Amanda with straight smile Solutions straightsmilesolutions.com and today we're going
to talk about how it works if your patient wants to discontinue Ortho treatment before it is done
and if they're expecting some type of refund so let's break it down into paperwork that I use or
have used that I recommend this paperwork is free for any of our clients I'll even give it to you
if you're an A La Carte customer premium concierge VIP anything um just reach out to me and I'll give
you a copy if not hey you can just create it from what you're looking at it's not that hard
um so in any case there's maybe templates online or you can you know whatever you'll
figure it out okay so this is your standard run-of-the-mill orthodontic treatment Financial
contract you can brand it yourself basically you're going to put the total price up here
this fee includes diagnostic records treatment planning and appliances used
um regular visits and initial retainers okay so this is important you need to make sure you're
letting the patient know what they're including on the front end before they start you don't want
to be like a used car salesman salesman and SS additional fees later so this is what you include
this is what we don't include so you want to make sure they realize they're going to get one set of
retainers I hope you're including one set because that's really tacky if you upsell retainers at the
end but you need to let them know that it'll be a not this that there's going to be a retainer menu
and it's going to be one set of recommended whatever the doctor recommends if they want
to upgrade to additional retainer packages or a like a bonded retainer then it's going to be an
additional fee and we can discuss that at the end so you need to really make sure they understand
also let them know that clear retainers are going to need multiple replacements throughout a
lifetime and there will be an opportunity and it's recommended that they get a bundle of retainers up
front because retainers can easily wear out Crack and break and when they start to stretch out it's
nothing visible so they want to switch them out on a regular frequency those are not included
and the retainer visits are included for x amount of months or one year I think one year is pretty
standard but any shifting is not included so you know that kind of stuff I have a zillion videos
just on like retainer menus retainer warranty creating as Dental retainer subscription program
monetizing a retainer subscription program that's in my retainer playlist you can go there we're
not going to get into that but this is something that you need to discuss on the front end okay so
this is the orthodontic fee it's divided into the following parts diagnostic records and treatment
planning so let's say your cost for Invisalign or braces is five thousand dollars okay so the
diagnostic records and treatment planning is probably going to be you know say 500 okay and
um all right this one doesn't have a lab fee on it but you know um if obviously if
you're doing Invisalign your initial Appliance of license fee is going to be significantly higher
than if you're doing braces so your initial Appliance placement's fee for Invisalign or
depending assuming you're doing comprehensive and plus bonding um plus delivery is probably
going to be 2500 okay and then this is going to be 500 that's 3 000 right there I mean I
yeah records and treatment planning at least 500 I might do 800 because stream of funding takes time
um so we're at least at 3000 right now that's 2 000 left maybe more like 3 500.
um and then the rest of it is going to be patient monthly payments of x a month for x amount of
months so you're going to break it up um I like the idea of also putting a retention in there
um to break that out that's really up to you it's not in here but it's just an idea so let's say we
made it 3 500 for this first part on the front end and then that's 1500 remaining over you know say
10 months 10 visits or whatever um so that's 1500 divided by 10 that's 150 per month so
if they stopped um at month four doesn't mean visit four it means month four you know then
they're getting a refund of you can do the math so that's a little bit more than that's you know
four tenths so they're getting approximately a if I'm doing this right approximately a 900 refund
off the 5 000 so they're paying 4 100 even if they're stopping early and they're getting 900
back if they paid in full now if Insurance hasn't paid they're not getting a refund obviously so
you know we'll we'll work that out once because usually insurance is going to stop paying so it
gets a little bit complicated um I do recommend and there's some ex you know exclamation you know
explainers here so you can create this however you want to do it the important thing is that
you do this on the front end and not on the um back end and it also says here the orthodontic
feed does not include required restorative oral surgery retune decal Dental checkups or special
dental services this is only for the orthodontics so if you need a frenectomy it's not included you
need to make sure they know that if you need restorative work during treatment it's not
included if you need bonding on seven to ten after treatment it's not included if
you need a canine exposure and ligation it's not included if you need your third molars
out it's not included if you need exposure on your second molars or a perculomectomy it's not
included if you need a cbct because there's some type of strange thing that's growing in the bone
that's not included okay so you need to make sure they realize that there's going to be other things
that they may have to do that are not included it only includes the orthodontic work and one
set of retainers so that's how it works get that worked out at the front end make sure they know
before they commit how that works people move things happen people get sick people lose their
jobs you know it's going to happen periodically depending on your demographics or maybe people
just don't like you and they want to transfer to a different provider it does happen so you
need to make sure that they're not getting upset because this is like the number one reason that
you'll get a bad review or a complaint to a dental board or insurance company is because you were not
you know clear in their mind they're like I just started treatment last month why am I you know
only getting a thousand dollars back I literally just got these aligners well yeah because our fees
are on the front end okay for braces it's going to be differently obviously that's how you want to do
it generally I'm going to do about one-third not two-thirds at the at the bonding for the
treatment planning records and initial you know installation it's going to be more heavy towards
the end and there's going to be more frequent and more more weighted towards the visits so
the refund is going to be a lot more for abrasives than it would be for an aligner case or if you had
um expanders together with the braces it might be a little bit higher so
all right you get the idea hopefully that was helpful you can create your own contract thanks