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