dental treatment plan presentation template

Demystifying Dental Treatment Plans: A Step-by-Step Guide for Patients

Dental professionals constantly brainstorm ways to enhance their treatment planning skills in hopes of providing unparalleled oral healthcare care. From the initial assessments that lay the groundwork to the meticulous follow-up care that ensures lasting results, each step of the treatment planning process demands precision and dedication. By honing your office's communication skills, your team can effectively engage with patients, actively listen to their concerns, and present treatment options clearly and concisely.

This guide emphasizes the importance of comprehensive documentation, financial considerations, and ongoing communication with patients.

Initial Assessments: Laying the Foundation

The first step in creating a treatment plan is conducting a thorough initial assessment. During this process, take the time to listen to our patient's concerns, review their medical history, and perform a comprehensive oral examination. This assessment may include X-rays, diagnostic tests, and dental impressions to gather essential information about their dental health.

Be sure to allocate sufficient time for this assessment and an opportunity for patients to ask questions and express their goals and expectations.

Diagnosis and Treatment Options: Empowering Patients

Based on the findings from the initial assessment, you'll make a diagnosis and present various treatment options to your patient. It's essential to explain the pros and cons of each option, along with the associated costs and timelines. Use visual aids such as X-rays or digital images to enhance the patient's understanding.

Your practice should encourage patients to ask questions and actively participate in the decision-making process. This step will ensure their input helps tailor a treatment plan that aligns with their preferences and goals.

Creating personalized care can be time-consuming without the right tools, however. If your current practice management software doesn't offer an integrated planning solution, you may want to consider modernizing your PMS to one that does. This will bring all relevant patient records and communications under one platform and make it easier to track treatment compliance.

Treatment Plan Presentation: Clear and Transparent Communication

After formulating a treatment plan, communicate it clearly to the patient. This is where Adit's new Treatment Planning feature proves to be invaluable. This software simplifies the process by creating visually appealing and easy-to-understand dental care plans.

Your team can present the recommended treatment options, associated costs, and timelines in an intuitive format. By leveraging this software, dental practices can eliminate confusion and ensure patients thoroughly understand what to expect while under care.

Remember, a well-informed patient is more likely to be engaged and motivated to achieve optimal oral health.

Follow-up Care and Progress Tracking: Maintaining Transparency

After treatment has commenced, it is vital to maintain open lines of communication with patients. Regular follow-up appointments allow us to monitor their progress, address any concerns, and make necessary adjustments to the treatment plan if required. Consider streamlining this process by investing in modern treatment planning software that seamlessly integrates with your existing system. These programs facilitate progress tracking and keep both the dentist and patient up-to-date about the ongoing treatment journey.

How Treatment Planning Software Benefits the Oral Healthcare Experience

In recent years, the advent of treatment planning software has revolutionized the way dental practices approach treatment plans. These software solutions, such as Adit's Treatment Plan software, offer a range of powerful features that significantly benefit dentists and patients.

Let's explore some of the key benefits of treatment planning software:

Clear Visualization of Treatment Plans: Treatment planning software allows dentists to create visual representations of treatment plans that are easy for patients to understand. With interactive diagrams, images, and 3D models, patients can visualize the proposed procedures, their sequence, and the expected outcomes. This visual clarity empowers them to make informed decisions and actively participate in the treatment process.

Improved Patient Education: Another important role this software can offer your practice is its ability to educate patients with in-depth information about their specific treatment. Your team will be able to provide clearer explanations of procedures, potential risks, and benefits. Educating patients about their treatment can enhance their understanding, reduce anxiety, and improve their treatment acceptance and compliance.

Transparent Communication: Effective communication is crucial in dental treatment planning, and software solutions like Adit's Treatment Plan software facilitate transparent communication between dentists and patients. Share treatment plans electronically, ensuring dental patients can access comprehensive information at their convenience.

