Updated Care Plan Presentation Script #

Initial Greeting & Introduction #

“Hi [Patient Name], how are you today? Great! I have Dr. [Doctor Name]’s recommendations ready to review with you. Let me walk you through your personalized care plan.”

Care Plan Overview #

“Dr. [Doctor Name] has recommended a [X]-month care plan that includes [X] adjustments. Here’s how the schedule breaks down:”

• First [X] weeks: [X] visits per week

• Next [X] weeks: [X] visit per week

“This plan includes your follow-up nervous system scans and x-rays to track your progress.”

Additional Therapies #

“In addition to adjustments, Dr. [Doctor Name] is also recommending:”

• [X] laser therapy sessions

• Exercise therapy

“These therapies will be front-loaded during your first [X] weeks, so you’ll be receiving most of your laser sessions alongside your adjustments during that initial month.”

Cost Breakdown #

“Let me break down the investment in your care:”

• “The total cost for adjustments is $[____]”

• “The total cost for therapies is $[____]”

• “This brings your total care plan cost to $[____]”

Discount Explanation #

“Now, here’s the good news–when you commit to a care plan, you’re eligible for a discount of $[____]. Here’s how our discount works:”

• “Once you complete all [X] adjustments within the [X]-month timeframe, we’ll apply this discount to your account”

• “If for any reason you need to cancel early, the discount would no longer apply, and there may be a remaining balance on your account”

“With your discount applied, your care plan total comes to $[____].”

Payment Options #

“We’ll break this into [X] equal monthly payments for you. You have two payment options:”

• ACH/Checking Account: $[____] per month

• Credit Card: $[____] per month (includes a [X]% merchant fee)

Review Before Signing #

“Before I have you sign, do you have any questions about the care plan, the schedule, the costs, or the payment options?”

[Pause for questions and address any concerns]

Signature Process #

“Perfect! I’ll need your initials in these [X] spaces and your signature on this line. This document confirms that:”

• “You agree to the total cost of your care plan”

• “You understand how our discount system works”

• “You acknowledge our policy on declined care–if you’re unable to make up a missed visit within the [X]-month period, that’s considered declined care”

• “You understand this is a front-loaded care plan, so you’ll see a larger balance initially during the first month, which your monthly payments will resolve over the [X]-month period”

Post-Signature: Scheduling #

“Great! Now let’s get you scheduled. Let me check with [Front Desk Staff Name] about availability.”

“What days and times typically work best for your schedule? Just so you know, we’re open:”

• [Day(s)]: [Time availability]

• [Day(s)]: [Time availability]

• [Day(s)]: [Time availability]

“[To Front Desk]: Hey [Staff Name], [Patient Name] needs to schedule their appointments. They’ll need laser therapy plus adjustments for the first [X] visits, so we’ll want [X]-minute time blocks for those.”

Payment Setup #

“While [Staff Name] is finding those times, let’s set up your payment method. Would you prefer ACH from your checking account or credit card?”

If ACH/Checking: #

“Perfect! Your monthly payment will be $[____]. Do you have your bank information with you?”

• If yes: “Great! [Staff Name] will save that to your file. What day would you like your payments to process? We typically schedule within the first [X] days of the month. We can start today and continue on the [date] of each month, or you can choose another date.”

• If no: “No problem at all! You can bring that information to your next appointment. Since today is [day/date], we’d love to get you back in either [day] or [day], and we can set up your payment then. [Staff Name] will put a note on your appointment so we remember.”

If Credit Card: #

“Sounds good! Your monthly payment will be $[____], which includes the [X]% merchant fee. [Staff Name] will process that and save it to your file.”

Closing #

“You’re all set! Do you have any other questions before your first appointment? We’re really looking forward to helping you achieve your health goals!”

Key Reminders #

• Always ask if they have questions BEFORE requesting signatures

• Be clear about front-loaded care and how it affects their account balance

• Emphasize the discount is applied AFTER completion of all visits

• Confirm payment method and date before they leave

• Schedule next appointment before patient leaves, especially if payment info is pending