Gather the following before meeting with the patient * * * * Financial agreement form. Their insurance information and breakdown of benefits. Credit card authorization form. Treatment plan or " walk-out " statement. Pointers that make a difference when making financial arrangements * * * * * * * * * * * * * * Be prepared so that you can help patients understand their treatment plans and financial responsibilities. Break down the fees and what is going to happen at the next visit. Review the patient record in advance. Verify insurance benefits. Help patients see the value in investing in a healthier mouth. Have a private area for patient consultations. Educate patients on their dental benefits and help maximize them. Offer third-party financing. Make the patient comfortable by being friendly and helpful. Provide payment options. Don't have preconceived ideas about a patient's ability to pay. Utilize photography when presenting treatment plans. Have a plan to follow up if they don't schedule the needed treatment. Be sure to hand them your card and end with, " Thank you for being a patient in our office. If you have any questions or concerns, please call. " dentaltown.com \\ MAY 2021 DT0421_Pardue_CE-Part4.indd 59 59 4/18/21 11:19 AMhttp://www.dentaltown.com