What is the role of a financial coordinator in closing large dental cases?
Your financial coordinator is the closer. That is the part most practices get wrong. They pour months of effort into phones, diagnostics, photos, and the doctor’s clinical presentation, then hand the patient to someone who treats the money conversation like paperwork. You don’t drop the ball on the one-yard line. The coordinator carries the whole thing across, and the whole thing is the patient saying yes to something good for themselves. So train that person like the role matters, because it does. They confirm the options are good choices, they keep the patient moving, and they reserve the doctor’s time. Think of it the way you’d think of a relay race. The fastest runner gets the anchor leg, not the warm-up. Put your best person at the finish, not the start.
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