hey it's Dr Amanda from straight smile Solutions straightsmilesolutions.com we're
going to talk a little bit more about accepting transfer cases specifically
from Invisalign but insert any aligner company you know that you might be part of
um into this workflow so I'm just going to kind of to kind of grab this screenshot this
is a screenshot from clincheck if you are within the line technology or Invisalign if you don't
appreciate that I grabbed a screenshot there's nothing HIPAA compliant here
um you're more than welcome to contact me to ask me to take this video down you do not need
to send me any letters from your attorneys all right anyway so let's get into the meat
of this because a lot of you are making some big mistakes big mistakes with your transfers and how
you deal with it so this is how we deal with it and I realize it's not the super smooth but this
is just how I've learned over the last 20 years to not Mist up and not screw up um first of all
anytime someone comes to you and says hey I want to transfer providers for Invisalign I see that
you're an Invisalign provider of course you always want to ask why right there's three major reasons
and you need to know the true true true reason okay like to the point where I'm gonna demand
to know the truth I'm gonna find out anyways so you might as well tell me number one they moved
I always say well you know it's going to be more expensive for you to do treatment here with us
you know it's not it's never a plus b equals c you know it's always going to be more it's
going to probably be a lot cheaper for you to just work with your doctor fly back once or twice and
finish up the case especially if they're towards the end you know if they're looking pretty good
um and it's always good to know the truth I mean obviously if they move from one continent
to another continent that's a different story but if they're just moving you know from San Francisco
to LA or San Francisco to Denver it's going to be cheaper for them just stay with their doctor
because you can do all your visits with Invisalign remotely now through Invisalign virtual I've seen
complete cases done remotely you know just come in for the attachments at the beginning and then
they just get the attachments off at the regular dentist at the end it's like one visit so I don't
see why this is what you really even need to transfer to be honest so first of all I'm gonna
mention that and just kind of see what they say they may not even know about Invisalign virtual
um so let's start there and see if they're interested in that I'm going to try to dissuade
them from transferring because it never works out well okay so that's first reason they moved
we can settle that with the whole Invisalign virtual thing you know and you can always say
Hey you can come to me at the end I can take the attachments off and give retainers that's going
to be a much smaller fee you know than the whole transfer okay so let's put that aside
um second reason is that they're dissatisfied they're not getting the outcome they want
um you got to kind of ask about that how are things going did you ever see the cling check
is it moving predictably that's where I actually want to see the clinch check and there's ways that
the old dentist can export the clean check now in order to get the clean check exported
um they're gonna have to sign a release so you're gonna ask them to sign a release
because we're going to actually not only want to see the clinch check to see if it looks like
garbage or not if it looks like a really nice Clint Jack I'm feeling a lot more comfortable
um of course I'm going to make my own anyways but you know if it's something like whackadoodle and
they're moving things in the wrong direction I don't know that I want to touch this case
um or even get mixed up and Tangled into something that might be a liability
um so now this step we're going to have them sign the release we're gonna say
hey we're going to contact your you know your dentist and talk to them a little bit
about the treatment how things went if they look uncomfortable about this this
is a red flag okay this usually means that the patient did not pay for things
um you know they might say oh my dad just died I've heard this a hundred times the dentist's
not dead it happens more often than you than not that the patient stops paying or there's
issues with financials or something and they just stop giving you more aligners and they're like oh
I need to go find another provider well little do they know is that dentist number one has to sign
the release as well as the patient as well as you there's three people that have to sign this whole
trifecta this Trilogy in order to have a transfer so dentist number one has to release it now that's
not cool if you hold hostage due to payment but I can't get involved in that that's really up
to the patient so it may not even be possible to take a transfer case and in that case it's
a brand new case a brand new fee and a full fee so let's let's get this drama sorted out at this
step if they look comfortable yeah sure give Dr so-and-so a call I'll let them know that you're
calling you know sign the release okay I'm feeling a little bit better that's step two
um yeah and and actually I kind of bundled step two and step three together because I said that
um number one major issue is that they moved we can solve that that's really not a big deal number
two is that they didn't pay and number three is that there there's a whack-a-doodle treatment plan
that's not predictable so those are the three things find out the truth truth truth get the
release signed give the doctor a call now I don't want to talk to the staff I want to talk to the
doctor I also do want to know from the staff once they've signed the release one was last
appointment how many appointments have they been how much did they pay you know Etc et cetera and
