Signing the Treatment Plan
Summarize the paragraph that is present at the bottom of the treatment plan.
The three main points to review are:
- The treatment plan is good for 60 days
- The estimated costs just reviewed with the them are only estimates
- Reservation deposit policy
Let the patient know that by signing the treatment plan it is not committing them to getting the treatment done but is saying that the estimates and office policies were reviewed with them. For patients that seem confused or like they might forget the multiple steps, offer to print or email the treatment plan for them.
Treatment Plan is Good for 60 days
Make sure the patient understands that by delaying their treatment it is possible that their treatment needs as well as their investment could increase.
- Example: A patient who has a cavity that needs a filling that is getting close to the nerve needs to be treated in a timely manner. By delaying getting the filling completed, the cavity could grow and infect the nerve of the tooth, and by the time the patient schedules the filling, a root canal and crown could be what is needed. Which is more treatment that also generally costs a significant amount more.
Estimated Costs are Only Estimates
Make sure the patient understands that the estimated costs you reviewed with them are only estimates based on the information we have from their insurance company.
- Let the patients know we do our best to provide the most accurate estimates as possible; however, sometimes insurance companies pay more and sometimes they pay less.
- Should the insurance pay more the patient would have a credit that can be refunded or used towards future treatment.
- Should the insurance pay less the patient would have a balance they would be responsible for paying.
*It does not happen often but if a patient refuses to sign the treatment plan, we are not able to do the treatment.
