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Cost Talk Toolkit: Simple Tips and Scripts for Optometry Practices

Equip your team with practical scripts, quick tips and tools to confidently discuss financing options and help support patients in making informed vision care decisions.

By Synchrony Health & Wellness

Posted Jan 23, 2026 - 3 min read

Curious about CareCredit financing options and looking for quick conversation scripts? This downloadable toolkit can help make cost conversations easy for your optometry team and empower more patients to get the vision care and eyewear they want and need.

Here's what you'll get:

Sample Scripts

Review three conversation examples with your team and use them in your practice.

  1. Before the examination. Mentioning promotional financing when scheduling patients' appointments can empower them to purchase eyewear when they're in your clinic. They may also want to know that you accept the CareCredit credit card for all of your services, from routine exams to dry eye treatment and more.
  2. During eyewear selection. Showing patients what their monthly payment could be can help them see how eyewear and care could fit into their budget. It may even encourage them to purchase designer frames or a second pair.
  3. Recommending complete care. From treatments and yearly exams to glasses and contacts, the cost of eye care can add up. Flexible financing can help patients get the care they want and need.

Quick Tips

Learn simple phrases that can help you talk to patients about financing with the CareCredit health and wellness credit card, including:

  • What it is. CareCredit is a credit card that offers promotional financing for out-of-pocket health and wellness expenses.
  • What it does. If approved for CareCredit, you can pay for your eyewear and care over time to help fit the total cost into your monthly budget.
  • The utility of CareCredit. CareCredit can be used to pay for other health and wellness wants and needs at more than 285,000 providers and select retail locations, such as dentistry, dermatology and veterinary care.

... and more.

Tools for Every Touchpoint

Whether you're talking to patients in person or online, CareCredit is here for you:

  • Just getting started? Hear from other providers about how they use CareCredit.
  • Need help sharing financing? Download ready-made social media posts.
  • Dealing with care delays over cost concerns? Show patients how care could fit into their budget with the Dry Eye Cost Worksheet.

Printable CareCredit FAQs

Access a reference sheet that can help you easily answer patients’ most common questions about flexible financing for vision care.

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Ready to help more patients and clients get the care they want and need?

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Ready to help more patients and clients get the care they want and need?

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The information, opinions and recommendations expressed in the article are for informational purposes only. Information has been obtained from sources generally believed to be reliable. However, because of the possibility of human or mechanical error by our sources, or any other, Synchrony and any of its affiliates, including CareCredit, (collectively, “Synchrony”) does not provide any warranty as to the accuracy, adequacy or completeness of any information for its intended purpose or any results obtained from the use of such information. The data presented in the article was current as of the time of writing. Please consult with your individual advisors with respect to any information presented.


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