Dental Treatment Planning Software Connected to the Full Workflow
DentsFlow lets dental clinics build detailed treatment plans with procedure timelines, cost estimates, and patient consent tracking — all linked to clinical findings, billing, and the patient record.
Treatment plans created outside the clinical system — on paper or in separate documents — cause version confusion, missed consent tracking, and a disconnect between what was planned and what gets billed. When the plan and the billing system don't talk to each other, invoicing errors follow.
DentsFlow builds treatment plans directly inside the patient record. Plans are connected to clinical findings, automatically populated into the billing system, and tracked for patient consent. When a procedure is completed, it moves from plan to invoice without re-entry.
How Treatment Planning Works in DentsFlow
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After a clinical examination, open the treatment plan module from the patient record.
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Add procedures — with procedure codes, cost estimates, and scheduled timing.
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Review the plan with the patient and record consent directly in the system.
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Schedule the treatment appointments linked to the plan.
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As procedures are completed, mark them done — they flow automatically to the invoice.
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Issue the invoice based on completed procedures — no re-entry required.
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Incomplete plan items remain visible on the patient record for future visits.
Feature Breakdown
Procedure Codes & Costs
Add procedures with standardized codes, cost estimates, and descriptions. Configure a procedure library with your clinic's pricing for fast plan creation.
Treatment Timelines
Sequence procedures across multiple appointments with scheduled timing — so the patient and team understand the full treatment arc.
Patient Consent Tracking
Record patient consent for each treatment plan or individual procedure. Consent status is visible on the plan and stored in the patient record.
Connected to Clinical Findings
Treatment plans are created from findings recorded in clinical notes and periodontal charts — reducing the gap between diagnosis and planning.
Billing Integration
Completed procedures in the treatment plan automatically populate the invoice. No re-entry, no missed items, no billing discrepancies.
Plan Versioning
Update plans as treatment evolves — previous versions are retained in the patient record for reference and documentation.
Multi-Appointment Plans
Split treatment plans across multiple appointments with each appointment linked to specific procedures in the plan.
Cost Estimates
Generate patient-facing cost estimates from the treatment plan — showing procedure breakdown, total cost, and insurance contribution where applicable.
Frequently Asked Questions
Can I create treatment plan templates?
Yes. Common treatment plan types can be saved as templates in DentsFlow — reducing the time needed to create plans for standard cases.
How does treatment planning connect to billing?
Procedures in a treatment plan flow directly to the invoice when marked as completed. You can also add ad-hoc procedures at billing time if needed.
Can patients see their treatment plans?
Patient-facing treatment plan summaries can be exported from DentsFlow. A patient portal for direct access is on the product roadmap.
How is consent tracked?
DentsFlow records consent status per treatment plan and can flag individual procedures for separate consent where needed. Consent records are stored permanently in the patient file.
Does DentsFlow support insurance in treatment planning?
Basic insurance contribution tracking is available in the treatment planning and billing modules. Advanced insurance claim automation is on the roadmap.
See DentsFlow Treatment Planning
Book a demo and see how DentsFlow connects treatment planning to clinical findings, billing, and the full patient record.
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