At this stage, you have the right financial coordinator hired, and you have prepared for the financial consultation by creating documentation and planning the system with your team. You and your financial coordinator are ready for the financial consultation. But, first, here are some tips to make the consultation seamless.
Dental practices are required by law to have patients sign a “Credit for Dental Services Notice” (a sample notice is available on cda.org/practicesupport) when choosing to utilize third-party financing for dental treatment. CDA recommends practices do not offer credit products to patients while the patient is under the influence of general anesthesia, conscious sedation, or nitrous oxide.
Following these tips and making the effort to prepare for the consultation will allow you and your financial coordinator to talk openly with patients and focus on what is most important — making treatment possible and meeting the patient’s oral health objectives.
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