Three digital plans, two PDFs - all built from the same source.
View example plans Build visual, branded proposals in minutes.
Sent digitally, tracked from viewed to accepted.
No credit card required
Works alongside your clinic software
From blank to a branded treatment plan
From sent to patient choice - explicitly
Treatment plans used to look like spreadsheets with codes and totals. Patients saw invoices and compared prices. Plandentic plans are interactive, informative proposals that bring clarity to every option. Patients see your expertise and trust your recommendation.
Plandentic is where a treatment plan is made and followed to the patient's yes. The dentist and the treatment coordinator work in it all day, the rest of the team opens it for their part, and billing, the lab and outside partners never do. Which of these roles are jobs and which are hats depends on the size of the clinic. Pick yours.
One dentist, one to four staff. The owner is the dentist, the presenter and the pricer. The assistant is the universal second person and often also the front desk.
Two to five dentists, five to fifteen staff. The first structural change is a manager who is not a dentist. The coordinator is still a hat, usually on the manager or a senior assistant.
Five to fifteen clinicians, up to fifty staff. Roles specialise: dedicated treatment coordinators, a front office lead, billing as its own desk, a clinical lead per department.
Multi-site groups run two ladders: an operations line and a clinical line. Each site keeps the small-clinic shape under a practice manager.
The same person as the dentist · Analytics on stalled plans, the pricebook, staff and branding
Principal dentist or partners · Analytics on stalled plans, the pricebook, staff and branding
Owners and a medical director · Analytics on stalled plans, the pricebook, staff and branding
Board, regional managers, clinical director · Analytics on stalled plans, the pricebook, staff and branding
Clinical Diagnoses, plans, treats
The same person as the owner · Charts the diagnosis and plans the treatment
Principal plus associates · Charts the diagnosis and plans the treatment
Dentists and specialists per department · Charts the diagnosis and plans the treatment
Lead dentist per site plus associates · Charts the diagnosis and plans the treatment
Only where the profession exists · Findings on the chart and the hygiene phases
Where the profession exists · Findings on the chart and the hygiene phases
Where the profession exists · Findings on the chart and the hygiene phases
Where the profession exists · Findings on the chart and the hygiene phases
One or two, often also reception · Photos, X-rays and scans into the case, chairside entry
One per chair, a lead nurse from three chairs · Photos, X-rays and scans into the case, chairside entry
Surgical, prophylaxis, orthodontic · Photos, X-rays and scans into the case, chairside entry
Site staff · Photos, X-rays and scans into the case, chairside entry
External · Prosthetics appear as priced steps in the plan
External · Prosthetics appear as priced steps in the plan
Sometimes in-house · Prosthetics appear as priced steps in the plan
Central or external · Prosthetics appear as priced steps in the plan
Business and administration Sells, schedules, runs the practice
A hat the owner wears · Staff, permissions, the pricebook, clinic branding
The first dedicated management job · Staff, permissions, the pricebook, clinic branding
Practice manager or clinic director · Staff, permissions, the pricebook, clinic branding
Practice manager per site · Staff, permissions, the pricebook, clinic branding
The assistant, or one receptionist · The plans list, sending, seeing when it was opened
Two to three, scheduling and billing · The plans list, sending, seeing when it was opened
Front office lead plus reception · The plans list, sending, seeing when it was opened
Per site · The plans list, sending, seeing when it was opened
The dentist presents and follows up · Every plan's status, presenting, sending, following up
On the manager or a senior assistant · Every plan's status, presenting, sending, following up
One to three, dedicated · Every plan's status, presenting, sending, following up
Per site, with targets · Every plan's status, presenting, sending, following up
Folded into reception · Reads the priced plan
Usually reception · Reads the priced plan
Billing and insurance desk · Reads the priced plan
Central revenue cycle · Reads the priced plan
Outsourced · A referral specialist gets the plan as a PDF or a link
Outsourced · A referral specialist gets the plan as a PDF or a link
Partners and agencies · A referral specialist gets the plan as a PDF or a link
Central support and partners · A referral specialist gets the plan as a PDF or a link
A cloud-based dental app with an advanced tooth chart - diagnose, outline treatments, and watch the plan assemble itself as you click.
The yes or no happens after the appointment, somewhere you currently can't see into. Plandentic tracks every plan from creation to patient decision.
How much revenue walks out of your clinic in unsent, unfollowed, or poorly presented treatment plans? The gap is not clinical skill - it's how the plan is presented, followed up, and managed.
3x
Higher response rate
Real-time follow-up when a patient opens a plan dramatically increases acceptance.
57%
Average case acceptance
The industry average. Top performers hit 70%+. The gap is presentation, not skill.
42%
Plans actually completed
Even accepted plans slip through without active lifecycle management.
1 plan
Pays for itself
One additional accepted plan per week pays for Plandentic many times over.
Plandentic adds treatment planning and patient communication on top of the clinic software you already use for scheduling, billing, and patient records. It runs alongside from day one, and can be connected to keep data in sync when you want it.
Every plan you create feeds analytics that get smarter over time.
AI composes patient-ready plan documents today, tailoring design, length, and layout to case complexity. X-ray analysis and speech-to-plan dictation on the roadmap. Your data stays yours - AI learns from your clinic.
Every plan you create feeds analytics about which services convert best, where patients hesitate, and how your acceptance rate trends over time.
Create plans in minutes.
The same people you would have met at Dentex ’26, SaaStanak ’25 and ’26.
