How, When And Where To Present Financial Arrangements


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By Terri Pukanich and Dr. Terri Pukanich. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Welcome to Episode 40 of the re-launched Dental Boss Lady Leadership Academy Podcast with Dr. Terri Pukanich. In today's episode we are gonna be talking about the most effective way to complete and present financial arrangements inside your practice. First we will discuss how to get intentional about finding new opportunities and stop underproducing. Next, we will discuss what the goals of your case presentation should be. Finally, we will talk in detail about how, when and where to present the financial arrangement and the different payment options. All this and much more, up next.

Bullet points

(00:42) Having a morning routine

(02:47) All about financial arrangements inside your practice

(03:05) Stop underproducing: Get intentional about finding new opportunities

(06:14) One key tip

(06:32) The 4 days to 4K challenge

(06:57) The first goal of case presentation: Raise the patient’s awareness

(09:40) The second goal of case presentation: Present a written financial arrangement

(12:35) The number one thing patients wonder

(15:37) Presenting different payment options

(22:56) Making a commitment

(23:35) How, when and where to present the financial arrangement

(33:24) Scheduling the next appointment

56 episodes