Treatment Planning

Presentwithconfidence.Closewithclarity.

Drag-and-drop procedure cards with CDT and ADA procedure codes, phased treatment sequencing, consent capture, and iPad-ready patient presentations.

NexV — Treatment Planning
Live
Treatment PresentationPatient: S. Mitchell
Crown Prep #14
D2740$1,450
Composite #36
D2391$380
Scale & Clean
D1110$220
Treatment Total$2,050
Present to Patient
01

Procedure Cards & Code Library

Every procedure is a card with the CDT or ADA procedure code, fee, and estimated time pre-filled. Drag cards into phases, reorder, and adjust fees with inline editing.

  • Pre-built CDT and ADA procedure code library
  • Drag-and-drop procedure ordering
  • Inline fee and time adjustment
  • Insurance coverage estimation per item
Procedure Cards & Code Library
Pre-built CDT and ADA procedure code library
Drag-and-drop procedure ordering
Inline fee and time adjustment
Insurance coverage estimation per item
02

Phased Treatment Sequencing

Break complex plans into logical phases so patients understand the journey. Each phase shows total cost, visit count, and estimated timeline.

  • Multi-phase plan builder
  • Per-phase cost and visit summary
  • Priority and dependency sequencing
  • Phase-level status tracking
Phased Treatment Sequencing
Multi-phase plan builder
Per-phase cost and visit summary
Priority and dependency sequencing
Phase-level status tracking
03

iPad Patient Presentation

Hand the iPad to the patient and walk them through their plan with clinical images, procedure explanations, and cost breakdowns. Consent is captured with a finger signature on the spot.

  • Patient-facing presentation mode
  • Clinical image integration
  • Plain-language procedure descriptions
  • On-device e-signature consent capture
iPad Patient Presentation
Patient-facing presentation mode
Clinical image integration
Plain-language procedure descriptions
On-device e-signature consent capture
04

Payment Options & Financing

Present payment plans, insurance estimates, and gap calculations alongside the treatment plan. Patients see their out-of-pocket cost before they leave the chair.

  • Insurance coverage estimation
  • Payment plan generation
  • Medicare and Medicaid eligibility check
  • Real-time out-of-pocket calculation
Payment Options & Financing
Insurance coverage estimation
Payment plan generation
Medicare and Medicaid eligibility check
Real-time out-of-pocket calculation

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