Coaching Services

Financial Coordinator Training

šŸ’µ Financial Coordinator Training — Clean Up the Chaos. Lock In the Cash.

If your past-due balances are creeping up, your insurance payments are dragging, or you’re tired of chasing down money — it’s time to get control of your systems.

This 4-hour training is built to help your Financial Coordinator simplify, systematize, and reduce past-dues to under 1% (yes, really). We’ll walk through how to handle payment plans, manage insurance claims, and keep cash flowing — all while staying calm, consistent, and patient-facing.

This isn’t just theory — it’s what we use in our own practice every day.

āœ… What’s Included:

  • 4 hours of remote, personalized training
  • Our scripts, forms, workflows, and systems
  • 90 days of support (email, text, and phone)
  • Coaching for the doctor to help build alignment and accountability
  • Tips for preventing financial bottlenecks before they start
Want your past-due report to be boring?
Let’s Czechmate it.
Train your financial lead to run clean, confident, and on time — every time.

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Ready to stop surviving and start winning on your own terms?
Let’s talk. Schedule your free orthodontic strategy session today.

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