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Gold Plan Enrollment Training Guide

At Comfort Dental, the Gold Plan is one of the most effective tools we have to help patients afford care while improving treatment acceptance, patient retention, and schedule consistency.

This training guide is designed to help doctors and team members better understand how to present the Gold Plan, communicate its value to patients, and improve enrollment success throughout the office.

Gold Plan Value

In this video, Dr. Rick Kushner explains why the Gold Plan is a true win-win for patients, staff, doctors, and practices. Patients receive more affordable care, doctors are able to help more people, and practices build stronger long-term patient relationships.

The Gold Plan is more than a discount program. It’s a patient retention and practice growth tool.

Enrollment Strategies

In this video, Gold Plan Managers Rebecca Hernandez and Becky C. share practical advice and real-world strategies to help practices improve Gold Plan conversations, increase enrollment, and better communicate value to patients.

Patients are much more likely to say “yes” when the Gold Plan is presented clearly, confidently, and as a genuine way.

Marketing Materials

These materials help patients become familiar with the Gold Plan before financial conversations begin.

  • Display posters in waiting areas and operatories
  • Keep rack cards at the front desk and treatment rooms
  • Include flyers with treatment plans
  • Hand materials directly to uninsured or emergency patients

Visible and consistent Gold Plan messaging throughout the office helps make enrollment conversations feel easier and more natural.

Real Patient Conversations Examples

Small changes in language can make Gold Plan conversations feel more helpful, natural, and patient-focused.

Try: “With the Gold Plan, this treatment would cost significantly less. Let me show you both options.”

Or: “A lot of our uninsured patients use the Gold Plan because it helps make treatment more affordable.”

Try: “Here’s the regular fee, and here’s what it would be with the Gold Plan.”

Or: “This is why we like to show patients the Gold Plan option before they make a decision.”

Try: “This pamphlet explains our Gold Plan. It may really help reduce the cost of the treatment the doctor recommended.”

Or: “Take a look at this while we prepare your treatment plan. We’ll show you how it affects your cost.”

Or: “Take this home and look it over. It explains how the Gold Plan can help reduce the cost of treatment and preventive care. Then, if you decide the Gold Plan is a good fit, you can easily sign up at comfortdentalgoldplan.com.”

Try: “No problem. We have a membership option that helps many patients save on treatment.”

Or: “If you don’t have dental insurance, the Gold Plan may be a great way to make today’s treatment more manageable.”

Where Gold Plan Conversations Should Happen

One of the biggest mistakes offices make is waiting until checkout to introduce the Gold Plan.

The most successful offices create multiple natural touchpoints throughout the patient experience where the Gold Plan can be mentioned and reinforced.

The goal is not to “sell” the Gold Plan at one single moment — it is to consistently reinforce that Comfort Dental has an affordable solution to help patients move forward with the care they need.

Patients often begin thinking about cost immediately after hearing treatment recommendations. This is a great opportunity for assistants or doctors to begin planting the seed by mentioning that the office has an affordable membership option that may help reduce treatment costs.

When presenting treatment plans, successful offices often show both the regular fee and the Gold Plan fee side-by-side. This helps patients immediately understand the value and savings while making treatment feel more manageable.

The front desk plays a major role in helping patients feel comfortable moving forward. Clear, confident explanations and simple language can dramatically improve enrollment success and help patients feel supported rather than pressured.

Looking For More Ideas?

Every office is different, and sometimes the best strategies come from sharing ideas and learning from what is working across the organization.

If you have questions about Gold Plan enrollment, want additional ideas for improving conversations with patients, or would like help training your team, please reach out to Rebecca Hernandez to set up a Zoom training call.

Rebecca works closely with practices throughout the organization and is a great resource for:

  • Gold Plan enrollment strategies
  • Team training ideas
  • Patient communication tips
  • Marketing material questions
  • Improving treatment acceptance
 

Rebecca Hernandez
Gold Plan Manager
goldplan@comfortdental.biz
855-526-6524