Preparing the dental patient for payment on the day of service

In this episode, Dayna discusses the process of preparing treatment estimates for dental patients. She emphasizes the importance of being proactive and accurate in estimating out-of-pocket expenses. Dayna also introduces the concept of an AI bot that can handle insurance verification, making the process more efficient. She provides step-by-step instructions on how to generate treatment estimates and customize report styles. The episode concludes with a discussion on presenting treatment estimates to patients and scheduling their appointments.

Takeaways:

• Being proactive and accurate in preparing treatment estimates is crucial for patient satisfaction
• An AI bot can streamline the insurance verification process and improve efficiency
• Creating customized report styles can make generating treatment estimates easier and more consistent
• Presenting treatment estimates to patients and scheduling their appointments should be done before they leave the office.

Chapters:

00:00 Introduction and Background
00:31 Preparing Treatment Estimates
03:12 Benefits of AI Bot
04:12 Generating Treatment Estimates
05:42 Creating Report Styles
06:42 Customizing Report Styles
09:49 Presenting Treatment Estimates
11:36 Scheduling and Documenting Treatment
15:05 Conclusion and Call to Action