Orthodontic Treatment Financial Agreement

Patient Financial Responsibility and Payment Policy

Orthodontics

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Last updated: Mar 24, 2025

Patient Information

Name: _________________________ Date of Birth: _________________ Account #: _____________________

Financial Agreement Terms

1. Treatment Fees

  • The total cost of orthodontic treatment is $________
  • Initial payment required: $________
  • Monthly payment amount: $________
  • Number of monthly payments: ________

2. Payment Options

  • Payment in full (5% courtesy discount)
  • Initial payment plus monthly installments
  • Third-party financing through ________

3. Insurance

  • We will assist in filing insurance claims as a courtesy
  • Insurance coverage verification is not a guarantee of payment
  • Patient/guardian is responsible for all charges not covered by insurance
  • Estimated insurance coverage: $________

4. Late Payments and Fees

  • Payments are due by the _____ of each month
  • Late fee of $_____ applies after 5 days
  • Returned check fee: $_____
  • Treatment may be suspended for accounts 60+ days past due

5. Early Termination

  • Fees will be prorated based on treatment progress
  • Administrative fee of $_____ applies
  • All outstanding balances must be paid in full

Agreement

I have read and understand the financial policy above. I agree to be responsible for all charges related to treatment.

Signature: _________________________ Date: _____________________________

Practice Representative: ____________ Date: _____________________________

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