Dental treatment plans that don't get lost in a drawer
A dental treatment plan is the proposal a clinic gives the patient, with procedures, price and payment terms. In Pro365 GO, HartSystem's dental clinic management software, it starts from the odontogram, goes out with discount and installments, shows whether it is accepted, under review or declined, and patients still deciding can get automatic follow-up, with the message and timing you set.
What is a dental treatment plan?
A dental treatment plan is the proposal the clinic gives the patient, with procedures, price and payment terms. In Pro365 GO, the plan lives in the patient's record with insurance, discount, down payment and installments; it has a status (accepted, under review or declined); and once accepted it becomes installments in finance. Patients still deciding show up in Opportunities so the team can follow up.
From the tooth to an accepted treatment
- 01
It starts on the odontogram
The dentist records what each tooth needs. Odontogram and plan sit in the same patient record.
- 02
The plan goes out with its terms
Insurance, discount, down payment, installments, late fees and interest, all set before the patient decides.
- 03
You see where they all stand
Accepted, under review and declined, by value. Accepted plans become installments in finance, with no retyping.
Dental clinic finances - 04
Undecided patients get follow-up automatically
Follow-up on plans under review or declined can be automatic: you set the message and when the patient should receive it, and it gets sent. Opportunities still shows the list to call back.
A plan under review is money standing still
In the dashboards, a single item shows where every treatment plan stands: accepted, under review and declined. At a glance you know what became treatment and what still needs follow-up.
- AcceptedBecomes installments in finance, with automatic payment reminders.
- Under reviewGets automatic follow-up: you set the message and when the patient receives it, and it gets sent.
- DeclinedCan also get automatic follow-up, with the message and timing you choose, to reopen the conversation.
Treatment plan approved and signed, paper-free.
Once the patient approves, the plan is signed by them and by the dentist, with a simple electronic signature. What was agreed is clear, and both the clinic and the patient are protected.
Treatment plan · EstimateAsk about your treatment plans like you'd ask a teammate
Pro365 AI Consultant cross-checks plans, schedule and finance and answers in seconds, with no reports to build.
Meet Pro365 AIThe treatment plan, screen by screen
From the terms agreed with the patient to the list of those still deciding.
- 01Plan details
Status and date, type (such as orthodontic), insurance and price table, discount as % or amount, late fee and interest, and total paid.
- 02Installments
With down payment and frequency, with or without interest, number of payments and start date. One click on Parcelar and they're set.
- 03Plans by status
Who is under review, accepted or declined in the period, filtered by type, insurance and user.
- 04Automatic follow-up
In campaign agents you choose who it goes to, the message, the channel and when it should go out.
- 05Where they stand
In the dashboards, the amounts accepted, under review and declined in one chart.
Pro365 GO is the new ProDent
This tool grew out of more than three decades of ProDent working alongside dental clinics. Now it's 100% web, comes with Pro365 AI and keeps the same HartSystem support team. If you use ProDent, the team helps bring your data over and trains your staff.
Our story- since 1993building software only for dentistry
- 100% webin the browser on computer, tablet and phone
- From tooth to treatment planthe planned treatment becomes a plan and installments
In our clients' words.
Having ProDent in my clinic for years let me reinvent the way I work and stay organized. I've watched ProDent evolve without ever standing still, always looking ahead and bringing in new technology. The whole team works efficiently and quickly. Those who have it know this; those who don't should get it soon. It's the essential tool for our day-to-day. Everything, and I mean everything, apart from the clinical work with the patient, I do in ProDent. ProDent is fantastic!!!
I've been a user since 1998, and in all that time I haven't found another system that serves me so well... I recommend it to any dental professional.
I started using this tool and it made all the difference in managing my clinic. From then until today, I haven't found any dental clinic management software as efficient, practical and easy to use as [ProDent]. Every update adds features that are not only necessary but make my day-to-day easier. The people who built this software listen to dentists' suggestions and turn them into reality. Congratulations to HartSystem, and thank you for the partnership.
The software helps by getting marketing, financial and communication data quickly. I'm fully satisfied with the product, the guidance and the maintenance, always serving us quickly and kindly.
When I decided to computerize my clinic in 1995, I chose a company that was still young but, in my view, had a very promising product. I couldn't have made a better choice. Over the years ProDent has proven to be an excellent management tool, and HartSystem has always given me the best support. All of this makes me a loyal and satisfied client. I recommend it.
Frequently asked questions
What is a dental treatment plan?
It's the treatment proposal the clinic gives the patient, with procedures, price and payment terms. In Pro365 GO it lives in the patient record with a status: accepted, under review or declined.
Can I offer a discount and installments?
Yes. Discounts can be a percentage or an amount, and installments include down payment, number of payments, frequency, late fee and interest.
What happens when the patient accepts?
The status changes to accepted, with the date and who changed it, and the plan becomes installments in finance, with automatic payment reminders.
Can follow-up on plans under review be automatic?
Yes. Follow-up on plans under review or declined can be automatic: you set the message and when the patient should receive it, and it gets sent. Dashboards show where plans stand and Opportunities lists who to call back.
Are there orthodontic plans?
Yes. Plans have a type, such as orthodontic, and their own orthodontics tab.
Does it work with insurance?
Yes. The plan uses the patient's insurance and price table.
Explore the other tools in Pro365 GO
Every tool uses the same information as the others, so nothing has to be typed twice.
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