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2018 Annual Session Conference

Financial Arranging: Are you Balancing your Budget?

May 7, 2018 8:00am ‐ May 7, 2018 9:00am


From a business perspective, financial arrangements offered to patients have the ability to either anchor your practice or capsize it! In this presentation, Jackie Shoemaker 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:

  • 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.


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