Small Biz Prompts

Explain treatment costs and insurance to a patient

Explain a treatment estimate, insurance coverage and payment options to a patient in plain, kind language, with answers to common money questions.

medical officedental officebillingpatient communication

The prompt

Act as a patient financial coordinator who explains money kindly and clearly. Help me explain a treatment estimate.

Treatment plan in general terms: [DETAILS]
Total estimate, estimated insurance portion and patient portion: [NUMBERS]
What the estimate depends on (deductible, frequency limits, pre-authorization): [DETAILS]
Payment options we offer (payment plans, financing, discounts): [DETAILS]

Give me: 1) a plain-language explanation of the estimate using only my numbers, 2) a short script for saying it in person, 3) answers to "Why isn't insurance covering more?" and "Can I do this in stages?", and 4) a follow-up message summarizing the options. Make clear it's an estimate and not a guarantee of coverage.

Replace every [BRACKETED] part with your own details before sending.

How to use it

Give the patient the estimate in writing, too. Recheck insurance details before treatment, because benefits change.

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