Tools of the Trade
Insider Advantage
Financing Fundamentals
Partnership Power
Growth Game
100

This customizable in-office tool lets you highlight packages and show monthly pricing.

Custom Pricing Sheet 

100

Insiders must attend this many Masterclasses per year to maintain status.

What is 2

100

This is what every patient should be offered, rather than assuming who needs it.

Payment Plans 

100

PatientFi offers zero processing fees on this company’s products after you complete a buy-in. 

What is Galderma

100

PatientFi approves patients with credit scores as low as this number, and is piloting expansion even lower.

600

200

This tool can now be texted directly to patients to show personalized monthly payments.

Payment Calculator 

200

To keep their Insider badge, participants must attend 2 Masterclasses per year and complete this many surveys.

What is two surveys
200

PatientFi can instantly approve patients for amounts up to this number.

What is 50k

200

This PatientFi integration streamlines workflows by connecting financing directly into this aesthetic EMR platform.

What is Aesthetic Record?

200

This program rewards practices quarterly with 1.5%, 2.5%, or 3.5% cash back, plus $200 gift cards.

What is Premier Partner Club

300

This monthly report is sent to Insider practices to track approvals, volume, and growth.

Insider Volume Report 

300

This quarterly perk is provided when an Insider practice grows compared to last year.

What is team lunch? 

300

Compared to other financing companies, PatientFi doubles patient conversions in this specialty.

What is plastic surgery 

300

Unlike competitors, PatientFi allows patients to finance this category of treatments, a major opportunity for Sculptra.

What is Weightloss

300

Practices using PatientFi saw this percentage increase in surgical sales compared to 23% with other companies.

What is 56%

400

This dedicated role provides practices with unlimited one-on-one support, staff training, and sales strategy.

What is Practice Success Manager (or rep) 

400

Beyond tracking numbers, Insiders are expected to do this regularly with their PSM to share struggles, wins, and feedback.

What is maintain open communication?

400

This type of marketing campaign targeting patients with unused funds drives an average of $149K in added loan volume.

What is retargeting campaigns 

400

PatientFi's promotion with Natrelle for Q4 

50% off entire procedure fees for the first 5 patients 

400

One surgeon grew their surgical volume by this percentage in a single year after adopting PatientFi.

What is 40%?

500

To request a custom social post, waiting room display, or email blast, practices must submit this type of form inside the Marketing Portal.

What is a Digital Marketing Request?

500

To maintain status, Insiders must not only attend Masterclasses and complete surveys, but also achieve this performance outcome each quarter.

What is maintain or grow financing volume?

500

PatientFi provides free marketing support across these 5 channels.

What are in-office, website, social media, texts, and email blasts?

500

These two Galderma products are particularly strategic for PatientFi patients, especially in the weight loss space.

Dysport & Sculptra

500

This type of campaign re-engages patients with open funds or unused approvals.

Open-to-buy Campaign

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