In this solo episode, Dayna discusses the process of preparing treatment estimates for patients. She emphasizes the importance of being proactive and accurate in estimating out-of-pocket expenses. Dayna introduces the concept of an AI bot that can handle insurance verification, making the process more efficient. She provides step-by-step instructions on how to generate treatment estimates and customize report styles. The episode concludes with a discussion on presenting treatment estimates to patients and scheduling their appointments.

Takeaways

Being proactive and accurate in preparing treatment estimates is crucial for patient satisfaction.

An AI bot can streamline the insurance verification process and improve efficiency.

Creating customized report styles can make generating treatment estimates easier and more consistent.

Presenting treatment estimates to patients and scheduling their appointments should be done before they leave the office.

Chapters

00:00 Introduction and Background

00:31 Preparing Treatment Estimates

03:12 Benefits of AI Bot

04:12 Generating Treatment Estimates

05:42 Creating Report Styles

06:42 Customizing Report Styles

09:49 Presenting Treatment Estimates

11:36 Scheduling and Documenting Treatment

15:05 Conclusion and Call to Action

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