Patients can review the treatment plan, ask questions, and provide feedback, fostering a collaborative environment that strengthens the dentist-patient relationship. Even better? They can do this via email or send everything to your patients via HIPAA-compliant text messages .

Cost Estimation and Financial Planning: Treatment planning software often integrates with financial modules, enabling dentists to provide patients with accurate cost estimates for their treatment. This feature helps patients understand the financial implications of their treatment and plan accordingly.

Dental practices can also use the software to explore various payment options and insurance coverage, including generating transparent breakdowns of costs. This financial transparency eliminates surprises and enhances trust between the dental practice and the patient.

Streamlined Workflow and Documentation: Treatment planning software simplifies administrative tasks and reduces paperwork. Dentists can efficiently create, update, and share treatment plans with a few clicks, saving time and minimizing the risk of errors. The software also enables seamless integration with electronic health records (EHR) systems, ensuring that treatment plans and patient information are seamlessly synchronized, improving efficiency and accuracy.

As you can see, incorporating treatment planning software into dental practices can significantly enhance the treatment planning process. It improves patient education, facilitates transparent communication, streamlines workflow, and simplifies financial planning. With planning software solutions, your clinic can provide patients with a clear understanding of their treatment journey, foster trust, and achieve better treatment outcomes.

Challenges of Treatment Compliance: Overcoming Obstacles

One of the significant challenges in dental treatment plans is ensuring patient compliance. Patients may face various obstacles that hinder their ability to follow through with the recommended treatment. These challenges can include financial constraints, fear or anxiety about dental procedures, scheduling conflicts, or lack of understanding about the importance of treatment.

Curious how your dental practice management software can overcome these obstacles to improve treatment compliance? Here's how:

Financial Transparency

Dental practice management software can streamline the financial aspect of treatment plans. It enables the dentist to provide patients with a detailed breakdown of treatment costs, available payment options, and potential insurance coverage.

By presenting this information in a clear and transparent manner, patients can make informed decisions about their treatment and explore financial arrangements that suit their budget.

Educational Resources

Modernized PMS solutions often include patient education modules offering informative materials, videos, and interactive tools. These resources can help patients understand why recommended treatment is crucial, the potential benefits, and the consequences of non-compliance.

Appointment Reminders and Scheduling

Dental practice management software can send automated appointment reminders via text messages or emails. These reminders not only help patients stay organized but also minimize the risk of missed or rescheduled appointments. By implementing such reminders, your office can improve treatment adherence and reduce the likelihood of delays or gaps in the treatment process.

Progress Tracking and Communication

Dental practice management software, including advanced solutions like Adit's Treatment Planning features , offers dentists a comprehensive solution for progress tracking and communication. With features specifically designed for treatment planning, dentists can efficiently monitor the progress of each patient's treatment, communicate updates, and address any concerns or questions that arise along the way.

Track and document the progress of each patient's treatment, ensuring that milestones get met and adjustments get made as necessary. This information can be shared with patients, allowing them to visualize their progress and understand the importance of continued compliance.

Finally, dental practice management software provides secure channels to facilitate ongoing communication between dentists and patients. Whether through email, automated text messaging, online chatbots, or a phone call, patients can use these channels to ask questions, express concerns, or seek clarification throughout their treatment journey. This direct line of communication ensures that patients feel supported and informed, leading to a more collaborative and satisfactory treatment experience.

Quick Tips to Boost Dental Patient Treatment Compliance Rates

Boosting dental patient treatment compliance rates is crucial for achieving successful outcomes and improving oral health. To help dental practices effectively increase patient compliance, here are some quick tips to consider:

Enhance patient education: Provide comprehensive and easy-to-understand educational resources about the importance of the recommended treatment. Utilize visual aids, videos, and animations to communicate the benefits and outcomes of proposed care effectively.

Foster open communication: Establish a supportive and open communication channel with patients. Encourage them to ask questions, express concerns, and seek clarification throughout the treatment process. Addressing their doubts promptly and empathetically helps build trust and encourages compliance.

