Dental treatment plan and cost estimate

Patients want to know what the whole treatment will cost before they agree to it, and "we'll see as we go" doesn't build trust. List each tooth and procedure with its sittings and fee, add a discount if you give one, and print a clear estimate for the patient to take home or send on WhatsApp as a PDF.

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Clinic and patient

Treatment

To get a PDF, choose Save as PDF as the printer. What you type stays in this browser; it isn't sent to us.

How to make an estimate

Enter your clinic and the patient, then one line per procedure. Start typing a procedure and pick from the list (root canal, crown, extraction, implant, scaling and others) or write your own. The total adds up as you go. Set how long the estimate is valid, add a note such as when the crown goes on, and print it or save the PDF.

The printout says plainly that it's an estimate, not a bill, and that the fee can change if the treatment changes once it has started. That one line prevents a lot of arguments later.

Talking about money without awkwardness

Go through the estimate with the patient rather than handing it over. Explain which items can wait and which can't, and what happens if they leave a tooth untreated. If the patient will pay in instalments, agree the first payment and roughly when the rest is due, and write it in the notes.

Where FindClinica fits

FindClinica doesn't build treatment plans yet; that's why this is a separate tool. What the app does is record each treatment with its charges as you do it, take part payments and follow-up payments against it, and show the patient's total charges, total paid and balance at any moment. How payments and instalments work.

A patient's account in FindClinica: total charges, total paid and balance — FindClinica dentist & medical software
In the app: charges, payments and the balance for one patient.

Common questions

Does it suggest prices?

No. Fees vary a lot between cities and clinics, so you enter your own.

Can I save an estimate and edit it later?

Your clinic details are remembered in this browser, but each estimate isn't saved. Save it as a PDF to keep a copy.

Can FindClinica turn this into a treatment plan in the app?

Not yet. In the app you add treatments as they are done, with their charges and payments.

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