Verbal Skills to Confirm Patient Payment

This Treatment Coordinator resource document provides sample verbiage and verbal skills to assist the Treatment Coordinator in scheduling patients, whether from the consult rooms or over the phones, to verify the patient’s plan for payment.

Verbal Skills to Confirm Patient Payment

Ultimately, the doctor’s scheduler is in charge of the doctor’s schedule and needs to confirm with the patient not only their appointment time, but their financial obligation for the appointment. It is a significant help when scheduling patients, whether from the consult rooms or over the phones, to verify the patient’s plan for payment.

During the consult, it can go like this:

“You will owe $X amount at this appointment. We have three ways you can pay – pay in full up front and we offer discounts (10% cash/check and 5% credit card), pay as you go, or financing through CareCredit or SpringStone. Which would you prefer?”

If the patient says anything besides pay up front (which you then collect the cost of the entire treatment) or financing (which you then obtain approval) you then say – ok – your out of pocket for the next appointment will be $Y – do you plan to use a credit card or pay cash?”

If they patient calls over phone to schedule the appointment, it should go like this:

View the complete document and print out a copy for your office below!
[mepr-show if=”loggedout”]You’re currently logged out or not yet a member! You must be logged in with an active membership to view our documents and training resources.[/mepr-show][mepr-active memberships=”629,630,37388,37393,37672,37676,37670,37668,37674,44674,232156″]

[/mepr-active]