Collecting patient copays at the time of scheduling is one of the easiest ways to keep your dental practice’s cash flow steady and predictable. When payments are handled upfront, your team spends less time chasing balances and more time focusing on patient care.
Before the appointment, make sure your team is verifying dental coverage and benefits. Loading this verified information directly into your practice management software ensures your treatment plans and patient estimates are accurate from the start—saving you from time-consuming rework later.
Next, always review the treatment plan and financial obligations with your patient. Have them sign and acknowledge the plan so everyone is on the same page. Patients who clearly understand their financial responsibility are far less likely to cancel or delay treatment at the last minute.
Transparent and efficient financial systems aren’t just good practice—they’re essential for keeping your accounts receivable under control.
📝 Pro Tip: Set expectations early to prevent surprises later. Download our FREE Patient Payment Agreement Form from our [Free Downloads] section to help your team streamline the process and build patient confidence from the very first interaction.
