
7 practice essentials for office financial protocols & processes
01
Remember why the patient is seeking treatment
02
Be sure that your financial form is clear regarding how your office handles outstanding balances and credits
03
Understand that the office is not a bank — and there are significant regulatory requirements if you provide in house financing
04
Be clear on your internal processes of how financial agreements are made
05
Establish when a signed financial agreement is necessary
06
Consistency and accuracy are the key
07
Have simple pre-treatment and post-treatment payment options
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