Centralize communications through a VoIP phone system to enhance access to your dental office and ensure inquiries don't fall through the cracks of a busy work day.

Set clear expectations: Clearly outline the treatment plan, including the timeline, expected outcomes, and any necessary follow-up appointments. Providing patients with a roadmap of their treatment journey helps them understand the steps involved and stay committed to the plan.

Emphasize the long-term benefits: Highlight the long-term benefits of the recommended treatment, such as improved oral health, enhanced aesthetics, or prevention of future complications. Emphasizing these advantages can motivate patients to adhere to their treatment plan.

Personalize the approach: Tailor the treatment plan to each patient's unique needs and preferences. Discussing their individual goals and concerns and involving them in decision-making increases their sense of ownership and compliance.

Offer financial options: Address the financial aspect upfront and provide transparent cost breakdowns. Offer flexible payment options or discuss potential insurance coverage benefits to alleviate financial concerns and make the treatment more accessible.

Follow-ups and reminders: Implement a system for regular follow-ups and reminders to keep patients engaged and accountable. Send reminders for upcoming appointments or recommended at-home care to reinforce compliance.

Celebrate milestones: Acknowledge and celebrate milestones achieved during the treatment process. Recognizing progress and sharing positive feedback can boost patient morale and motivation to continue the recommended treatment.

Provide post-treatment support: Offer additional guidance, including proper oral hygiene practices and maintenance tips, as part of patient aftercare protocols. Ensuring they have the necessary tools and knowledge to maintain the results of their treatment promotes long-term compliance.

Continuously evaluate and improve: Regularly review your treatment protocols and patient experiences. Your office should encourage patients to leave feedback and make necessary improvements to optimize care. This effort will enhance overall patient satisfaction and compliance rates.

Remember, effective treatment planning is an ongoing process that, when done correctly, boosts case acceptance and collection rates.

Take Your Dental Treatment Planning to the Next Level with Adit

Approaching patient cases as a collaborative process between the dentist and patient ensures long-lasting and predictable dental work. By following a checklist and fostering collaboration, dentists can provide optimal care. Effective communication and shared understanding lead to patient acceptance of treatment plans.

Adit supports dental practices in this process by providing an end-to-end practice management solution that features state-of-the-art planning tools. Our innovative platform promotes case acceptance by empowering your team to create personalized plans that outline patient treatments, track progress, and create a transparent financial breakdown. Plus, our digital tools seamlessly integrate with many of the most popular PMS solutions currently on the market. This means a shorter learning curve for your team and faster benefits for your patients and day-to-day operations.

Below are just a few of the 15+ features Adit offers:

• Treatment Planning
• Automated Appointment Reminders
• Online Scheduling
• Electronic Patient Forms
• Patient Recall
• Pozative Reviews
• Secure Two-Way Messaging

Adit's Treatment Planning software stands out because its robust features take an intuitive approach to dental care management. Your team can create multiple treatment options for patients to choose from, easily itemize related costs, and customizable and preset templates.

Additionally, our software incorporates financial modules that offer transparent cost breakdowns and flexible payment options. This feature makes it easier for patients to plan and manage the financial aspects of their treatment, making care more accessible.

Incorporating this software into your workflow will enhance patient engagement, build trust, and ultimately achieve higher treatment and collection rates, leading to improved oral health for their patients. To learn more about how Adit's Treatment Plan software can benefit your dental practice, schedule your free demo today!

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Dental Treatment Plan

Access a free dental treatment plan and example to help you customize your patient's plan, allowing you to provide the best care possible.

By Ashleigh Knowles on Apr 08, 2024.

Fact Checked by RJ Gumban.

What Is A Dental Treatment Plan?

Dental health is essential for many reasons. Good oral hygiene helps ensure healthy teeth and gums, preventing tooth decay, gum disease, and bad breath. Proper dental care can also help maintain overall health and well-being, reducing the risk of infection or diseases that could affect other parts of the body.

