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Patient Handoff and Financials

1024 576 Case Acceptance Academy

The Hand off:  How to Comfortably present treatment and fees and smoothly gain a financial commitment. The hand off from the dentist to the treatment coordinator is critical to ensuring there is a transfer of trust and to ensure there is no misunderstanding or inefficiency.  The biggest challenge is the collaboration and communication between the back and the front so the treatment coordinator is present for the case presentation.

 

Downloads

Care Credit Case Acceptance Language

Fee For Service Treatment Plan

SampleTreatmentPlanPPO