How To Maximize Your Front Desk Collections... And Get What's Rightfully Yours.


Dear Practice Owner,

Do these words sound familiar? 

  • Oops, I’m out of checks…
  • Darn, I forgot my debit card…
  • I’ll bring you the money next week…


It probably has happened to you too… You finally get to the front of the line just to discover you don’t have the money on you to pay for your groceries.

So what do you do?

Do you tell the cashier you’ll bring in the money next week?

Unlikely… You won’t even try.

Yet that’s what the folks working your front desk hear frequently: someone doesn’t have the money to pay the co-pay, but still, wants to be seen.

Most patients have reasonable explanations why they don’t have money on them. And that’s why your staff struggles to collect what should be paid up front: copays, deductibles, and co-insurance.

It’s one thing to be at the grocery store without money; you simply leave, no one misses out or loses.

But it’s another thing if this happens in your office; it’s a bit more complicated when someone comes in and can’t pay.



  • The patient may be sick or needs a refill for medication they depend on.
  • You’ve set time aside for the appointment. If you don’t see this patient today, there will be a gap in your schedule.
  • And let’s not forget this is how you generate revenue. You only get paid when you see patients, not when you turn them away…

And your front desk staff  understands the predicament. 


What Should They Do...

when someone comes to an appointment but doesn’t have the money or doesn’t want to pay up front? 

  • Turn them away?
  • Reschedule the appointment?
  • Lecture the patient about needing to pay at the time of service?

Sometimes that may just be the right approach. It seems there’s a small group of people who think they shouldn’t have to pay anything: everything should be paid by insurance or “someone” else.

Some of them use your services until you get tough with them. Then they move on and simply switch to another provider. But they are the exception, not the rule.

The majority of your patients appreciate what you do for them. They want to pay even though sometimes they might forget the debit card or may not have any cash… It happens.

However, there’s a much bigger problem you’re up against… 

Healthcare In America Is Getting More And More Expensive Every Day!


Consequently, even insured Americans today report difficulty affording health care and keeping up with payments. 

  • Patient out of pocket costs are soaring, even for those with insurance.
  • Patients are faced with bigger co-pays, higher coinsurance, and sky-high deductibles.
  • High Deductible High Premium Plans (HDHP) are on the rise: a 54% increase since 2010.
  • 39.1% of HDHP subscribers under the age of 65 are privately insured.


And all of this puts providers like you, smack dab in the middle, caught between “a rock and a hard place.”

On the one hand, you know how much financial stress affects the health of your patients. On the other hand, you need to collect money from them.

You must collect copays, coinsurance, and deductibles or your business may be affected.

Because what we call “patient responsibility” is a significant part of your overall revenue today. And if you don’t get these payments from patients, the financial health of your practice could be at stake.

Do You Realize That The Average Practice Could Lose Thousands Of Dollars In Revenue Each Year If Not Collecting Co-Pays?


So don’t think for a moment that it doesn’t matter whether you collect patient balances or not. 

But there’s even more to consider. If you neglect to collect copays, coinsurance, and deductibles from patients prepare for two things: 

  1. Firstly, as mentioned before, you’ll lose revenue, lots of revenue. Not collecting money from patients may even force you to close your practice down the road. Because at some point it may no longer be financially viable to keep your doors open. 
  2. Secondly, you could run into legal trouble. Most insurance contracts stipulate that you must collect certain payments from your patients. And if you don’t collect, you are in violation of a legally binding contract.

That’s the reality, and you can’t afford to ignore it. It’s up to you to collect the money.

So what should you do? 


What Can You Do?


Decide to address the problem head on!

Because if you don’t do anything, you could find yourself in a heap of trouble.

That’s why today, more than ever, it’s crucial you implement effective strategies so you can keep your practice open and continue to serve your patients.

You must develop effective front desk procedures and train your staff so they can easily collect all patient responsibility.

Because the faster you collect, right at the time of service, the more successful you will be. But the more time elapses between service and payment, the less likely you’ll see any money.

In addition to training your staff, you must also “train” your patients. It’s important that patients understand their responsibility to make payment at the time of service.

But for many providers and their staff talking about money is uncomfortable. Never mind asking for money right after someone has said they can’t afford to pay.

That’s why, unfortunately, all too often these conversations never take place...



And that’s the reason I created my new program called “Maximizing Your Front Desk Collections.

In it, I share my best strategies and techniques to help you get the money that’s rightfully yours… Without feeling awkward, uncomfortable, or even guilty.


My new program shows you:

  • How to boost your comfort level so you can easily talk about and ask for payment.
  • How to talk “money” with patients so that you won’t feel you have to give up ground.
  • Why you want to put the financial odds in your favor from the very start.
  • How to avoid embarrassing “money-discussions” so that your patients won’t feel uncomfortable.
  • How to determine patient obligation based on contract, so you know exactly what is required.
  • How to increase your collections by offering discounts so you can help patients that may need it.
  • How to tap into technology to improve collections so you can streamline the process.
  • Why you want to offer various payment options so that your patients can benefit from greater flexibility.
  • How to utilize a patient portal so you can offer greater flexibility.
  • Why you always want to bill without delay.
  • The benefits of a strong financial policy so there is clarity and patients fully understand it.
  • Learn why and how you can:
    • Collect a deposit against future charges.
    • Place a credit card on file maintaining HIPPA compliance.
    • Easily verify insurance coverage.
    • Quickly verify outstanding balances.
    • Determine the best time to collect payments.


Last but not least, I included scripts for your front desk staff so that they will know:

  • How to ask for money without being timid and uncomfortable.
  • What additional options they can offer to patients to avoid confrontation and to keep communication open.
  • What to say to patients no matter the situation.
  • What to do no matter the circumstances.
  • What exactly you expect from them.


If you’re ready to learn the simple steps to maximize your front desk collections and reclaim what’s rightfully yours, click here now.

You’ll have immediate access to everything in “Maximize Your Front Desk Collections” right after checkout is complete. 

  • You get over 93 minutes of bite-sized video instruction so that you know what to do step by step.
  • You get a workbook, resource documents, and sample forms so that you can easily implement what you learn.
  • You get checklists and collection scripts to train your staff so that they always know what to say and what to do.
  • You get access to resource links to help you access additional material.
  • The program is 100% digital. Watch it at your convenience, 24/7, from the comfort of your home or any location of your choosing

Discover the simple steps to maximizing your collections when you get your copy of "Maximize Your Front Desk Collections” today. 

Best regards,

Barbara C. Phillips, APRN, GNP, FNP-BC, FAANP



P. S.

What are you waiting for? Don't miss the opportunity to get your copy of the program while available for only $47.


Reserve Your Copy Now

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.