New Feature

Record the Consult. AI Does the Rest.

Hit record during any consultation. Treatment Plan transcribes the conversation, generates a clear patient summary with action steps, and sends it alongside their treatment plan — all in one click.

1

Record

Tap record during the consultation

2

Transcribe

AI transcribes every word in real time

3

Summarize

AI drafts a patient-ready summary

4

Send

Delivered with the treatment plan via SMS

/ Consultation Summary
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ER
Emily Reynolds
Invisalign Comprehensive — Bright Smile Orthodontics
Invisalign
Recorded
12:47 min

Consultation Recording

Transcribed
12:47
Recording Complete
Live Transcript
AI Processing
Dr. Smith
So Emily, based on what we're seeing with your bite and the crowding on the lower arch, I'd recommend Invisalign Comprehensive. It's going to address everything — the crowding, the spacing, and that slight overbite.
0:32
Emily
Okay, and how long would that take? I have a wedding in about a year and a half.
1:15
Dr. Smith
Great news — you'll be done well before that. We're looking at about 14 to 18 months, and you'll start seeing noticeable changes within the first 6 to 8 weeks. You'll definitely have that new smile for the wedding.
1:48
Emily
That's really good to hear. What about the cost? I don't have orthodontic insurance.
2:22
Dr. Smith
No worries at all. We offer flexible monthly payments — it works out to about $299 a month with zero percent financing. And that includes your Vivera retainers at the end of treatment, so there are no surprise costs.
2:58
Emily
Oh wow, the retainers are included? That's actually really reasonable. Can I think about it and talk to my fiance?
3:30
Dr. Smith
Absolutely. We're going to send you a full summary of everything we talked about today, along with your treatment plan. Take your time — no pressure at all.
3:52

AI-Generated Patient Summary

Draft Ready
AI Summary Generated
Analyzed 12:47 of conversation — ready to review and send
Consultation Summary
Hi Emily! Thanks so much for coming in today. Here's a quick summary of what we discussed with Dr. Smith at Bright Smile Orthodontics:

We looked at the crowding on your lower arch and a slight overbite, and Dr. Smith recommended Invisalign Comprehensive as the best approach. Treatment will take approximately 14-18 months, with visible changes starting in just 6-8 weeks — plenty of time before your wedding!
Treatment & Pricing
Invisalign Comprehensive — Full upper & lower arches
Monthly investment: $299/mo at 0% APR for 18 months
Vivera Retainers — Included at no extra cost
Total treatment value: $5,400
Your Next Steps
Review your treatment plan — We've sent a detailed breakdown to your phone with everything we discussed today.
Talk it over with your fiance — Take all the time you need. This summary has everything you'll want to share.
Book your start date — When you're ready, tap the link in your treatment plan to pick a date that works for you.
Questions? — Reply to this message or call us at (555) 234-5678 anytime.
From Bright Smile Orthodontics
We're really excited about what Invisalign can do for your smile, Emily. There's absolutely no rush — we just want you to have everything you need to make the best decision for you. We're here whenever you're ready!
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