The Top Systems to Upgrade Now to Combat the Current Financial Climate
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Course Objectives
- Strengthen Patient Retention Through Confirmation Systems
Learners will evaluate and refine their appointment confirmation processesā€”ensuring consistent verbiage, accountability across all team members, and strategies to reduce no-shows and last-minute cancellations. - Develop Effective Cancellation & Priority List Protocols
Learners will design systems to manage cancellations proactively, using empathetic communication, structured verbiage, and robust priority lists that keep schedules full and production stable. - Implement Strategic Reactivation Plans
Learners will create clear reactivation strategies to engage overdue or inactive patients, including targeted outreach for 6-, 12-, and 24-month overdue patients, while aligning timing with economic and seasonal shifts in their community. - Increase Treatment Acceptance Through Data & Communication
Learners will learn to track treatment plan acceptance rates, present treatment in ways that address patient fears during economic uncertainty, and use comparative framing to demonstrate long-term value over short-term cost. - Leverage Financial Options to Support Patient Decisions
Learners will explore a range of payment solutionsā€”including third-party financing, text-to-pay, and pre-payment optionsā€”and apply these tools to help patients fit treatment into their budgets without compromising care. - Enhance Team Training for Consistency & Impact
Learners will implement training systems to ensure front office, treatment coordinators, and clinical teams deliver consistent, high-quality communication that supports patient trust, case acceptance, and reduced attrition. - Adapt Supply Chain Management for Stability
Learners will assess supply chain vulnerabilities, identify alternative sourcing options, and implement stocking strategies (such as maintaining two weeks of essential inventory) to protect their practice during periods of cost fluctuation or disruption.
