These editable Word templates give your team scripts, forms, and policies to improve patient communication, streamline scheduling, and keep your office systems consistent.
 
In this bundle, you will gain access to the following:
Financial Arrangement Plan – Provides patients with clear payment options, including pay-in-full discounts, installment plans, and financing choices.
Monthly New Patient Call Conversion Sheet – Track incoming calls, appointments scheduled, and completion rates to measure and improve new patient conversion.
New Patient Letter – Professional letter template that ensures patients are prepared for their first visit, covering paperwork, insurance, and appointment expectations.
Patient Dismissal Letter – A respectful template for discontinuing patient care while guiding families to transition smoothly to another provider.
Reschedule Verbiage – Ready-to-use call and text templates for rescheduling appointments, keeping communication clear and professional.
 
Perfect for new practices building their office systems or established teams wanting consistency.