Regular dental visits are essential for monitoring oral health and diagnosing any issues early on when they may be easier to treat. A beautiful smile can also boost self-confidence and make social interactions easier.

A helps dentists and patients plan for the best possible dental care. It outlines the treatments, steps, and goals needed to maintain or restore a patient’s oral health. The plan is typically customized for each patient’s needs, as everyone’s teeth and gums differ.

Generally, a dental treatment plan consists of a list of treatments that need to be completed. It may include services such as teeth whitening, cavity filling, crowns, root canals, braces, and more. Additionally, a plan may consist of recommendations for preventive care, such as regular brushing and flossing or fluoride treatments.

Printable Dental Treatment Plan

Download this Dental Treatment Plan and provide customized, quality care for your clients.

How To Use This Dental Treatment Plan

Using this free dental treatment plan is simple and quick. You can follow these steps to start:

Step One: Download the plan

You can get a copy of the template using the link on this page or within the Carepatron app . You can also download it from our resources library.

Step Two: Fill up the template

You can either print the template or fill it in digitally. Make sure to fill out each section with the patient's necessary treatments and preventive care.

Step Three: Discuss the plan with your patient

Once you’ve completed the plan, discuss it with your patient. Explain how each treatment will help them achieve their overall goal of having good dental health.

Step Four: Secure the treatment plan

Keep the plan in a secure location as it contains confidential patient information.

Dental Treatment Plan Example (Sample)

Creating a plan can be challenging, especially for first-time users. That's why we've prepared a dental treatment plan example for you. This sample is written for a fictitious patient, illustrating how the template works in real life. You can view it here or download the PDF version for future reference.

Download Dental Treatment Plan Example (Sample)

When Would You Typically Use A Dental Treatment Plan?

A dental treatment plan is essential for patients needing more extensive and ongoing care. You can use this to:

Identify and prioritize treatment needs

By using a dental treatment plan, you can quickly identify the treatments needed for your patient and prioritize them according to their needs.

Track the progress of ongoing treatment plans

It’s important to track the progress of ongoing treatments. The dental treatment plan helps you monitor this and ensure optimal patient care.

Design a plan that meets the patient’s personal goals

The plan helps you and your patient design a personalized plan that meets their goals . This can be anything from improving oral hygiene to achieving a healthier smile.

Estimate costs and create payment plans

The dental treatment plan can help you and your patient estimate the cost of treatments and create payment plans. This can help make dental care more affordable and accessible.

Who Can Use this Printable Dental Treatment Plan?

This printable dental treatment plan is suitable for any dentist or healthcare professional who needs to create a comprehensive plan for their patients. It’s also suitable for:

• Dental hygienists
• General practitioners
• Dental technicians
• Dental assistants
• Students in dental-related fields of study

Do note that dental treatment plans must be designed and used in consultation with a qualified health professional or dentist.

Benefits Of Free Dental Treatment Plan Template

The dental treatment plan template provides an easy-to-use solution for dentists and healthcare professionals. It also offers several other benefits, such as:

Keep accurate records of treatment history

The dental treatment plan template helps you keep accurate records of your patient’s treatment history. This can be used for future reference and to monitor the progress of their treatments.

Streamline the treatment planning process

The template helps streamline treatment planning by providing a standard format for recording all necessary data. This makes it easier to create detailed treatment plans quickly and efficiently.

Provide a clear timeline for the patient’s journey to better oral health

The template helps you provide a clear timeline. It also gives your patients realistic expectations and motivates them throughout the process.

Fully digital

This treatment plan is easy to use and saves you time. You don’t need to print it out! You can fill it in using any device with an internet connection anytime, anywhere.

Why Use Carepatron For Dental Treatment Software?

With Carepatron, you can take your practice management to the next level!

Our platform is designed to help make it easier for you to manage your day-to-day tasks. Carepatron offers a comprehensive suite of features such as automated patient reminders, appointment scheduling, billing and collections, patient portal access, and more. It's user-friendly and easy to learn, so you won’t have to devote time and energy to training your staff on how to use it.

