What should the financial coordinator actually say when presenting payment options?
Speak plainly and walk them down the sheet, option by option, after the doctor has handed it off. I might say, Peggy, since you have no questions on the presentation, let me go over the payment options we offer. If you go with option one, the fee is this. We’d like to offer you a five percent testimonial discount if you’ll share your story at the end, because we think this will be life changing and we’d love to have it. Pay at the start with cash or check, another five percent. Credit card, two point nine percent. Outside financing is available if you want to spread it out. Then I explain in-office terms and the deadlines. Keep your tone warm and certain, not apologetic. You’re not begging. You’re offering a path to treatment they already want.
If the answers you are finding here resonate with you, my team and I work with a small group of clients each year. The next step is a complimentary Discovery Consultation and Practice Review with Dr. McAnally.