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New Patient Protocol Step 5

Treatment Coordinator:

Once in the financial arrangement room, asks the patient if they fully understand the treatment the doctor is recommending and why they need it.

Explains using pictures and the Casey system.

Goes over the whole treatment plan and cost for each portion.

Explains approximately how many visits it will take and the total patient portion (if insurance), and that this is strictly an estimate.

Explains payment options: pay upfront, use credit cards, Care Credit or similar company, pay-as-you-go.

Gives a copy of the treatment plan to the patient to sign and brings the patient to the scheduling coordinator for the next appointment.

Scheduling coordinator:


Schedules the patient for the next visit based on information from the treatment coordinator.

New Patient Referrals
New Patient Protocol Step 4

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Includes Analysis of Key Stats and Reports.

Transforming dental practices since 1996.

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