Get Paid for Your Services GET PAID FOR YOUR SERVICES: Simple, Sensible
Payment Arrangements That Work! by Debbie Castagna, Jody Catalanello, Pam
Bringman-Gorrell, Virginia Stockinger Moore, and Linda Wooton Valencia (The
MOSAIC Management Group)
To provide dentists with an easy-to-use, straightforward process that will glean
98% of their collections, the five consultant members of the MOSAIC Management
Group (of San Francisco and Chicago) combined their in-office expertise to write
GET PAID FOR YOUR SERVICES: Simple, Sensible Payment Arrangements That Work!
What are the benefits of solidifying your payment arrangements and SOPifying
your collections process?
-98% collection rate
-Higher case acceptance rate
-Clear patient responsibilities regarding financial obligations
-Healthier accounts receivable
-Fewer "difficult" accounts and accounts sent to the collections agency
-Improved cash flow
Additionally, the effects of your improved cash
flow can ripple through your practice in the form of facility enhancements,
better dental supplies, salary increases�for both you and your staff�and better
employee benefits. Your written credit policy can be communicated with integrity
and consideration so that your patients understand that their health is your
priority. You will have consistent win-win payment arrangements that support
your office credit guidelines.
Table of Contents
Dedication / Acknowledgment
How to Best Use This Book and Disk
Introduction, 1
1. Payment Arrangements are a Team Effort! 3
2. Developing Credit Guidelines, 15
3. Preparation for the Payment Arrangement, 26
4. How to Negotiate a Payment Arrangement, 33
5. Paperwork, 46
6. Collecting Past Due Accounts, 51
7. Monitoring Success, 65
8. Congratulations! 77
Appendix
Forms, 78
About the Authors, 85
INDEX, 87
Table of Contents of the SOPs, Letters, and
Scripts
1 / Job Description: Financial Administrator /
4
1 / Performance Statement: Financial Administrator / 5
1 / Editing a Simple Job Description / 9
1 / How to Make Payment Arrangements a Team Effort / 10
2 / Creating Your Own Credit Guidelines / 16
2 / Office Credit Guidelines Questionnaire / 17
2 / Sample: Office Credit Guidelines / 22
3 / Payment Arrangements Without a Consultative Appointment / 27
3 / Payment Arrangements With a Consultative Visit / 28
3 / Payment Arrangement for Emergency Procedures / 31
4 / How to Negotiate a Payment Arrangement / 33
5 / Payment Agreement System and Risk Management / 46
6 / Collection Follow-Up System Using the Telephone 51
6 / Sample Telephone Reminder Script / 52
6 / Sample Solution Call Script / 53
6 / Sample Urgency Call Script / 54
6 / Delinquent Accounts Routine / 56
6 / Sample First Delinquency Call Script / 56
6 / Sample Reminder Collection Letter / 57
6 / Sample Solution Collection Letter / 58
6 / Sample Final Notice Collection Letter / 60
6 / Sample Dismissal Letter / 61
6 / Sample Collection Follow-Up Schedule / 63
7 / Monitoring Success / 65
7 / Completion Instructions for New and Existing Patient Monitors / 66
7 / Completion Instructions for Calculating Month End Totals... / 70
7 / Completion Instructions for the Month End Finance Monitor / 71
Forms / Payment Arrangement / 79
Forms / Payment Plan Follow-Up / 80
Forms / Sample: Patient Dismissal Letter / 81
Forms/ New Patient Monitor / 82
Forms / Existing Patient Monitor / 83
Forms / Month End Finance Monitor / 84
With 35 SOPs included as editable files on the accompanying CD, customization
couldn't be easier. As you read the book, identify a SOP for a specific task,
find its counterpart on the CD and edit it to describe the way it's done in your
office (or the way you want it done), print it, and replace it in the binder.
Working from a model saves you hundreds of hours work! Plus, you can adapt the
MOSAIC collection concepts to create a super collection process that leaves your
patients pleased; your staff informed and consistently applying a sensible,
straightforward system, and you PAID virtually every time FOR YOUR SERVICES!
The three-ring binder manual, with accompanying CD, costs only $100�less than
one stray payment!�and is available now.
For the hard copy we provide a 30 day money back guarantee
if you are not completely satisfied with the product.
Unfortunately, we are unable to offer a refund for the digital
download of this product because of the editor's policy. We
will, however, resolve any issues arising from technical
difficulties of the download process. Because of this
restriction, we strongly recommend that, before ordering the
downloadable version you review all of the information regarding
this product.
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