PATIENT FINANCIAL PROCEDURES
Create Financial Clarity Without Compromising Patient Care
Build confident, patient-centered financial systems for payment plans, financial consultations, compliant discounts, Good Faith Estimates, collections, and package pricing.
9 focused lessons • ≈ 2.75 hours of video training • Self-paced
Strengthen Your Financial Procedures — $297
BUILD TRUST
Make Money Conversations Easier
Use clear, patient-centered language that helps patients understand costs, choices, and responsibilities without creating unnecessary tension.
STAY COMPLIANT
Protect the Practice
Understand compliant discounts, Good Faith Estimate requirements, and financial procedures that reduce risk while supporting patients.
IMPROVE CASH FLOW
Create Better Payment Systems
Build payment plans, collection systems, and package-pricing strategies that make payment easier for patients and more predictable for the practice.
FINANCIAL COMMUNICATION
Turn Financial Conversations Into Patient Confidence
Patients should never feel surprised, pressured, or confused about the financial side of care. Strong procedures help your team communicate options clearly and consistently from the financial consultation through the final payment.
WHAT CHANGES
A Better Experience for Patients and Staff
When policies, payment tools, dialogues, and follow-up systems are clear, your team spends less time improvising and patients gain greater confidence in their care decisions.
A COMPLETE PATIENT-FINANCIAL SYSTEM
Build Clarity Into Every Financial Touchpoint
The course connects financial communication, compliance, payment options, account management, and pricing into one practical system your team can use every day.
COMMUNICATE
Financial Dialogues
Use clear language that keeps financial conversations patient-centered and professional.
STRUCTURE
Payment Plans
Present flexible payment options consistently and help patients understand their choices.
COMPLY
Legal & Regulatory
Handle discounts and Good Faith Estimates with stronger compliance awareness.
FOLLOW THROUGH
Collections & Pricing
Strengthen account follow-up and package pricing without creating payment friction.
COURSE CURRICULUM
Explore the Nine Lessons
Each lesson gives you practical strategies you can take directly into your practice.
LESSON 1 22.5 MIN
Reframing Cash-Based Care in the Chiropractic Practice
Shift the conversation from insurance coverage to clinical value, outcomes, and confident patient decision-making in a cash-based care environment.
LESSON 2 23.5 MIN
Patient Centered Payment Plans
Create flexible payment arrangements that support patient access to care while strengthening consistency, clarity, and cash flow.
LESSON 3 18.5 MIN
Patient Centered Payment Plans: Financial ROF & Consultation
Conduct financial consultations that make fees, options, and responsibilities easy to understand while reinforcing the value of the recommended care plan.
LESSON 4 16.5 MIN
Patient Centered Payment Plans: Offering Legal Discounts
Understand practical compliance considerations when offering discounts and create policies that serve uninsured and underinsured patients responsibly.
LESSON 5 12.5 MIN
Patient Centered Payment Plans: Financial Dialogues
Use professional, compassionate language for common financial conversations so team members can communicate with confidence and consistency.
LESSON 6 13.5 MIN
Patient Centered Payment Plans: Mastering the Payment Calculator
Use a structured payment calculator to present options clearly, simplify monthly-payment discussions, and support confident patient choices.
LESSON 7 26 MIN
No Surprises Act: Understanding the Law & Good Faith Estimate
Understand the No Surprises Act requirements that affect chiropractic practices and the role of the Good Faith Estimate in compliant financial communication.
LESSON 8 16.5 MIN
Patient Account Collections
Build a professional accounts-receivable follow-up system that improves collections while protecting the patient relationship.
LESSON 9 14.5 MIN
Package Pricing: Removing the Pain of Payment
Use package-pricing strategies to reduce payment friction, improve the patient experience, and create greater financial predictability for the practice.
WHO THIS COURSE IS FOR
Built for the Entire Practice Team
Financial procedures affect nearly every role in a chiropractic practice. This training helps doctors and team members communicate from the same playbook.
Ideal for:
- Chiropractors and practice owners
- Office managers and financial coordinators
- Chiropractic assistants and front desk professionals
- Billing and patient-account team members
- Practices refining cash-based or patient-payment systems
PRACTICAL TRAINING
Systems You Can Use Immediately
Apply the training to real patient conversations, payment-plan decisions, compliant financial policies, account follow-up, and package-pricing discussions immediately.
WHY IT MATTERS
Financial Clarity Is Part of Excellent Patient Care
When patients understand their financial options and your team knows exactly how to communicate them, the practice becomes more consistent, more confident, and easier to do business with.
ENROLLMENT
Patient Financial Procedures
Nine on-demand lessons designed to strengthen financial conversations, compliant payment options, Good Faith Estimate procedures, collections, and patient-centered pricing.
≈ 2.75 hours of video training • 9 knowledge checks • Self-paced access
QUESTIONS BEFORE YOU ENROLL?
Frequently Asked Questions
Who is Patient Financial Procedures designed for?
How long is the training?
Does the course cover compliance topics?
How much is enrollment?
Make Financial Conversations Clearer, Easier, and More Consistent
Give your team the systems and language to guide patients confidently through the financial side of care.
Start Patient Financial Procedures Today