With Carepatron, you can streamline operations and improve productivity, allowing you to focus on providing the best possible care for your patients. Plus, our cloud-based software is always up-to-date and secure, so you’ll never have to worry about data loss.

Say goodbye to tedious paperwork and manual processes. With Carepatron, you can enjoy the efficiency of a fully integrated practice management system that eliminates time-consuming tasks. Try out Carepatron today!

Commonly asked questions

A dental treatment plan should be used whenever a patient needs dental care. It helps the dentist create a comprehensive plan that outlines the treatments required.

Dental treatment plans are helpful because they provide a comprehensive overview of the needed treatments. They also help track progress and create a clear treatment timeline.

Individualizing a dental treatment plan is essential to reflect on the patient’s unique needs and goals. This ensures that all treatments are tailored to the individual and are based on their needs.

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Dental Treatment Plan

What do you think of this template.

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The most important aspect of any dental treatment plan is understanding why doctors recommend a specific treatment in the first place. Everyone has unique dental needs, based on such factors as their age, daily oral care habits, and existing dental restorations, such as fillings or crowns. The order to follow when treatment planning is the acute phase, prevention, stabilisation, definitive treatment and finally maintenance. 

The first phase of any treatment plan should be the acute phase where you basically get the patient out of pain and you address any emergency or urgent problems. 

Some problems need immediate attention and will need treatment on the same day, and these are Emergency problems like severe dental pain, swelling, systemic infection, or trauma to the face or jaw. Some problems don’t need immediate attention. These are treatments that postponing won’t cause the patient unnecessary pain or risk of systematic illness.

This part of the treatment plan is often overlooked because when treatment planning we tend to start thinking about all the different restorative or period problems but this acute phase is especially important when it comes to building a good rapport with your patients. 

After the Acute phase of the treatment plan, you need to look at prevention. Prevention needs to be in nearly all treatment plans that you write. It should include oral hygiene instructions, fluoride, diet diary and advice. 

The next phase is the stabilisation phase and is kind of connected to prevention in the sense that we want to stabilise their dentition to prevent any of the current diseases from getting worse. 

The next section to include is checking uncertain teeth. These are teeth which you will have to investigate further by removing caries and then assessing the options. Options might be filling, root canal treatment, crown or extraction. 

The next phase of the treatment plan is the definitive phase or as others might call it the restorative phase. After the definitive phase comes the Maintenance phase where you see the patient in regular intervals to monitor their oral health and to prevent any disease like caries from happening. 

This dental treatment plan template will primarily be useful to dentists and dental clinics. You can use it when preparing materials for clients on proper dental care. You can also use the slides in this template when explaining caries to patients or to visualize the main elements of a tooth.

University professors can use this template when preparing courses on toothache or prosthetics. This template can also be used by pharmaceutical companies when developing an advertising campaign for a new drug for the treatment of toothache. For example, you could use the seventh slide and present the effect of your medication after taking it.

Dental Treatment Plan template contains all the necessary tools to create a professional and modern presentation. This template contains a lot of infographics and consists of 8 slides. Dental Treatment Plan template will complement your old presentations and will be a great addition to your collection of professional presentations.

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Dental Treatment Plan

Access a free dental treatment plan and example to help you customize your patient's plan, allowing you to provide the best care possible.

What Is A Dental Treatment Plan?

Dental health is essential for many reasons. Good oral hygiene helps ensure healthy teeth and gums, preventing tooth decay, gum disease, and bad breath. Proper dental care can also help maintain overall health and well-being, reducing the risk of infection or diseases that could affect other parts of the body.

Regular dental visits are essential for monitoring oral health and diagnosing any issues early on when they may be easier to treat. A beautiful smile can also boost self-confidence and make social interactions easier.

A dental treatment plan helps dentists and patients plan for the best possible dental care. It outlines the treatments, steps, and goals needed to maintain or restore a patient’s oral health. The plan is typically customized for each patient’s needs, as everyone’s teeth and gums differ.

