Course curriculum

    1. 1. How to Use this Learning Platform

    2. 2. Why Make Your Practice Financially Friendly?

    3. 3. How This Course Works

    4. 4. Create a Canva Account

    5. 5. Decide Which Payment Plans to Offer

    6. 6. Schedule Training with the Lenders You Chose

    7. 7. Customize a Financial Triage Decision Tree

    8. 8. Create an Angel Fund

    9. 9. Customize a Sign for Your Front Desk

    10. 10. Customize Your Website and Pre-Visit Outreach

    11. 11. Customize a Staff Guide

    12. 12. Modify Your SOAP in Your PIMS

    13. 13. Print Client Education Materials

    14. 14. Print Pet Help Finder Cards

    15. 15. Customize a Monthly Payment Chart

    16. 16. Customize and Print Posters & Social Media Graphics

    17. 17. Additional Tips for for Practices Enrolled in the "Say Yes to Care" Study

    1. 1. WANTED: Financial Champions!

    2. HANDOUT: Traits of Financial Champions

    3. 2. Financially Friendly Messaging Makes Visits "Fear Free" for Clients

    4. 3. Relationship-Centered Communication Builds Trust

    5. 4. Coach Staff to Talk About Money

    6. 5. Coach Staff in Financial Triage and Using the Modified SOAP Workflow

    7. 6. Practice With Our AI Chatbot

    8. 7. You Did It!

About this course

  • $30.00
  • 25 lessons

Discover your potential, starting today

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