The creator and the closer are different people.
The dentist who built the plan has moved on. The coordinator who needs to follow up wasn't in the room. The handoff is a note, a verbal mention, or nothing at all.
For small & mid clinics
The dentist builds the plan. The coordinator closes it. The clinic grows.
Your team already divides clinical work from patient management. Now divide plan creation from plan conversion - with a platform that gives each role the tools they've been missing.
No credit card required
The team works. The system doesn't.
Dr. Kovac finishes the morning's third examination. She explains the treatment plan verbally, answers questions, and moves to her next patient. She writes a quick note for Maria - the treatment coordinator - about the plan she discussed.
Maria finds the note after lunch. She opens the PMS, pieces together the diagnosis from clinical codes, manually formats a document, prints it, and mails it to the patient. Three days later, she remembers to call for follow-up. The patient says they're "still thinking about it."
Meanwhile, Dr. Patel in the next operatory created a plan yesterday that Maria hasn't seen yet. It's sitting in a folder somewhere. The clinic's pending revenue is unknown. Nobody knows how many plans are waiting for a response.
Your coordinator is your most important conversion asset. They're working without a tool.
The person who follows up on treatment plans - calls patients, answers questions, schedules appointments - has no purpose-built system. They react instead of respond.
Every dentist, a different standard.
Three dentists produce three different-looking plans. Some are detailed. Some are sparse. The patient experience depends on which dentist they see - not on the clinic's quality.
Pending revenue is invisible.
How many plans are waiting for patient decisions right now? What's the total value? Which ones are about to expire? Nobody knows. The pipeline exists but isn't visible.
The shift
Creation flows into conversion. Automatically.
Dr. Kovac finishes the examination. She opens Plandentic, marks the teeth, selects treatments, reviews the auto-generated plan. Two minutes. She moves to her next patient.
Maria sees the new plan appear in her dashboard - status: draft. She opens it, adjusts a line of text, and sends it to the patient with a magic link. The plan looks polished - Dr. Kovac's clinical precision, the clinic's brand, clear pricing.
4-minute responseThat afternoon, Maria's dashboard buzzes: the patient opened the plan and left a comment about the Phase 2 timeline. Maria calls back within four minutes. The patient books the following week.
Dr. Kovac never left the chair. Maria never lost track. The clinic converted the case while the patient was still engaged.
The moments that define whether a plan converts or dies.
No notes. No folders. It just appears.
Dr. Patel creates a plan for a complex implant case. He doesn't write a note. He doesn't tell Maria. He doesn't need to. The plan appears in Maria's pipeline the moment it's saved. She sees the patient name, treatment summary, total value.
Speed converts. Delay kills.
A patient opens their plan at 2:47 PM and leaves a comment. Maria sees it at 2:48 PM. She calls at 2:51 PM. By 3:00 PM, the patient has accepted. This plan would have been lost to a three-day lag.
Pending revenue, visible for the first time.
The clinic owner opens the dashboard Monday morning. 14 active plans. Three were viewed over the weekend. Two are expiring this week. Total pending revenue: visible for the first time. She assigns follow-ups and sets the week's priority.
Same quality, regardless of who's in the chair.
A new patient receives a plan from Dr. Kovac. A returning patient receives one from Dr. Patel. Both plans look identical in quality - same branding, same layout, same professional standard. The experience doesn't depend on who created the plan.
The dentist creates. The coordinator tracks. The manager analyzes.
Plandentic isn't a dentist-only tool. It's built for the way your clinic actually works - different people, different tasks, same treatment plan lifecycle.
Dentist
Visual plan creation with clinical precision. Interactive tooth chart, treatment phasing, options, pricing. The document builds itself. Focus on clinical decisions, not formatting.
Treatment Coordinator
Live pipeline with real-time notifications. See every plan across every dentist. Know the moment a patient opens, comments, or decides. Respond while they're still engaged.
Clinic Owner / Manager
Business intelligence from daily usage. Acceptance rates by dentist, by service type. Revenue trends and pipeline value. The data that shows where your clinic is growing - and where revenue is leaking.
Build the workflow that fits your clinic.
Every clinic runs differently. Plandentic gives you the building blocks - how you assemble them is up to your team.
- Dentist or assistant starts the plan?
In some clinics, the dentist creates the full plan. In others, an assistant enters the diagnosis and the dentist finalizes. Both workflows work - drafts support iterative collaboration.
- Print or digital delivery?
Some clinics send every plan digitally with a magic link. Others print PDFs for in-office handoff and reserve digital for complex cases. Both are first-class.
- Integrated or standalone?
Import your patient database for a connected workflow. Or use Plandentic alongside your PMS with no integration. Start standalone and connect later.
- Standard document or customized templates?
Configure document themes and templates for different service types or patient demographics. One platform, multiple presentation styles. Brand consistency is automatic.
Your whole team is up and running by tomorrow.
No enterprise deployment. No IT project. Invite your team, assign roles, configure your branding.
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Set up
Clinic branding and basic configuration in 2 minutes
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Invite
Add team members, assign dentist, coordinator, or manager roles
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Create & track
First plan created in minutes. Pipeline live from day one
- No credit card required
- Unlimited team members
- No PMS integration needed
See what your patients could be saying yes to.
Start creating treatment plans that reflect your expertise.