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When should the dental office financial policy be explained to the patient?

The financial information should be presented to the patient prior to the start of extensive and expensive treatment. It is also advisable to have the patient sign the financial policy form and to keep that document on file.

What is an example of a financial control policy?

What are examples of financial controls? Financial controls are policies and procedures designed to prevent or detect accounting errors and fraud. Examples of financial controls include account reconciliation, double-counting cash deposits, approving new vendors and rotating staff responsibilities.

What are examples of financial policies?

Financial Policy Topics and Guidance Asset management. Cost allocation. Credit card use. Debt management. Fund balance and reserves. Investments. Travel and expense reimbursement.

How do you write a financial policy?

Creating Financial Policies that Work Decide who should create the policy. Gather enough information to develop the policy. Set a reasonable time frame to develop the policy and stick to the deadline. Clarify why the policy is needed. Clarify the existing situation.

How do you formulate a financial policy?

Developing and Approving a Financial Policy Discuss policy needs with your treasurer and finance committee or executive committee. Conduct an informal risk assessment. Draft the financial policy, followed by review and discussion by staff and board leadership. Present to board for adoption. Train staff on policy.

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