Clinical Procedure & Treatment Planning Software

Build treatment plans directly on an interactive tooth chart, periodontal chart, or body diagram — mark existing conditions, proposed procedures, and completed work with color-coded, click-to-add annotations. Every plan item links to the exact tooth, surface, or anatomical site it applies to.

Pull live eligibility and remaining benefits from the payer via a 270/271 eligibility check, then calculate patient responsibility procedure-by-procedure and phase-by-phase — deductibles, coinsurance, annual maximums, and frequency limitations all factored in automatically, not estimated from a generic fee schedule.

Present the current condition and the proposed treatment side-by-side on a chairside tablet, with intraoral photos, x-rays, and phased pricing displayed together. Patients review each phase, ask questions, and sign off digitally without a single sheet of paper changing hands.

Our team has worked directly with providers, treatment coordinators, and financial counselors to design plan builders that match how cases are actually diagnosed, sequenced, and presented — not a generic form retrofitted with a chart.

We connect directly to clearinghouses and payers for real-time eligibility and benefits data, so cost estimates presented to patients reflect their actual coverage — not a generalized average that erodes trust the moment the real bill arrives.

AES-256 encryption, HIPAA-compliant cloud infrastructure, role-based staff access, and complete audit trails on every plan view, edit, presentation, and acceptance — built to satisfy enterprise compliance teams and external auditors.