What is a separate financial visit and why use one for bigger dental cases? A separate financial visit is exactly what it sounds like. The patient comes back a few days after the exam, and your front office, the financial coordinator or treatment planner, handles the money conversation away from the doctor and the clinical chair. You do not need the whole team for it. Before they leave the first time, you fee frame so the number is no surprise when they return. Why the gap of a few days? Because people decide better with a little time to sit with [...]