PatientNow Financing Inquiry Calls

Affordability questions arrive before the consult

For elective surgery and large treatment packages, the money question often comes first. A caller wants to know whether you offer payment plans before she books a consult for a breast lift. Another wants to know whether a medical financing approval she already holds can be used at your office. A third is comparing two practices and wants to know which one makes a package easier to afford.

These callers are serious, and they want a direct answer. A front desk that hesitates, or says only that someone will call back, can lose them to a practice that answered more confidently.

What Katie can say about payment plans

Your practice tells Katie which financing options you accept and how you want them described. She can explain, in your words, that third-party medical financing is available, that a coordinator reviews options at the consult, or that payment plans exist for certain packages.

She does not run applications, check credit, discuss approval odds or collect card details. Financing decisions belong to the lender and to your team. If you do not offer financing at all, Katie can say so plainly and still offer the consult.

• Katie shares which financing options you accept, as you describe them
• Katie explains when in your process financing is discussed
• Katie routes application help, approval questions and plan terms to your team
• Katie never takes card numbers or makes promises about credit

What stays with your finance coordinator

Detailed conversations about monthly amounts, promotional terms, or splitting a surgical fee between financing and a deposit are coordinator work. While you are open, Katie can transfer those calls to whoever owns them. Outside hours, she records the question and the procedure, so the coordinator calls back ready to help rather than starting from scratch.

Some callers are embarrassed to ask about money. Katie treats the question as routine, because it is, and the caller does not have to explain herself twice.

Notes that help the follow-up call

A good financing summary saves time on both ends. It names the procedure, notes whether the caller has already had a consult, records which financing option she mentioned, and flags anything time sensitive, such as a target surgery month or an approval that expires soon.

MedReception AI is live with practices on PatientNow, so your coordinator reads the summary and continues the conversation where the caller left it, without asking her to repeat the details she already gave.

If the caller names a specific lender, Katie records it, so your coordinator can confirm whether you work with that lender before the callback rather than during it.