Generally, a dental treatment plan consists of a list of treatments that need to be completed. It may include services such as teeth whitening, cavity filling, crowns, root canals, braces, and more. Additionally, a plan may consist of recommendations for preventive care, such as regular brushing and flossing or fluoride treatments.

Printable Dental Treatment Plan

Download this Dental Treatment Plan and provide customized, quality care for your clients.

How To Use This Dental Treatment Plan

Using this free dental treatment plan is simple and quick. You can follow these steps to start:

Step One: Download the plan

You can get a copy of the template using the link on this page or within the Carepatron app . You can also download it from our resources library.

Step Two: Fill up the template

You can either print the template or fill it in digitally. Make sure to fill out each section with the patient's necessary treatments and preventive care.

Step Three: Discuss the plan with your patient

Once you’ve completed the plan, discuss it with your patient. Explain how each treatment will help them achieve their overall goal of having good dental health.

Step Four: Secure the treatment plan

Keep the plan in a secure location as it contains confidential patient information.

Dental Treatment Plan Example (Sample)

Creating a plan can be challenging, especially for first-time users. That's why we've prepared a dental treatment plan example for you. This sample is written for a fictitious patient, illustrating how the template works in real life. You can view it here or download the PDF version for future reference.

Download Dental Treatment Plan Example (Sample)

When Would You Typically Use A Dental Treatment Plan?

A dental treatment plan is essential for patients needing more extensive and ongoing care. You can use this to:

Identify and prioritize treatment needs

By using a dental treatment plan, you can quickly identify the treatments needed for your patient and prioritize them according to their needs.

Track the progress of ongoing treatment plans

It’s important to track the progress of ongoing treatments. The dental treatment plan helps you monitor this and ensure optimal patient care.

Design a plan that meets the patient’s personal goals

The plan helps you and your patient design a personalized plan that meets their goals . This can be anything from improving oral hygiene to achieving a healthier smile.

Estimate costs and create payment plans

The dental treatment plan can help you and your patient estimate the cost of treatments and create payment plans. This can help make dental care more affordable and accessible.

Who Can Use this Printable Dental Treatment Plan?

This printable dental treatment plan is suitable for any dentist or healthcare professional who needs to create a comprehensive plan for their patients. It’s also suitable for:

• Dental hygienists
• General practitioners
• Dental technicians
• Dental assistants
• Students in dental-related fields of study

Do note that dental treatment plans must be designed and used in consultation with a qualified health professional or dentist.

Why Is This Assessment Popular With Dentists?

The dental treatment plan template is popular with dentists because it helps them easily create comprehensive patient plans. It’s also a great way to track progress and communicate with patients regarding their treatment. Here are other reasons why this tool is widely used:

It’s easy to use and customize

A dental treatment plan can be easily customized to fit each patient's specific needs. This lets you personalize the plan according to their goals.

It's comprehensive

This template covers all aspects of a treatment plan, from preventive care to restorative treatments. This ensures that all necessary information is recorded in one place.

It’s a great way to communicate with patients

The dental treatment plan is an excellent way to communicate with patients about their care. It provides a clear and comprehensive overview of their treatments, helping them better understand their oral health needs.

Commonly asked questions

A dental treatment plan should be used whenever a patient needs dental care. It helps the dentist create a comprehensive plan that outlines the treatments required.

Dental treatment plans are helpful because they provide a comprehensive overview of the needed treatments. They also help track progress and create a clear treatment timeline.

Individualizing a dental treatment plan is essential to reflect on the patient’s unique needs and goals. This ensures that all treatments are tailored to the individual and are based on their needs.

Benefits Of Free Dental Treatment Plan Template

The dental treatment plan template provides an easy-to-use solution for dentists and healthcare professionals. It also offers several other benefits, such as:

Keep accurate records of treatment history

The dental treatment plan template helps you keep accurate records of your patient’s treatment history. This can be used for future reference and to monitor the progress of their treatments.

