This one on one training is for all staff who have money conversations.
Financial triage is the process of grouping clients into buckets based on their current financial capacity and identifying a payment solution most likely to result in 1) their pet getting the treatment it needs and 2) the clinic getting paid for services without heavily discounting or subsidizing for all clients.
The 3 general buckets into which veterinary clients can be triaged are:
The clients you don't have to worry about!
A majority of clients fall into this category and may also be "financially fragile," "credit invisible" or "credit unscorable"
These are clients who may be unemployed, homeless, or experiencing situational or systemic poverty.
Applying "financial triage" can help clinics better understand what level of affordability they're dealing with so they can match clients with the most appropriate payment solutions. It also helps practices better utilize their pay over time plans, Stay Together or Angel Funds, grants, donor dollars or vouchers to help more people.
To learn more about this training email firstname.lastname@example.org