Financial Arrangements

Once the doctor and patient agree on a treatment plan, it's time to finalize:

1. How is the patient going to pay for treatment?

2. When is the patient coming back to get started?

Part 1 - Introduction, and what needs to happen before the patient is ready for FA

5 things we need before patient is ready for FA:

1. Patient's story

2. Agreed upon treatment plan

3. Case fee

4. Anchor

5. Next visit

Part 2 - What to do before opening the Google Sheet

Part 3 - The 4 different types of FA Google Sheets

Part 4 - How to use the FA General Google Sheet

Part 5 - The Invisalign and Smile Guide Sheets

Part 6 - The Implant and Cosmetics Sheet

Part 7 - What can go wrong, and what to do when it happens

Part 8 - Some final points to remember

Part 9 - How to deal with insurance questions

Part 10 - Example scenario #1

Part 11 - Example scenario #2