About the role
2. Payment Objection Handling • Clarify treatment cost, scope, and clinical rationale • Explain payment plans, EMI options, insurance coverage • Document objection type (price, timing, clinical doubt, budget) and resolution
3. Patient Communication • Send pre-appointment prep (documents needed, time to allocate, what to expect) • Send post-consultation treatment summary and next steps • Handle rescheduling friction and no-show prevention
4. Data & Reporting • Log all follow-ups in patient CRM (case status, objection, resolution) • Weekly report: cases contacted, conversion %, drop-off reasons • Flag trends (e.g. "payment plans needed," "clinical doubt common") to clinic lead
5. Revenue Realization • Ensure advance collection/booking before scheduled appointments • Reduce case abandonment after consultation • Drive referral follow-up and reminder calls (e.g. post-op, annual checkup)