Your Financial Agreement Customization Meeting Is Scheduled
Thank you for scheduling your 60-minute meeting with Susan.
We look forward to customizing your Financial Agreement Form around your practice’s payment options and workflow.
Check your inbox for an email from Susan with more details about what to expect and how to prepare.
Before we meet, please have these items ready:
✓ Your current payment policies and any financial agreement forms.
✓ Details about third-party financing, membership plans, and clear aligner payment options, if offered.
✓ A Google account email to access your customized form and treatment tracker.
Join using the Zoom link in your Calendly confirmation.
Please use a desktop computer or laptop in a quiet place where you can focus. We’ll review the form together on screen, so please do not join from your phone or while in the car.
We look forward to helping your team guide patients toward clear, confident next steps.
