💰 1. Financial Breakdown
- Total case fee presented
- Insurance orthodontic benefits verified
- Lifetime ortho maximum confirmed
- Age limitations reviewed (if applicable)
- Remaining ortho maximum calculated
- Estimated insurance portion explained
- Patient portion calculated clearly
💵 2. Financial Agreement & Payment Setup
💵 OPTION 1: Paid in Full
- Total case fee reviewed with patient
- Insurance portion verified and deducted (if applicable)
- Pay-in-full courtesy discount applied (if applicable)
- Final balance confirmed
- Full payment collected (Cash or Debit/Credit Card)
- Receipt provided, signed copy saved to file
- Financial agreement signed
🏦 OPTION 2: In-House Financing
- Total case fee reviewed
- Insurance portion verified and deducted (if applicable)
- Patient portion clearly calculated
- Minimum down payment collected
- Non-refundable down payment form signed
- Remaining balance calculated
- Monthly payment amount determined
- Payment term length confirmed (ex: 6, 12, 18 months)
- Recurring payment dates scheduled
- Auto-pay authorization form signed
- Debit/credit card securely stored (per office policy)
- In-house financing agreement signed
- Patient informed of late payment policy
💳 OPTION 3: Third-Party Financing
- Total case fee reviewed
- Insurance portion verified and deducted (if applicable)
- Patient applied for financing (HFD, Sunbit, and CareCredit)
- Approval amount confirmed
- Promotional term reviewed (if applicable)
- Financing agreement signed with lender
- Office processed transaction for approved amount
- Any required down payment collected (if financing does not cover full amount)
- Receipt provided to patient and saved to file
- Financial agreement signed
- Patient informed that future payments will be made directly to financing company
📝 3. Required Documentation
- Invisalign consent form signed
- Copies of ID and insurance card on file
- Financial agreement signed
- Treatment plan presented signed
- AutoPay form filled and signed (If In-house financing chosen)
- Signed receipt
- Email/Portal confirmation of Third-Party Payment completed
- Non-refundable down payment form signed (If In-house financing chosen)
📅 4. Scheduling
- Delivery appointment scheduled
- Attachment appointment scheduled (if separate)
- Follow-up appointments scheduled (6–8 weeks)
- Retainer appointment tentatively planned
🔐 Final Sale Confirmation
- Payment collected
- All documents signed
- Case submitted
- Delivery appointment confirmed
- Case marked as "Accepted" in software