a variety of areas including marketing materials, sales training and marketing support for doctors.

— Prof. Dan Reinstein, MD MA FRSC DABO, founder of the London Vision Clinic, UK