Treatment coordinator will return to suite to review the treatment plan
Presenting the Treatment Plan
When you go back into the room, sit down next to the patient and explain that you’re going to show them their treatment plan on the tablet.
- Already have the treatment plan pulled up and ready on the tablet when you walk in so that it does not buffer loading and take up extra time.
Always start with today’s appointment/ what has already been done then move through the different phases.
- Never actually say the total if at all possible
- Say “Investment” & “estimate”
On the treatment plan, focus on what the patient’s investment will be per appointment.
- Point out the other columns if patients have questions or are confused and need more clarification.
Once you have presented all phases, show the patient what their total personal investment will be, then ask the patient if they have any questions or concerns about the estimated treatment costs.
- If a patient says the cost is out of their budget or asks about a payment plan, you can bring up care credit.
