Treatment Planning

Dental treatment planning software for visual plans, locked quotes, and signed approvals

Use Medicasimple as dental treatment planning software to build visual treatment plans, choose the right price list, lock agreed quotes, collect digital signatures, and keep follow-up visible.
Medicasimple feature overview interface

The practice management platform behind 1,300+ healthcare clinics

From dental to physio, dietetics to aesthetics. One platform, every specialty. Built for clinics that want less admin and more time with patients.
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Visual dental treatment plans
Show patients which teeth need attention using color-coded dental treatment plans, including ISO, Palmer, and child views.
Price-list clarity without rewriting history
Use specific price lists for different markets and currencies. Lock agreed quotes so dental treatment plan software keeps values stable even when clinic rates change.
Plan structure you can hand over
Organize care into sessions and treatment items with doctor and date context. Keep notes and completion status clear for clinicians and the front desk.
Track what actually gets done
When treatment is completed or unfinished, the plan keeps reception, clinicians, and billing aligned around the exact same state.
Problem

Stop scribbling high-value treatments on sticky notes

High-value treatment selling breaks down when the plan, price, discount, patient-facing output, and follow-up are not locked in one dental treatment planning software workflow.
Dental treatment chart used to explain a plan to a patient.
The 'Let me check the price' delay
When your dentist has to ask reception which list, currency, or discount rule applies, the patient loses confidence before the plan is even agreed.
Treatment progress cards showing session status.
Paper plans get lost
A patient takes the printed quote home to think. A month later, nobody remembers which sessions, prices, or notes were actually promised.
Dental chart cards used for clinical handover.
Blind handovers
Clinicians and the front desk often look at different plan states. This breaks down when completion creates finance records or unfinished work needs follow-up.
Clinical workflow clarity

What treatment planning software should cover

A calm decision layer between diagnosis, patient approval and the financial plan — without breaking the existing clinical record flow.

Quick answer

Medicasimple keeps treatment plans, tooth-level procedures, patient communication and payment context together so clinics can move from diagnosis to accepted treatment with fewer handoffs.

Treatment plan software

diagnosis → approval

Dental treatment planning

tooth-level context

Clinic workflow

finance + care team

Why clinics compare it

fewer handoffsclearer patient approvalconnected payment context
01Visual Charting

Stop explaining treatments with hand gestures

Show patients a clear tooth map and plan context before you discuss price. Medicasimple supports mobile dental treatment planning and desktop periodontal charting.

Online dental charting on Medicasimple
02Dynamic Pricing

Multiple treatment lists, less confusion

Select the right price list for each dental treatment plan. Preserve historical item values, manage currencies, and enforce discount limits with permission gates.

Treatment cost management on Medicasimple
03Digital Approvals

Get the treatment plan signed with the right details visible

Generate a digital proforma from the treatment plan and send it via SMS or email. Control what the patient sees, verify their identity, and collect the signature securely.

Digital proforma and signature flow on Medicasimple
04Progress Tracking

Find the unfinished revenue opportunity

Track item status and unfinished treatments. Help your team follow up on recoverable treatment opportunities instead of letting high-value plans stall.

Treatment progress and follow-up tracking on Medicasimple
Get started

Ready to build treatment plans patients actually understand?

Show patients the visual treatment plan, price context, configurable proforma, and agreement status in a workflow your team can trust.

Professional quotesAgreement clarity
Operational wins
What you get

Present color-coded dental treatment plans and structured items

Handle complex price lists, currencies, and discounts

Lock agreed quotes after consent so the offer stays stable

Send digital proformas via SMS or email for signature

FAQ

General

Quick answers about treatment lists, locked plans, digital proformas, permissions, completion, and unfinished-treatment follow-up.

What is dental treatment planning software?

Dental treatment planning software helps clinics build structured treatment plans with clinical items, tooth charts, pricing, approvals, signatures, and follow-up status in one workflow.

Can I show different price lists to different patients?

Yes. You can manage multiple treatment lists for different markets, currencies, or clinic policies.

Can I lock a dental treatment plan after the patient agrees?

Yes. Plan locking restricts price and structure changes after patient consent. This preserves the agreed quote and helps the team avoid rewriting history.

FAQ

Workflow

Do patients have to print and sign the estimate?

No. You can send digital proformas via SMS or email. The patient can verify their identity and sign on their own device.

Can I control who gives discounts?

Yes. You can configure permissions and maximum discount limits to protect your margins.

Does it track which doctor completed each treatment item?

Yes. Sessions and items include doctor assignment. You can set permissions around editing or completing another doctor’s work.

FAQ

Technical

Do completed treatments flow into invoicing?

Yes. Treatment completion can automatically create payment records, keeping billing aligned with clinical work.

Can I import my existing TDB 2025 price list?

TDB 2025 import is currently under review. Please ask our support team for the latest status on importing specific price lists.

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Close more high-value treatments

When patients understand the dental treatment plan and trust the agreed price, your team has a clearer path from diagnosis to signature, completion, and billing.