Not having a clear financial policy is asking for trouble. To help protect your schedule and convert more patients, Andrea Watkins and Alli Petriella share exactly what to include in your financial policy, where to introduce it, and how to talk about it in a way that builds trust, not conflict.

Including an expiration date on quotes adds gentle urgency, encourages commitment, and protects you if your prices change down the road. And when it comes to cancellations, vague policies open the door for excuses. A firm, consistent approach helps patients take their appointments (and your time) seriously.

Find out why bundling fees simplifies decisions, why exceptions almost always backfire, and how clear communication from the start keeps your schedule full and your patients committed.

Whether it’s reducing no-shows or reinforcing the value of your provider’s time, a strong financial policy does more than protect the practice—it keeps everything running smoothly.

GUEST

Allison Petriella
Plastic Surgery | MedSpa Consultant & Sales Expert

Alli is a results-driven SAAS sales professional and consultant with 12+ years of experience helping healthcare and aesthetics practices grow through technology, strategy, and process optimization. She specializes in guiding practices to overcome operational challenges and maximize growth by leveraging cutting-edge software solutions.

Connect with Alli on LinkedIn

SHE DID WHAT?
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HOSTS

Blake Lucas, Senior Director of Customer Experience at PatientFi

Blake oversees a dedicated team responsible for managing patient and provider inquiries, troubleshooting technical issues, and handling any unexpected challenges that come their way. With a strong focus on delivering exceptional service, he ensures that both patients and providers receive the support they need for a seamless experience.

Learn more about PatientFi

Andrea Watkins, VP of Practice Growth at Studio III Marketing

Andrea Watkins, Vice President of Practice Growth at Studio 3, coaches plastic surgery and aesthetics teams on patient acquisition, lead management, and practice efficiency to drive measurable growth. Formerly COO of a multi-million-dollar practice that nearly tripled revenue under her leadership, she now partners with over 100 practices nationwide—helping them capture and analyze data, streamline consultations and booking, and align staff training with business goals. With a directive yet approachable, non-salesy style, Andrea turns data into action, empowering practices to boost conversions, maximize marketing, and elevate the patient experience in a competitive market.

Learn more about Studio III Marketing and LeadLoop CRM for plastic surgery practices and medical spas. 

Co-hosts: Andrea Watkins & Blake Lucas
Producer: Eva Sheie @ The Axis
Assistant Producers: Mary Ellen Clarkson & Hannah Burkhart
Engineering: Cameron Laird
Theme music: Full Time Job, Mindme
Cover Art: Dan Childs

Practiceland is a production of The Axis: theaxis.io