Treatment Planning
Present multi-phase treatment plans with cost breakdowns, collect digital consent, and track whether patients accept, defer, or decline · all from the dashboard.
Key capabilities
Multi-phase treatment plans
Organize treatment across multiple visits and phases · ideal, phased, and economy options · so patients understand what's ahead.
Cost breakdown per treatment
Show the full cost of each procedure, phase total, and payment options alongside the clinical recommendation.
Case acceptance tracking
Track whether a patient accepted, deferred, or declined their treatment plan · and follow up automatically.
Digital consent forms
E-sign consent forms directly in the app · before or during the visit. No paper. No lost forms.
Printable and shareable plans
Generate a clean PDF of the treatment plan for patients to take home, share with family, or send to their insurer.
Linked to clinical charting
Planned procedures flow directly from the treatment plan into the FDI chart · no double entry.
How it works
Build the plan chair-side
Select procedures from the tooth chart and assign them to phases with dates, costs, and provider notes.
Present it to the patient
Walk through the plan on-screen or share a clean PDF. Patients sign consent digitally before leaving.
Track acceptance and follow-up
See which patients accepted, deferred, or are pending a decision · and send automated follow-up reminders.
Present better treatment plans starting today
Book a free demo · we'll set up your clinic on the spot.
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