5 Easy Collection Tips

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Collecting Payment at Time of Service

• Make sure to collect family balance including previous balances and balances from other family members. Don’t just collect today’s portion due.

• Make sure to $0-out estimated insurance payment on any procedures not covered by insurance before batching claim to collect that $ at time of service. (I.E. Vel., laser, adult FL, D4910, guards, etc)

• When reviewing treatment plans, let patients know that their estimated portion is due at the time of service, so there won’t be any surprises. Even better- collect when you schedule that appointment (before they come in) Options: offer 3%/5% pre-pay discount (depending on credit card or cash/check). Not only does this help KEEP their appointment, it also helps us from chasing down payment. 

• You can collect for treatment BEFORE the patient goes back into the treatment room. “[Patient Name], before you go back to see [Dr Name], I’ll take care of your estimated portion due today. (If they ask why-) I know you’ll be numb when you leave, so this is our standard protocol to make it easier on our patients.” (Present it as a courtesy to THEM) 

• Make sure every team member is on the same page and follows the same protocols for collections.