Patient Care Coordinator Episodes

Some people walk in ready to sign before you open your mouth. Others need three weeks, a printout, and a notebook full of questions. Same practice, same price, same words out of you — completely different result. Troy Cole runs LogiCole Consulting and has spent about 20 years coaching refractive and cataract surgery teams to convert more patients and command premium prices. He teaches Andrea DISC, a four-quadrant personality framework simple enough to use live on a phone call, then reads Andrea...

A hole opens up on the surgery schedule with zero warning, and it never fails to trigger the same stomach-drop reaction from whoever picks up the phone. Andrea Watkins and Alli Petriella walk through exactly what to do next — the policies you need in place before it happens, and the moves that fill the spot fast without looking desperate. Alli, a Patient Care Coordinator with more than a decade in aesthetic practice sales, joins Andrea live from the office to break down a full system: how to b...

The hardest part of learning the patient coordinator role in an aesthetic practice isn't memorizing procedures or learning the EMR — it's the first time a patient asks what something costs and you have to answer without flinching. The instinct most of us have on day one is to whisper the number, hide behind the brochure, or drop the price and let silence do the rest. But not being confident in these conversations costs the practice consults, bookings, and doesn’t help the patients who genuinely...

Discounts feel like the fastest way to fill the schedule, but the cycle they create quietly destroys your reputation and hurts the business. Tackling one of the most controversial topics in aesthetics, Andrea and Alli argue against making deals to book patients — because the consequences attract the wrong clientele, degrade your value, and turn surgery into a negotiation rather than a life-changing experience. Find out how high-performing practices avoid discounts entirely, why confident prici...

To believe that you can have a 100% same day close rate, you also have to believe your consultations are won or lost before your prospective patient ever walks into the office. Alli shares every detail of the proven process she follows to achieve a 100% same-day close rate by eliminating every possible surprise and helping the right patients be confident about moving forward. GUEST Alli Petriella Patient Care Coordinator at Steven Camp, MD Plastic Surgery and Aesthetics Alli is a results-driv...

Money doesn’t have to be the reason patients hesitate, but it often is. Jenna Hennig is back to share how payment planning helps patients move forward without feeling pressured or sold to. She explains how to introduce financing naturally, frame the...

Most injectors know the two easiest ways to increase revenue, but something keeps them from actually doing either consistently. Jenna Hennig shares the two simple shifts can double per-appointment revenue: protecting patient results with skincare and securing treatment with smart payment planning. She explains why these aren’t “sales tactics,” but part of ethical, high-quality care. Listen for when skincare conversations should happen, who should lead them, and how team-wide communication imp...

If consult fees aren’t part of your process or aren’t working, there are other ways to protect the schedule. Heather Hughes Hardy and Jenna Hennig continue the conversation with practical strategies front desk and scheduling teams can actually use. From collecting a card on file to setting clear cancellation policies, find out how strong communication reduces no-shows and filters serious buyers from browsers. Hear real scenarios, language that feels natural on the phone, and a simple nurture a...

Consult fees shouldn’t be what stops a great lead from booking, but too often, they do. Jenna Hennig unblocks the blockers all front desk teams face: the consultation. Find out why these fees are essential, how they protect the schedule, and why...

Picking up the phone to talk about surgery is no small feat. It’s a leap of courage. For patients, that first call often comes after months or even years of self-doubt, research, and “maybe someday.” For providers, it’s a reminder that what feels routine for them is life-changing for someone else. Andrea and Alli share what truly makes a profitable first call. Avoiding slimy tactics, pressure or persuasion, they operate through presence. They share how empathy, education, and emotional awarenes...

You know that awkward moment in a consult when it’s time to talk money? If you find yourself dreading the “how are you going to pay?” moment, this one’s your playbook for turning it into a positive, confident part of every consult. PatientFi’s Blake Lucas sits down with Bridgette DeBrino, CEO of Belvara Collective, Sara Amann, patient care coordinator at Zelko Aesthetics, and Eva Sheie, founder of The Axis, for a real-world look at how to make payment conversations feel natural and actually bui...

A leader’s mood sets the tone for the whole team, and if they’re having an off day, you’ll feel it. But always remember that it’s not about you. Andrea and Alli break down how to navigate those tricky moments with grace, positivity, and a little strategy. From adjusting your own tone and energy to keeping communication open, they share why emotional intelligence matters just as much as skill in an aesthetic practice. And when it comes to bringing up problems, never walk into a meeting with your...

Talking about money in a consult can make even the most confident coordinator hesitate. But what if that moment didn’t have to feel awkward at all? At La Jolla Cosmetic Surgery Centre, one small change in language—using the “EASE” method—led to a 58% jump in financing applications and completely transformed the way the team approached affordability. Blake Lucas brings together Eva Sheie, Bridgette DeBrino, and Janelle Robinson, COO of LJCSC, to share how practices can build a culture that embr...

