Dental Financial Agreement Download
A dental financial agreement is a powerful tool for the dental practice. This document allows the dental office to say “YES”! “Yes, we do have payment options and yes, we can make financial arrangements!”
“Yes!”
The idea is to find ways to say “yes” to our patients. And to help guide them to schedule treatment. With over 25 years in the field, I have a long history of a 100% collection rate. With fabulous treatment acceptance. Let’s get creative and think outside the box.
Let's Talk Treatment
Body language is more important than anything here. In our treatment presentations. Our patient is listening with more than their ears. We can know all the dental terminology and disease processes in the world. Yet, be unable to communicate the patient’s need for treatment.
We must be comfortable in treatment presentation. Know that saying less is often more. And that we do well to listen. Listen for obstacles and opportunity. Both are assistants to us as we help our patients.
Practice does make perfect. But only if we use the right tools and use them well. Otherwise, we continually fall short. If this sounds familiar, this cycle of going nowhere, let’s fix that. And make a change beginning now.
Financial Presentation
Write a script to use with your financial presentation and agreement. Although each team member will use their own personality and flair, the basics are best scripted.
Make eye contact with your patient. It’s important not to stare at document or computer screen with presentation. Kindly look at your patient. Eye to eye.
Dental Financial Agreement Script Example
“Mrs. Jomes, I have a copy of the treatment Dr. Brown has prescribed for you. He has indicated in your chart that you need 2 crowns on the upper left. I have reviewed your insurance benefits as well. Would it be alright if I go over the cost for this treatment with you now?”
Why ask permission? Because it opens the door for questions. We must know first that the patient fully understands the treatment presented. And now. Not after the financial discussion.
If there is doubt or confusion in treatment, financial presentation will fail.
Dental Financial Agreement with Payment Options
The dental financial agreement works best with options. Use my download here as a template. As a place to start to design your own treatment acceptance form.
Include all options. Payment in full, all major credit cards, cash, checks, third-party payor options, and pre-payment plans. Lots of options shows your patient you truly care and want to help them.
Pre-payment options allow patients to make weekly, bi-weekly, or monthly payments in advance of treatment. And for patients with large treatment needs, set up a savings account for them. Allow your patient to send or phone in payments monthly. Then, discount treatment for payment in full for uninsured or non-covered procedures!
