When should a patient have a separate financial visit? Set a fee level. Below it, run the patient through the normal way you handle basic treatment. Above it, even if the problem itself is simple, that patient should come back for a separate financial visit. And by separate I mean front office only. The financial coordinator, the treatment planner, whoever owns that role. Not the doctor, not the whole clinical team crammed into one room. The reason is that money pressure and clinical pressure do not mix well in the same conversation. Pull them apart and both go better. It does [...]