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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