Treatment Plan optimizes what your team is already doing — turning every Invisalign consultation into a clear, beautiful plan patients act on. No new hires. No extra overhead. Just more started cases.
Thanks for coming in for your consultation today! Here's your personalized Invisalign treatment plan based on what we discussed. Tap any item below to learn more.
Your consultations are solid. Your TCs know their stuff. But the process after the patient leaves? That's where the revenue leaks. Treatment Plan tightens what's already working.
Your TC nails the presentation, but the patient goes home with a confusing estimate full of clinical terms. By the time they look at it again, the excitement from the consult has faded.
Your team is already stretched thin running the practice. Manually calling and texting undecided patients takes time your staff doesn't have — and hiring someone just for follow-up means payroll, taxes, and HR.
Without a system to keep patients engaged after they leave, perfectly good consultations turn into lost production. It's not a sales problem — it's a process gap.
This isn't hypothetical. Plug in your real numbers and see what's walking out of your practice every single month without a system to catch it.
The gap between a great consultation and a started case is a process problem — and it's completely solvable. Here's how Treatment Plan closes that gap without changing anything your team already does.
Select Invisalign tier, treatment length, and monthly payment. No clinical codes — just simple options your team already knows.
Clinical details are automatically converted into clear, friendly language patients understand — with monthly costs front and center.
A personalized link is sent via SMS while the patient is still in your office. One tap to see everything on their phone.
The patient sees clear monthly payments, what's included, and books their start date — all from their phone.
Hit record during any consultation. Treatment Plan transcribes the conversation, generates a patient-ready summary with action steps, and sends it alongside the treatment plan — all in one click.
Tap record during the consultation
AI transcribes every word in real time
AI drafts a patient-ready summary
Delivered with the treatment plan via SMS
Hi Emily! Here's a summary of what we discussed today. Dr. Smith recommended Invisalign Comprehensive for crowding and a slight overbite. Treatment takes 14-18 months at $299/mo — well before your wedding!
We're excited about what Invisalign can do for your smile, Emily. No rush — we're here whenever you're ready!
Your TC picks the treatment, sets the monthly cost, and sends — in under a minute. No training needed, no workflow disruption.
Clinical details automatically converted into clear, patient-friendly language that builds trust and excitement.
Personalized links sent via text while patients are still in your office for maximum impact and conversion.
See who opened, who engaged, and who scheduled — giving your team the visibility they need without the manual tracking.
Show patients clear monthly costs instead of intimidating totals. $299/mo feels a lot more doable than $5,400.
Patients book their Invisalign start date directly from the treatment page. No phone calls needed.
Let patients hear directly from their orthodontist — a short, personal video message embedded right in their treatment plan.
A 30-60 second video from the orthodontist builds instant trust and makes the patient feel like more than just a number. It's the closest thing to a personal conversation — delivered on their phone.
Select a patient's hesitations and Treatment Plan generates a personalized follow-up sequence — automatically nurturing them back to your chair.
Treatment Plan isn't a generic SaaS tool. It was designed specifically for orthodontic and dental practices — by a team that understands case acceptance, treatment coordinators, and the revenue you're leaving behind.
Recover the production that's slipping through the cracks today — without hiring another team member, dealing with payroll taxes, benefits, or HR. Treatment Plan does the work of a full-time follow-up coordinator at a fraction of the cost.
Every message, every treatment plan, every patient interaction runs through HIPAA-compliant servers. Your practice stays protected and your patients' data stays secure — built in from the ground up, not bolted on as an afterthought.
AI-generated messages are written to sound like your practice — warm, helpful, and personal. No aggressive sales tactics. Patients feel cared for, not pressured, which is exactly why they come back and start treatment.
No technical skills required. No complicated onboarding. No months of training. Your TC will be sending their first plan in under 5 minutes.
You don't need to be "tech-savvy" or have an IT department. Treatment Plan takes the things your staff is already doing manually and makes them instant, automatic, and consistent. If you've tried tools before that gathered dust — this one won't.
Tasks your team no longer has to do manually
Treatment Plan pays for itself with a single converted Invisalign case — and saves you the cost of adding another team member.
See it in action. No commitment required.
One converted Invisalign case covers the cost of Treatment Plan. Every case after that is pure upside — more production, more growth, zero additional overhead. The only question is how many more months of revenue you're willing to leave behind.