Quote conversion
An approved quote that doesn't turn into treatment usually runs into one thing: the payment method. Offering Sou CredOdonto's dental credit at the right moment can be the difference between the patient coming back or giving up.
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The problem
It's common for a patient to agree to the treatment plan and still never come back. Most of the time, the reason isn't the treatment itself, but the payment method available at that moment.
The right moment
The ideal moment is to present the installment option right after closing the quote, in the same conversation, so the patient already leaves the clinic knowing there's a way to pay in installments without using their credit card.
Step by step
The dentist or front desk presents the treatment amount to the patient.
You let them know there's the possibility of applying for a credit analysis to pay in installments.
The patient fills out the application on their phone, right there or later, at their own pace.
Once the analysis is complete, the patient comes back to move forward with treatment.
Benefits
The patient leaves the appointment with a concrete payment alternative.
Your clinic receives the treatment amount upfront, even with the patient paying in installments.
Installments are charged by bank slip or PIX, not on a credit card.
Frequently asked questions
The ideal moment is to present the option right after closing the quote, in the same conversation, so the patient already leaves knowing there's a way to pay in installments.
The analysis considers the quote presented for each treatment, always subject to individual evaluation. There is no automatic approval guarantee for any amount.
It's not mandatory, but it helps a lot: the team just needs to know how to explain that there's an option to apply for a credit analysis to pay in installments.
Yes. Offering credit is just one more payment alternative. The patient can choose other payment methods your clinic already uses.
The credit offer comes in as one extra step after the quote, without requiring changes to the rest of your appointment flow.
Our sales team can guide your staff on how to present the credit option to patients after the partner clinic registration.
Register your clinic and start offering Sou CredOdonto's dental credit at the right moment.