Barbara Herzog

Getting a patient excited about treatment is only part of the journey—the financial conversation is often where confidence, clarity, and trust matter most.

This Lunch & Learn focuses on the art of presenting fees and helping the administrative and treatment coordination team confidently guide patients from clinical recommendation to treatment acceptance. Barb Herzog-Blain will take attendees through practical communication techniques for presenting orthodontic and clear aligner fees, navigating financial concerns, creating value before discussing cost, and closing the conversation in a way that feels natural, supportive, and patient-centered.

Jenn Mindick will bring the orthobrain partnership perspective, highlighting how practices can move beyond simply offering treatment and build a repeatable system for growth. From Clear Aligner Days and patient marketing assets to team training and clinical education opportunities, Jenn will share the resources available through orthobrain to help doctors and their teams execute with confidence.

Three Key Takeaways

1. The Financial Conversation Is Part of the Patient Experience
   How a fee is presented can be just as important as the fee itself. Confidence, language, timing, and clarity all influence how patients perceive the value of treatment.
2. Don’t Be Afraid to Ask for the Yes
   Closing doesn’t have to feel “salesy.” When the team believes in the treatment and understands the patient’s goals, asking, “Are you ready to get started?” becomes a natural next step in patient care.
3. You Don’t Have to Execute Alone
   orthobrain is more than clinical support. Jenn and the orthobrain team can help practices put their strategy into action through Clear Aligner Days, marketing assets, team education, clinical education, and resources from the orthobrain education menu—helping create momentum before, during, and after the patient says yes.