Should the service provider or a staff member go over cash plans with a cleint?
It really does not matter who goes over the plans with the client. What is important is that plans are not reviewed with the client until the client has accepted and agreed to your treatment plan recommendations. There’s no need to talk money with a client unless they want to do your recommended service plan. Only then should the cash plan be discussed. The doctor should know how do present cash plans. However, if you would prefer a staff member present them, do so.
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