How important is the financial coordinator in closing big dental cases? More important than most dentists want to admit. The financial coordinator isn't the person who runs the card at the end, they're a real part of how the case gets accepted. There are two pieces and you need both: the preparation, where the details get sorted before anyone sits down, and the actual financial presentation that happens right there at the treatment presentation appointment. Hand a patient a complete clinical yes and then fumble the money conversation, and you'll lose cases you already earned. So train this role like you [...]