Latest Announcement/Upcoming Events

Tuesday December 14 5:30 pm PT/8:00 pm ET (2 hour) FREE

COPE ID: #66558-PM
CE Hours: 2
Course Title: Facilitated Learning Lab Coding and Billing Patient Communication Strategies
Instructor: Christopher Wolfe, O.D.


ODs on Finance is happy to present a 2 hour COPE-approved CE lecture on billing and coding. In this lecture you will learn how to define roles and create talking points for communicating with patients regarding what's covered and what out of pocket expenses are involved for a variety of clinical services. This course will help you improve patient relationships, reduce misunderstandings, and streamline billing processes.

Description: Learn how to define roles and create talking points for communicating with patients regarding whats covered and what out of pocket expenses are involved for a variety of clinical services. This course will help you improve patient relationships, reduce misunderstandings, and streamline billing processes.

ODs on Finance Member Rate: FREE


This event was made possible by an unrestricted educational grant: CSEye & Williams Group

Special Refi Promo for ODs on Finance Members

Aaron and Dat are excited to announce that we have successful negotiate the 3 great offers!  Two are highest $1000 Cash Back Bonus for our ODs on Finance Member from both Splash and Credible + Third is 0% APR first 6 months with CommonBond!  Thank you for their support in our little OD Community! 

Special ODsonFinance Offer:  $400 Bonus + Get 0% APR for the first 6 months when you refinance


  • This offer can help you take advantage of historically low interest rates without losing out on 0% APR
  • Your APR will be set to 0% for the first 6 months, meaning all your on-time payments will go to principal in that time
  • After the introductory APR period, you will begin paying interest
  • You qualify for this offer when you refinance at least one federal student loan

Requirements: 

  • All States eligible

*Disclaimer: Minimum loan is $5,000, with a max limit of $500,000, Subject to state law restriction. When you check your rates, CommonBond conducts a soft credit pull that will not affect your credit score. However, if you continue your application, CommonBond will request your permission to obtain your full credit report from one or more consumer reporting agencies. This is a hard credit pull and may affect your credit score.   Offered terms are subject to change and state law restriction. This is not a loan offer. Loans are offered through CommonBond Lending, LLC (NMLS #1175900). nmlsconsumeraccess.org 

 

Benefits: 

  • Free, fast and able to compare prequalified rates from multiple lenders under 2 minutes, without affecting your credit score. Get a final offer as little as 1 business day!

  • Credible’s partner lenders do not charge prepayment penalties, loan application fees, or origination fees.

  • Forbearance and discharge on death/disability is dependent on individual lenders


  • Special Promo: Get up to $1000 bonus for loans over $100K, $500 Bonus if less than $100K loan 

Requirements: 

  • All States eligible

*Disclaimer: To receive $1,000 welcome bonus, ODs on Finance readers must refinance a balance equal to or greater than $100K. If refinancing a balance below $100K, readers are eligible for a $500 welcome bonus.

Benefits: 

  • Fast and easy rate check without affecting your credit score

  • No application or origination fees, with no prepayment penalties


  • Able to refinance as low as $5000 loan with no maximum limit


  • Forbearance and discharge on death/disability is dependent on individual lenders


  • *Splash will pay $500 bonus for loans over $100K and ODsonFinance will pay an extra $500 for over $150K.  Please email Dat at admin@Odsonfinance.com if any issues arise


Requirements: 

  • All States eligible
Due to high ODsonFinance member tax demands! We are happy to announce that we are expanding our CPA team! 🙌 We are happy to have  Joe Erickson | CEO of Erickson Tax & Accounting to help out ODs, especially associate ODs (W2, 1099) to optimize their tax strategies!

At Erickson Tax and Accounting, my goal as your CPA is to make your life as simple and streamlined as possible. We aim to be your one stop shop for all your:

  • Tax Planning
  • Tax Preparation
  • Business Consulting
  • Advisory Service needs

At Erickson Tax & Accounting we aim to become a trusted advisor whom you can go to with any questions about events that pop up in your life and how they affect you from a tax perspective. We understand the hurdles that medical professionals face and want to help you strategize to make optimal financial decisions.


We aim to save you time on your tax prep and tax planning needs so you can spend more of your valuable time with your patients and your family. Contact us to learn more and to get a quote today.


Please mention you are coming from the OD’s on Finance group.

Location Requirements: Eligible in all states

Contact:  Joe Erickson at Joe@Ericksontaxes.com or at 425-610-8943 Schedule an Appointment (via Calendly here) or visit our website at www.ericksontaxes.com

Join the Conversation on Optometry's Largest Finance Focused Forum:

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For questions, please reach out to Aaron and Dat at Admin@ODsonFinance.com