Streamline the treatment planning process

The template helps streamline treatment planning by providing a standard format for recording all necessary data. This makes it easier to create detailed treatment plans quickly and efficiently.

Provide a clear timeline for the patient’s journey to better oral health

The template helps you provide a clear timeline. It also gives your patients realistic expectations and motivates them throughout the process.

Fully digital

This treatment plan is easy to use and saves you time. You don’t need to print it out! You can fill it in using any device with an internet connection anytime, anywhere.

Why Use Carepatron For Dental Treatment Software?

With Carepatron, you can take your practice management to the next level! 

Our platform is designed to help make it easier for you to manage your day-to-day tasks. Carepatron offers a comprehensive suite of features such as automated patient reminders, appointment scheduling, billing and collections, patient portal access, and more. It's user-friendly and easy to learn, so you won’t have to devote time and energy to training your staff on how to use it.

With Carepatron, you can streamline operations and improve productivity, allowing you to focus on providing the best possible care for your patients. Plus, our cloud-based software is always up-to-date and secure, so you’ll never have to worry about data loss.

Say goodbye to tedious paperwork and manual processes. With Carepatron, you can enjoy the efficiency of a fully integrated practice management system that eliminates time-consuming tasks. Try out Carepatron today!

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Complex Dental Treatments: 8 Effective Strategies for Case Presentation

About 15 years ago I was one of the surgical assistants in our oral surgery practice. I had been crossed trained in the front office and was presented with the opportunity to become a treatment coordinator. I thought to myself, “easy enough, I come from an assistant background; I have the knowledge of procedures and it comes down to simply presenting the treatment plan.” My first few cases went great! Straight forward wisdom teeth, a few single implant cases. I thought, “wow I am golden.” Then came the eye opener: a large complex case. Upper and lower All-on-4 surgical treatment with a projected surgical fee of 27k which did not include the restorative fee. I began to sweat. My hands got clammy, I was instantly nervous and I began questioning how the patient was going to afford their treatment. I went in to see the patient and stumbled on my words. I wasn’t confident and the patient left the office with the decision to “think about it” and get back to us. That night I realized I had a lot to learn. From there, I continued on with confidence and perfecting my treatment plan presentation . This mission resulted in a treatment plan acceptance rate of 98% .

I believe patients need to feel confident that they are in the right office and that their needs are addressed (especially to eliminate their fears.) Here are my eight effective strategies I have found to be successful for presenting complex treatment cases.

Step 1: Do your homework!

As a dental treatment coordinator , you want to be educated on each of the procedures performed in your practice. You need to know pre and post-op care and be able to articulate them to your patient in an easy to understand manner.

A great way to do this is to sit in on your doctor’s consultations, observe surgeries and train on total patient care. Prior to presenting treatment cases, be sure to read all notes in the patient’s chart. This starts with the initial phone call all the way through to the doctor’s notes. This homework will help you determine the type of patient you are presenting to (fearful, straight to the point, second opinion, lots of questions.) All patients are different and you should know how to effectively communicate with each one of them based on their preferences. There needs to be a smooth transition from the first phone call to meeting with the implant treatment coordinator.

As such, documentation in the patient’s chart needs to be as detailed as possible for the doctor and treatment coordinator to know how to tailor the care to their specific needs. Also, make sure their insurance has been verified and that you have verified coverage for the specific codes presented.

Step 2: Simplification

Simplifying the process is vital to case acceptance. For example, if you give an All-on-4 patient a treatment plan that visually has a long list of teeth to remove, all implant positions, each of the 15 min intervals of sedation, etc., then you are already overwhelming them. We found that the treatment plan should be itemized in your system but the patient should be presented with a more simplified version. Example, all teeth removed with All-on-4 implant placement and sedation included. Now you have an outline of what is being performed and the patient is focused on the next step of their care instead of the fear factor. Our goal is to always calm, educate and provide solutions.

