Patients Want Care—They Just Need a Path

According to the ADA, nearly 40% of adults delay dental treatment due to cost concerns—even when they know the care is necessary. Most aren't saying "no"—they're saying "not yet."

Patients need realistic, flexible payment paths. That means monthly payment options they can say yes to—and a team that knows how to present them with clarity and empathy.

Dr. Mann’s team is a great example. From the first phone call to the operatory, they used a clear, consistent process for presenting third-party financing. They trained on using the Financial Agreement Form, texted application links, and created a culture of confidence around financing.

“What made third party financing work so well for us was how easy it is for both the team and the patient. We send a link straight to the patient’s phone, they answer a few simple questions, and within minutes we have clarity. The process respects their privacy, removes awkwardness, and allows our team to confidently help patients move forward with care. In 2025, third party financing became a key reason we were able to schedule treatment that otherwise would have stayed unscheduled.” 

What does your process look like for your team to offer financing options? Do you have a process?

Talk to your team:

• How are they offering financing?
• How often are they discussing it?
• What does their follow-up look like?

Click here to talk about how to build a simple, confident system for your team to help patients say yes.