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Masterclass Description:

One treatment at a time is the most expensive thing a practice sells. Julie shows providers, Patient Concierges, and owners how to turn one assessment into a comprehensive, written treatment plan that gets booked — one patient, multiple modalities, every session on the calendar.

Across eight modules you will:
  • See what a plan is worth against a one-treatment transaction, and set the patient-first plan standard and the one rule between provider and concierge
  • Map every concern you treat to every way you can treat it — and decide whether to refer, partner, or buy where there is only one way
  • Fix the three questions every intake form must ask, and read the form in ninety seconds
  • Build the plan in seven columns — concern, modalities, sequence, sessions, frequency, maintenance, price — and name the price without shrinking to it
  • Write it down: one branded copy for the patient, one for the Patient Concierge
  • Hand it off out loud, in writing, and in private — then run RECEIPT, The Million Dollar Checkout Framework™
  • Price it exactly, ease the objection, present financing you can stand behind, and prefer the prepaid plan with the accounting done right
  • Prebook every session in the provider’s sequence, protect the plan, and measure the three plan numbers

Course: The Million Dollar Treatment Plan™

Priceless Success Tools Included:

The Treatment Plan Builder — your branded, written plan: concern-based menu, seven-column plan sheet, two totals, 30-day honor, printed to PDF for the patient and the concierge
The Device Time-to-Buy Calculator — six questions before the numbers, then profit per treatment, lifetime patient value, payback in months, and a verdict
The RECEIPT Handoff Checklist — one page for both roles: what the provider hands off, what the concierge must receive, and the seven RECEIPT steps, every checkout
The Example Plan — a complete written plan on a real menu (Pura Vida Medspa, used with permission) to model your own on
  • Level: Intermediate
  • Duration:  5 hours 
  • Video Time:  14 minutes
  • Author: Julie Anne Davis, JD, MHA, KOL & Founder
  • Learners: 18+