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Financial Arrangements: the Good, the Bad, the Ugly

Date: November 16, 2021

Time: 07:30PM - 08:45PM

You must be registered to participate!


Jackie Shoemaker (1.25 CE) discusses Financial Arrangements: the Good, the Bad, the Ugly. From a business perspective, the financial arrangements you offer to potential patients
will either help sustain your practice long-term or have you scrambling! In this
presentation, Jackie will explore insights and techniques used in orthodontics, as well as other industries, to provide a fresh look at the art of financial arranging. We’ll discuss the balancing act that must take place between the Treatment Coordinator and Financial Coordinator to maximize cash flow without crippling case acceptance.

Learning Objectives:

  • Learn to measure the relationship between production and financial arranging to
    make policy decisions.
  • Examine alternate arrangements to offer patients promoting flexibility while
    keeping the practice’s best interest in mind.
  • Identify the advantages and disadvantages of utilizing patient ratings.

Speaker Disclosure:
Consultant: J.M. Shoemaker Consulting, Inc.

Length of session:
Each session consisting of lecture and audience questions will last 75 minutes.

$0 for all Members

Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE credit.

Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at

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