Skip to content
  • There are no suggestions because the search field is empty.

Drive Practice Growth With Pre-Qualification

How to remove financial uncertainty and treat more patients with Pre-Qualification.

Treatment Cost Can Block Every Type of Patient:

Utilize Pre-Qualification effectively by considering the patient journey.

Prospective Patients:

Prospective patients can hesitate to book consultations due to 1) affordability concerns and 2) high upfront costs.

Pre-Qualification can help new patients take the first step.

Scheduled Patients:

Scheduled patients can feel unprepared when presented with treatment plans that are multi-step.  

Pre-Qualification can help patients say "yes" to comprehensive care.

 Inactive Patients:

Inactive patients may miss or cancel their appointments due to the high costs of maintenance and prevention. 

Pre-Qualification can help re-engage patients so they commit to treatment. 

Simple Ways to Use Pre-Qualification:

Incorporating Pre-Qualification within various touchpoints will allow your practice to create financial clarity across your patient base. 

📌Remember that Pre-Qualification can be completed at any time as it does not require the patient's treatment to be determined nor does it count as a finalized application.

🖥️ Practice Website: Add a Pre-Qualify Now  button to your website with your unique link.

✉️ Patient Communications: Use your link and text code in appointment reminders, follow-ups, and even phone scripts.

🏢 In-Office: Place materials like table tents in the waiting room, where patients can see them at check-in.

📣 Promote: Feature it in your social posts, newsletters, and at events.

📞Reactivation: Reach out to past patients with open treatment plans - "Paying for treatment is easier than ever."

👉 Need help finding your practice's unique link and text code? 

👉 Order Pre-Qual marketing materials for your office here by choosing 'Pre-Qualification Kit' in the drop-down menu. 

Getting from Pre-Qualified to Activated:

Pre-Qualification is just the beginning in driving growth for your practice. Now that you have a pool of pre-qualified patients, your practice is ready to convert them into applications. 

📌The decision-making process can be different for every patient. Their Pre-Qualified status will be valid for 90 days in the Provider Portal, allowing for flexibility in timing and any updates to their plan. 

  • If the patient is ready to take advantage of a payment plan- Locate and click their name from the Dashboard and email/text the application to them to complete and sign. 
  • If the patient requires time to consider a payment plan- Encourage them to call the office when they're ready and inform them that they only have a few more steps. Additionally, you can always follow up at a later date.
  • If the patient's program type needs to be changed- Send a new link corresponding to their program OR click "Start New Pre-Qual" when you go to start their pre-qualified application.

Once your practice identifies best practices for when and where to use Pre-Qualification, you'll be on your way to achieving results- more patients walking through your door, fewer no-shows, and higher treatment acceptance.