Financial Counseling Workflow

Generate a complete financial counseling package for patients who have received a treatment presentation but have not yet accepted — particularly for plans exceeding $2,500 where cost is the primary barrier. Produces a risk-scored follow-up strategy, financing comparison sheet, phased payment options, and a multi-touch nurture sequence designed to move undecided patients toward acceptance without pressure. Sits downstream of `case-presentation-script` (which handles the in-chair presentation) and upstream of `recall-sequence-generator` (which re-engages lapsed patients).