Next Cohort Starts October 27th

Live on Zoom

From Assessment to Execution:

Your Step-by-Step Roadmap

4-Week Patient Lending Mastery Program  

Patient Financing Done Right

For Providers and/or Staff    

Transform Your Unscheduled Treatment in as Little as 4 Weeks

2-One Hour Classes Per Week

Offered Live, with your Team and Nancy Kay Coy, Virtually 

In person options available 

What They’ll Learn:

Your team doesn’t need to be salespeople.
They need to be confident, compassionate problem solvers.

That’s exactly what they’ll become with “Patient Lending Done Right”—Nancy Kay Coy’s signature patient lending training program.

This proven training equips your staff to discuss financing options with empathy, clarity, and compliance, so more patients say yes to care they want and need.

✔ The A, B, C’s of Lending, approval types, budgeting tools, and compliance essentials         

✔ The Three E's of Lending, Educate, Empathize, Execute     

✔ How to uncover the real affordability barrier, without sounding pushy

✔ Scripts and strategies for solving, not selling

✔ How to build patient trust and increase treatment starts

✔ What lenders, regulators, and patients all need to feel protected

This program delivers:

• A fully customized lending strategy for your practice
• Staff training that builds confidence and communication fluency
• Compliance-savvy scripting aligned with real patient needs
• A scalable, tiered lending model that improves case acceptance

Deliverables include:

• Custom Lending Program Blueprint
• Staff Training Workbook + Finance RX™ Guide
• Financial Scripts for Team Use
• Journey Map with Lending Integration Points
• Lender Tiering Matrix
• Financing Awareness Marketing Toolkit

Whether at the front desk or in the consult room, your team will walk away with real-world tools to lead confident lending conversations that feel natural, and deliver results.

Because Lending Should Feel Like Care, Not Sales.

Let’s turn uncertainty into action, and affordability objections into treatment acceptance.

Contact us to discuss training your team.