Some patients are so loyal, they start to feel like friends. But loyalty can have a dark side when personal-professional boundary lines blur. Letting “frequent flyers” bend boundaries only creates chaos for the whole team. Great service doesn’t mean letting patients run the show—it means keeping standards high for everyone. Heather Hughes-Hardy breaks down how to reset expectations without losing a valuable relationship. GUEST Heather Hughes Hardy, RN Aesthetics Sales Specialist Heather’s pa...

You know those times when the phones get quiet and everyone starts to worry? This is the episode you’ll want your whole team to hear before that happens. PatientFi’s Blake Lucas sits down with Heather Hughes-Hardy (CORE IT Method), Eva Sheie (The Axis), and Stephanie Deswert (PCC at Berks Plastic Surgery) for a behind-the-scenes conversation on how top practices are staying profitable when patient flow slows. Heather reframes downtime as your biggest growth window, Stephanie shares how she kee...

When you reach the end of a consultation and someone declines your pitch because of the price, it’s almost never about the price. Understanding emotional drivers is key to closing the sale, and it’s your job to handle objections with confidence and empathy. Heather Hughes Hardy and Jenna Hennig share what questions to ask to uncover what’s really holding them back and get the real reasons behind price objections. GUESTS Heather Hughes Hardy Aesthetics Sales Specialist Heather’s passion for ma...

“How much should you be making in your role at an aesthetic practice?” It’s the question everyone has, but few actually know the answer. Business consultant Jessica Hunter—who’s spent the last 10 years working closely with the financials of 75+ clinics—shares the right way to think about earning more. She explains why compensation can feel like the wild west, what practices really spend on overhead, and how to position yourself for growth by delivering value that can’t be overlooked. From hou...

Not having a clear financial policy is asking for trouble. To help protect your schedule and convert more patients, Andrea Watkins and Alli Petriella share exactly what to include in your financial policy, where to introduce it, and how to talk about it in a way that builds trust, not conflict. Including an expiration date on quotes adds gentle urgency, encourages commitment, and protects you if your prices change down the road. And when it comes to cancellations, vague policies open the door f...

Some patients have one or two questions. Others have a hundred… Heather Hughes Hardy and Jenna Hennig help us understand why someone might be a “100-question patient” and navigate these challenging consultations with grace. Learn how to bring structure and emotional pacing into your conversations, pre-handle common objections, and keep the conversation on track without making the patient feel rushed or dismissed. GUESTS Heather Hughes Hardy Aesthetics Sales Specialist Heather’s passion for m...

Scheduling non-surgical appointments isn’t just about filling a spot on the calendar. It’s an opportunity to start a relationship. Every first impression turns into trust. That means asking the right questions to understand what the patient is looking for, making sure they’re a good fit for the treatment, and setting clear expectations about what results they can expect. To guide patients confidently, you need to know the treatments inside and out. But it’s not just about facts—it’s about shar...

Angry patients aren’t just upset for no reason. They’re feeling unheard, disrespected, or scared, and how you respond in those first few moments can make or break the relationship. Heather Hughes Hardy and Jenna Hennig share real-world stories and proven strategies for turning tense moments into trust-building opportunities. Role-playing tough scenarios and creating clear escalation protocols can help your whole team feel more confident and prepared when things get heated. Learn how to valida...

Patient care coordinators aren’t just salespeople. They’re listeners first, educators second, and the trusted guides patients rely on to make confident decisions. But stepping into this role, especially if you’re being promoted from the front desk, requires a major mindset shift. Andrea Watkins and Alli Petriella share what it takes to be a standout PCC, and how the rest of the team should support the people in this high-impact role. From building trust and guiding patients through decisions t...

We’re back with part two of our deep dive into conversion. Did you miss Part 1? Go back one episode and start there! Not just one but TWO conversion-obsessed data junkies share their best lead-generating and consultation-closing tactics, including the easy campaign that generated over 400 leads and 35 consultation requests with a single email. In this deep-dive episode packed with actionable tactics, Andrea Watkins and Eva Sheie uncomplicate what conversion really is and what a “good” conversi...

Not just one but TWO conversion-obsessed data junkies share their best lead-generating and consultation-closing tactics, including the easy campaign that generated over 400 leads and 35 consultation requests with a single email. In this deep-dive episode packed with actionable tactics, Andrea Watkins and Eva Sheie uncomplicate what conversion really is and what a “good” conversion rate looks like. Hear the dumbest conversion-killers we’ve seen, so you can be a hero and fix these common mistake...