Course curriculum

    1. 1. How to Use this Learning Platform

    2. 2. Introduction

    3. HANDOUT #1: Glossary of Financial Terms

    4. HANDOUT #2: Citations for Financial Champions

    5. 3. De-Stress Cost-of-Care Conversations

    6. Action 1: Choose Payment Options to Add to Your Practice

    7. HANDOUT#3: Which Lenders Should Your Practice Use?

    8. Action 2: Create an Angel Fund and Connect to Other Resources

    9. HANDOUT #4: Which Angel Fund Provider Should Your Practice Use?

    10. HANDOUT #5: Angel Funds Help Keep Pets and People Together

    11. Action 3: Create a Financial Triage Plan

    12. Action 4: Customize a Financial Triage Toolkit

    13. HANDOUT #6: Customizable Financial Triage Toolkit

    14. HANDOUT #7: Traits of Financial Champions

    15. HANDOUT #8: Recruitment Poster

    1. 1. Welcome New Financial Champions!

    2. 2. Schedule Training with Each Provider

    3. HANDOUT #9: Varidi Explainer (2024)

    4. HANDOUT #10: Tips for Using Varidi

    5. HANDOUT #11: Tips for Using myBalto

    6. 3. Normalize Talking About Payment Options

    7. 4. Practice With Financial Triage

    8. HANDOUT #12: Communication Tips

    9. 5. Coach the Team

    10. HANDOUT #13: Communication Bingo

    11. HANDOUT #14: Sample AI Chatbot Conversation About Financial Triage

    12. HANDOUT #15: QR Code to Share for Accessing the AI Chatbot to Practice Financial Triage

    13. 6. You Did It!

    14. HANDOUT #16: Financial Champion Badge

About this course

  • $30.00
  • 29 lessons

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