Topics of the day:

1. Re: Fee breakdown for transfer patients
2. Re: Fee breakdown for transfer patients
3. Jerusalem 2005 International Orthodontic Congress
4. ESCO - The Electronic Study Club for Orthodontics


From: "Charles Ruff" <>
Subject: Fee Breakdown for Transfer Patients
Date: Wed, 6 Jul 2005 21:59:37 -0400

Dean Bellevia published on this concept either in his book on orthodontic practice management or perhaps in a JCO article.  Anyway here goes:

1. 40% for braces on

2. 20% for braces off and retainers

3. 10% for each 6 months of tx time.

4. I also charge $75 for duplicating transfer records and all the admin work needed to effect a smooth transition.

So if someone left with 12 mos of tx complete and assuming full braces already on, they would hopefully have paid the practice 

**40% + 20% (10% + 10%) + $75 for duplication/admin.  If you received that patient, you would charge 20% (10% + 10%) + 20% for 12 months of tx and braces off and retainers.  Now some would argue that it should be 30% on 30% off and 4 x 10% = 100%.  Use whichever proportions make sense.  I try to be consistent and that way I don't feel guilty charging for ingoing tx and refunding for outgoing patients.  It may not be perfect perfect but it allows me to feel fair with what I am doing.

** 40%: can be thought of as 15% uppers on, 15% lowers on, and 10% admin 

going back to the above, if a patient left after 12 months I would assume I've done 35% of that part of the fee and refund 5% for future admin by the receiving practice.

charlie ruff


From: "Roy King" <>
To: "The Electronic Study Club for Orthodontics" <ESCO@LISTSERV.UIC.EDU>
Subject: Tranfer fees
Date: Wed, 6 Jul 2005 19:50:52 -0400

Dear ESCO,

Many years ago, Dean Bellavia recommended this approximate breakdown. 33% to place braces and 1st month of treatment, 55% for remaining orthodontic treatment, and 12% for removal, placement of retainers, and 1-2 years of recall observation. This has served me well for 26 years. I always divide the 55% by the months in treatment to get the % per month. This was design for the conventional 2 years of braces. This is a starting point for you to figure out what is best for your transfer patients.

Hurricane Alley,
Roy King


From: " Neta Gazit" < >
To: "The Electronic Study Club for Orthodontics" <ESCO@LISTSERV.UIC.EDU>
Subject: Jerusalem 2005 International Orthodontic Congress
Date: Monday, June 20, 2005 9:35 AM

Dear Doctors,

Attached please find a link to the Jerusalem 2005 Ortho Congress website, where you will find all the necessary information related to the congress. Please let us know if you have any further questions or if we may be of any assistance.

With kind regards,


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