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

Aaron and Dat are excited to announce that we have successful negotiate the 4 great offers!  Three are highest $1000 Cash Back Bonus for our ODs on Finance Member  + last one is is 0% APR first 6 months with CommonBond!


Thank you for their support in our little OD Community! 

After months of due diligence/interviews and increased ODs on Finance member demand, we are happy to have Patrick join our CFP team! Especially ODs with massive student loans
✅ 20-25% Discount for ODsonFinance members


✅ Student Loan Planning: $395 with 25% discount =$296


✅ Associate Doctors | W2, 1099, especially those with student loans.


✅ Financial Planning, Student Loan, Cash Flow +Investing, Estate + Retirement Planning


✅ Student Loan Planning covers topics such as: a complete review of federal and private student loans, recommendations on payment plans that might be the best for your situation, 90-minute meeting to discuss results and recommendations, and 6-months of follow up email support.


✅ Flat one-time for financial planning and additional monthly help as needed. 
📩 Patrick Logue CFP®, CSLP® | (239) 230-0395 | pat22@prudentfinancialplan.com

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