Prepare Every Payment Options Template Before You Present

2026-06-16T00:00:00-04:00

How many payment options should I prepare for a case presentation? Prepare all of them, every time. I keep at least three treatment options, and for each one I build a separate payment arrangement sheet, plug in the fee, print it, and have it ready before the patient walks in. Why all three when they'll pick one? Because patients are unpredictable. Plenty leave the clinical presentation still undecided, leaning one way and then another, and if the option they land on is the one you didn't print, you've stalled the close while you scramble. Momentum dies in that gap. Having every [...]