Case Agreement Starter System

Make Financial Options Conversations Clearer. Help More Patients Take the Next Step.

Equip your team with a customized Financial Agreement Form, private training, and a simple tracking process to explain payment options, collect the agreed payment at scheduling, and see who still needs follow-up. .

$1,495 per practice

Eight practices in this enrollment period

Enrollment closes October 23, 2026 at 11:59pm Eastern or sooner if all spots are filled

Enroll My Practice

Your Patient Wants the Care. Your Team Needs a Clear Process.

“How am I going to pay for it?”

Your team needs to answer that question confidently—and help the patient understand what happens next.

But when treatment information arrives late, financial options conversations feel uncomfortable, or follow-up depends on memory, opportunities can slip through the cracks.

The Case Agreement Starter System helps you establish a practical process your team can use consistently.

A Form Customized to Your Practice.

Training to Put It to Work.

Align With the Doctor

45 Minutes

Customize Your Financial Agreement Form

Train Your Team

60 Minutes

Track Use & Patient Follow-Through

Review & Adjust

45 Minutes

Resources For Success

We meet with the doctor to identify the practice’s payment options, and review the workflow.

We customize a form around your payment options. Different tabs clearly explain ways to pay for treatment.

We train 1-2 team on preparing and presenting the form, discussing options, responding to hesitation, and documenting next steps.

Your treatment tracker helps the practice record form use, scheduling outcomes, and treatment dollars.

One month after training, we meet to review successes, obstacles, and opportunities to improve consistency.

You’ll also receive a training recording, the Financial Agreement Quick Start Guide, and a preparation checklist.

Make Payment Options Easier to Understand

A patient may want to move forward with treatment but need a manageable way to afford it.

During the doctor meeting, we discuss the payment and third-party financing options your practice offers or wants to explore.

We incorporate the agreed options into your form and train your team to explain them clearly.

Financing approval and terms depend on the provider and the patient’s eligibility.

Two Practical Bonuses to Support Consistency

Before the Patient Leaves Checklist

Help your team confirm the patient’s understanding, document their payment choice, collect the agreed payment at scheduling, and record the appointment or follow-up step.

Five-Minute Weekly Review Checklist

Give the doctor or office manager a simple structure for reviewing form use, scheduling outcomes, treatment dollars, and patients needing follow-up.

Our Confident Implementation Guarantee

Attend the training, use the Financial Agreement Form, and record your activity in the tracker.

If an implementation obstacle remains at your one-month review, you’ll receive one additional 30-minute Zoom session at no charge, held within 30 days after that review.

We’ll focus that session on the unresolved obstacle to preparing, presenting, or consistently using the form.

Your Investment: $1,495 Per Practice

One Payment at enrollment includes:

✔ The 45-minute doctor customization meeting.

✔ Your customized Financial Agreement Form.

✔ Private 60-minute training for one or two team members.

✔ The treatment tracker and supporting instructions.

✔ Your training recording and Quick Start resources.

✔ A 45-minute one-month follow-up.

✔ Both implementation checklists.

✔Our Confident Implementation Guarantee.

Customization meetings begin the week of October 26, 2026.

Enroll My Practice - $1,495

Eight practices can enroll during this period. Enrollment closes Oct 23, 2026 at 11:59 p.m. Eastern, or sooner if capacity is reached. Additional interested practices can join the waitlist for the next period. .