then I'm gonna ask for a screenshot from the staff and this is the important part this is
the screenshot that I want to see and up here is the patient's name um but I didn't put it in this
comprehensive package I do not and I repeat I do not take any transfers that are not comprehensive
No Light No moderate no Express no go no assist I'm going to say it one more time nothing but
comprehensive and now there's comprehensive three and five I'm assuming it's gonna say three if
it's three here three is a maybe five you know obviously comprehensive the other thing I want
to see is that the treatment expiration date it better be far in the future if it's next year
and I'm not taking it nope it needs to be at least two years from now it's a Five-Year Plan
if this was like ages ago and I have a very small window to get this done this is going to turn into
a nightmare she got to go back to her old dentist or pay for a brand new case because I'm not
messing with that so comprehensive and Far Away treatment expiration date No Light No moderate
no go no assist no Express okay none of those why because they either come with no refinements or
limited refinements you don't know if they're used now you're under the knife you're under the gun
to try to finish it with all these limitations I don't even know this patient I don't even know if
it's possible I don't want that stress it's gonna possibly end up costing me more okay so let's say
let's say it's a one-off and everything went peachy in terms of what they've told you before
the patient really did move they moved from San Francisco to New York it is very expensive to go
back and forth between trans San Francisco and New York and their doctor isn't into Invisalign
virtual I don't really understand that um they really really really want to transfer okay that
makes sense you've called the doctor doctor is cool doctors explain she's a good patient making
payments regularly blah blah blah showing up for her appointments this is stuff I want to know
um it's a comprehensive case expiration date is three years from now okay that sounds reasonable
at that point um I'm gonna go ahead once I have that perimeter preliminary information I'm gonna
go ahead and I'm actually gonna do I'm gonna go I'll give the patient um the paperwork to
go ahead and get the transfer process signed Pro started she needs to get she's responsible from
getting it from her doctor uh and you know what take a step back I don't want the paperwork done
yet because I want to make sure that she's going to be okay with my with my plan and my pricing
first so now what I'm going to do so scratch that I'm gonna make a mock-up patient in my Invisalign
portal so she hasn't transferred yet so it's not gonna not recognize her I'm gonna go ahead and
take a scan at this point maybe I'll take a little deposit refundable maybe I won't that's up to you
um I'm gonna take a scan take it you know take photos I'm gonna submit the case like a brand new
case and I'm going to work up the case to Ideal the way that I would do it x-rays everything if
she wants to get copies of her x-rays from her dentist and bring them to you um that's fine too
but they need to be recent so if they're not within the last six months then we're taking
new ones anyways like I said you can charge her or not charger it's up to you we usually do not
um just because it gets messy and it's really not costing me anything just my time um it's an
act of good faith so we're gonna go ahead and work out the patient I'm gonna make an ideal treatment
plan as if it was in your case look it's going to be 55 aligners with some IPR blah blah here's
our options um you know this will take about a year Etc you know and if she likes my treatment
plan then we're good I'm gonna say well it looks like you we will not have a lab fee because you
were comprehensive and your Expedition day is far out so that saves me eighteen hundred dollars my
normal price is 5500 I'm sorry that your insurance payments already went to doctor whoever that's up
to you to try to get some of them back or part of them back or you can work with your insurance
company we're not involved in that at all we're going to be cash you know so um because you've
already used your insurance transferring insurance from one provider to another is a nightmare don't
even count on that that's a no that's their problem okay don't promise that don't do it
um so if my price was 5500 less 1800 we still have initial records we still have
final records we still have retainers we still have treatment in between the only thing we do
not have is that lab fee so do the math 5500 minus 1800 you know and so that's gonna be what
30 3700 did I get that right something like that sorry good morning
um okay so brain isn't working at this early coffee hasn't kicked in 3 700 is going to be
my fee that's going to be all inclusive assuming we are transferring this case
and assuming it gets transferred over you know so we're just going to kind of write it down
They're Gonna Save sign that's okay you know and then we'll start the transfer process okay then at
that point they're gonna go ahead and that's their job to get it transferred over once it
lands in my account we're gonna go ahead and do a refinement we're going to Archive the mock-up
case you can write when you archive it you can write please duplicate this case mechanics
um you know Etc et cetera you might have to call Invisalign to get sorted out because
you're already gonna have that scan paired with that plan so it's not going to let you
necessarily use it for a refinement scan but it's really easy to sort out you just give them
a call and basically just duplicate that plan as a refinement on the case that was now transferred
and archived the other one bing bang boom you're good to go you still got paid the same you didn't
have to pay a lab fee and we're all good and that's how you do it all right thanks so much