We are wanting to offer some payment plans for our patients....
QUESTION: We are wanting to offer some payment plans for our patients. I am looking more for an agreement that we can have the patient sign. How can we best track these in-house specifically….we are splitting payment up between 2+ payments and we want to have that documented.
ANSWER: During the treatment presentation you can print out the treatment plan and use that for any notes during the conversation. That includes financial discussions. If you decide to allow the patient to break up the payments, make note of it on the treatment plan that you have printed out and once the patient has agreed, have them sign the plan. Then make a copy for them and keep a copy for the chart, and add notes to …
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To learn more about how to train your staff and dental team, watch this training webinar and following course module!
| Module 2 | Staff Management |
|---|---|
| Welcome to Staff Management. Staff Management is the second video series in the Office Manager course and in this series we demonstrate how to manage your staff in various situations. As the Office Manager, you will be expected to address a multitude of issues ranging from counseling an employee to managing overdue recare and outstanding treatment calls. In addition, you are expected to set the tone for the office and ensuring your staff is well trained. In this video series, we provide a detailed overview on each of these topics and a few others to help you create a productive and positive atmosphere in the office. Front Office Rocks recommends that you begin this series by completing Outline for Staff Meetings, The Importance of Staff Training, and Training Employees fist. Next, complete Counseling an Employee, Setting the Tone for the Office, and Staff Issues which will prepare you to deal directly with employee issues, as they arise. Finally, view Managing Overdue Recare & Outstanding Treatment Calls to complete your Staff Management training. | |
| Unit 1 | Outline For Staff Meeting (14:04) |
| Unit 2 | The Importance of Staff Training (2:24) |
| Unit 3 | Training Employees (7:41) |
| Unit 4 | Counseling an Employee (7:22) |
| Unit 5 | Setting the Tone for the Office (7:15) |
| Unit 6 | Staff Issues (8:49) |
| Unit 7 | Managing Overdue Recare & Outstanding Treatment Plan Calls (5:46) |
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