Step 1: Develop a Consistent Message

Patients are more comfortable and less confused when they hear a consistent message from everyone in your practifce.

• Give the entire staff a copy of your New Financial Policy.
• Have the doctor discuss your practice’s policies at your next team meeting to ensure the entire practice staff knows and understands them.

Step 2: Give It to All Your New Patients

Introducing your Financial Policy to new patients minimizes any confusion and miscommunication of your office’s policies.

• Include your Financial Policy as part of every new patient’s paperwork.
• Have your patients sign the Financial Policy to acknowledge their awareness and understanding of your practice’s policies.

Step 3: Keep Existing Patients Up-To-Date

Over time, your practice’s policies may change and patients may forget. Make sure all your patients are informed and up-to-date.

• Require that all patients sign and agree to your practice’s Financial Policy on an annual basis.
• Mail a copy of your Financial Policy to all your patients.
• Have a visible copy of your Financial Policy in your waiting and consultation rooms.