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Dental Practices · Workflow
Treatment plan creation and presentation
Automatically creates comprehensive treatment plans from examination findings and presents them to patients with visual aids and cost breakdowns. Streamlines the treatment planning process and improves patient acceptance rates.
Workflow Trigger
Dentist completes clinical examination and diagnosis in practice management system
Visual Flow
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Step-by-Step Breakdown
Detailed explanation of each automated stage in the workflow.
- 2Action
Generate treatment options automatically
AI system analyzes diagnosis codes and patient history to generate multiple treatment plan options with procedures, sequencing, and estimated costs. Alternative treatment approaches are included when applicable.
Open DentalAI Treatment Planning Engine - 3Action
Verify insurance benefits
System automatically checks patient's current insurance coverage and calculates estimated benefits for each proposed treatment. Real-time verification ensures accurate cost estimates.
- 4Decision
Check treatment plan complexity
Workflow evaluates if treatment plan requires complex procedures or exceeds preset cost thresholds. Routes simple plans for immediate presentation and complex plans for dentist review.
- 5Action
Create visual presentation materials
System generates patient-friendly treatment plan presentations with procedure explanations, before/after images, and payment options. Materials are customized based on patient communication preferences.
- 6Action
Schedule presentation appointment
System automatically books a treatment consultation appointment and sends confirmation to patient with pre-presentation materials. Follow-up reminders are scheduled.
- 7Output
Deliver comprehensive treatment plan
Complete treatment plan package is delivered including detailed procedures, costs, insurance coverage, financing options, and visual aids. Patient receives digital copy and appointment confirmation.
Outputs
- Multi-option treatment plan with cost breakdown
- Insurance benefits verification report
- Patient presentation materials with visual aids
- Scheduled consultation appointment
Key Metrics
- Treatment plan acceptance rate
- Time from diagnosis to plan completion
- Patient consultation show rate
- Average treatment value per plan
Tools & Integrations
- Dentrix
- Eaglesoft
- Open Dental
- Curve Dental
- RevenueWell
- Weave
- AI Treatment Planning Engine
- Practice Management System
- Patient Portal
OA
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