TREATMENT PLANNING

Present Plans Clearly.
Convert More Cases.

PatientXpress digital treatment planning helps your team create clear visual treatment presentations, track patient responses, and follow up automatically on unscheduled diagnosed treatment — increasing your case acceptance rate.

Digital Treatment Planning for Dental Practices | PatientXpress
Problem
THE PROBLEM

Diagnosed Treatment That Is Not Presented Clearly Is Treatment That Does Not Happen.

When treatment plans are printed on paper or verbally explained without follow-up, patients leave without a clear picture of what they need and why. Most unscheduled treatment stays unscheduled without an automated recovery system.

PatientXpress solves this — completely and automatically.

HOW IT WORKS

Clear Presentations. Automatic Follow-Up. Real Case Acceptance.

PatientXpress generates digital treatment presentations from your PMS data — showing patients what treatment is needed, cost estimates, and insurance coverage. Unscheduled cases trigger automatic follow-up sequences.

KEY BENEFITS

Key Benefits for Your Practice

Digital Treatment Presentations

Generate clear branded treatment summaries from PMS data — showing procedures, costs, and insurance in plain language.

Case Acceptance Tracking

Track which treatments were accepted, declined, or deferred — and see acceptance rates by procedure and provider.

Automated Follow-Up Sequences

Unscheduled diagnosed treatment triggers automatic SMS and email follow-up — bringing patients back without manual outreach.

Insurance and Cost Clarity

Show patients their estimated out-of-pocket cost and insurance coverage upfront — reducing objections at the chair.

Unscheduled Treatment Analytics

See the total value of diagnosed but unscheduled treatment in your practice and what it would take to recover it.

Ready to Get Started?
Book a Free Demo Today

Book a free demo and see how PatientXpress digital treatment planning helps your team convert more diagnosed treatment into completed, billed care.

Book Your Free Demo
FAQ

Frequently Asked Questions

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