Free Checklist Download

Collect Patient Balances with Confidence — No More Guesswork

Download our Front Desk Collections Checklist to streamline estimates, reduce refunds, and improve cash flow, all while keeping patients informed and satisfied.

Collecting patient payments upfront doesn’t have to be stressful. With the right process, your front desk can deliver accurate estimates, set clear expectations, and boost collections — without endless back-and-forth.

This printable checklist gives your staff a step-by-step playbook for daily, weekly, and monthly tasks that keep collections consistent, compliant, and patient-friendly.

Ready to turn estimates into a process your team can trust?  👉 Fill out the form to get your free checklist and start collecting with clarity.

This checklist is for you if:

  • Patients often call back confused about balances or bills

  • Your staff feels unprepared when asked, “What will I owe today?”

  • Refunds, billing errors, or delayed payments keep piling up

  • You want a clear, repeatable process instead of ad-hoc guesses

Inside the checklist:

  • Daily steps for accurate eligibility checks and estimates

  • Weekly reviews to catch errors before they snowball

  • Monthly metrics to track performance and improvement

  • Pro tips to keep patients informed and happy

  • A quick-reference format your front desk can post and use every day

Use it to:

Strengthen your front desk process, reduce refunds, and create a better financial experience for patients.

 

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What Our Clients Are Saying

"EZDERM empowers our practice and enables our staff to prioritize time with patients. With EZDERM's intuitive design and integrated system, we capitalize on practice efficiencies, so we can devote our energy to healing and humanizing patient care."

Dr. Ortleb
MOD Dermatology

“As a small business owner I wear a lot of hats and constantly navigate balancing operational tasks with providing top-notch care for my patients.With EZDERM, I was able to pass one of those hats off due to their streamlined training and onboarding resources. EZDERM was an investment in our sanity and gave us back valuable time to focus on our vision."

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M.D. Aesthetics & Dermatology

"EZDERM provided incredible customer service and we were able to receive immediate assistance when needed. Transition to EZDERM could not have been better.”

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Kirsch Dermatology

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