Front desk and scheduling
Financial arrangement
Also called payment plan, financial policy
An agreement on how and when a patient will pay for treatment, including any payment plan.
A financial arrangement is the agreed plan for paying for care, covering the estimated patient portion, when it is due, and any installments or third-party financing. Setting it before treatment starts prevents misunderstandings. Many offices collect part at the visit and write down the arrangement in the chart. Be clear about what insurance is expected to pay, since the patient is generally responsible for any shortfall.
Example at the front desk
We set up a monthly payment arrangement for the bridge, and she signed the agreement.