Step 3: Introduction

Always introduce yourself to the patient and explain the role you play in their care. Let them know you will be the one to communicate with everyone involved in their care to assure a smooth, successful experience. To many patients it can be worrisome when dealing with multiple offices. By clearly describing the role you play, you can gain confidence and begin to build trust.

Step 4: Body language

Always sit with your patient at a safe distance. Preferably next to them if the space allows. Don’t stand and talk down to them. Sitting with your patient allows them to feel comfortable and not rushed through the treatment planning process.

Step 5: Build trust

It’s important to have a calm and uninterrupted conversation with the patient to identify any fears or anxiety. Once you understand their concerns, you can take steps to address them in a thoughtful and reassuring manner. Next, you want to reiterate and confirm the treatment the dentist is recommending and paint a picture for them. Detail the steps in their care and what aftercare will look like. This overview will give the patient an idea of what to expect. It’s a great opportunity to market your website. Consider showing them pertinent videos of the procedure, before and after photos and reviews of patients who have been through the same treatment.

Step 6: Q & A

Take time to address each of the patient’s questions and concerns and document them. Taking notes and offering to email them a summary can be very helpful and most patient appreciate it.

Step 7: Finances

Present the financial investment to the patient. Discuss ways the patient may want to explore to pay for their procedure. Offer third party financing as an option. Also, mention ways they may not have considered (such as a loan from their bank, refinancing their home or pulling from their 401k). Finances should always be discussed towards the end of the visit.

Step 8: Conclusion

Summarize the next steps in the patients care and provide a packet with detailed information. Share your contact information and ask if it’s okay to follow up.

To summarize, simplifying patient treatment presentation and following these effective strategies will demonstrate and facilitate five key pillars: teamwork, education, documentation, mindset, and care. Remember, always care for the patient before you take care of them. And most important: when your mindset changes, so does your case acceptance!

About the Author

Elaina Wharton, FAADOM has been working alongside Dr. Ali Alijanian This link leads to the Dr. Ali Alijanian’s website for the past 18 years. She joined his oral surgery practice in 2005 as a certified surgical assistant. She quickly found herself cross-trained throughout each role in the office before growing into her position as practice administrator. In addition to managing the practice, Elaina is the coordinator for the Partnership Study Club in Walnut Creek, CA This link opens a new tab to the Dr. Ali Alijanian’s website . In 2016, she became a fellow of AADOM This link leads to Home page and has served as the President of the Contra Costa CA local Chapter since 2019. When not wearing her many dental hats you can find her on the sidelines cheering on her two children at their baseball and softball games.

October 16, 2023 at 11:56 am

Excellent, Alaina! Thanks for sharing!

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Home Collections Medical Dental Dental Treatment Plan Presentation Template

Dental Treatment PowerPoint And Google Slides Templates

Dental Treatment Plan Presentation Slide

Introducing the perfect solution for dental professionals, who want to effectively educate patients on their treatment options. This dental treatment template showcases the teeth infographic that clearly communicate complex procedures in an easy-to-understand format. With its clean white background and organized headings, it's the perfect tool to enhance patient engagement and compliance. Invest in this template today and take the first step towards transforming your practice into a patient-centered, highly successful dental clinic.

Features of the template

• 100% customizable slides and easy to download.
• Slides are available in different nodes & colors.
• The slide contains 16:9 and 4:3 formats.
• Easy to change the colors of the slide quickly.
• Well-crafted template with an instant download facility.
• Highly compatible with PowerPoint and Google Slides.
• Showcase your patients teeth infographic.
• Premium template with an exquisite outlook.
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3 tips to successfully communicate your patient's dental treatment plan presentation

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March 3rd, 2023 | 6 min. read

Sarah Traeger

Print/Save as PDF

Have you ever struggled to cover the necessary information in your patient’s dental treatment plan presentation, so it’s easy to accept? 

When it comes to meeting with a patient for a dental treatment plan presentation, it can be challenging to convey complex information in a way that is both understandable and effective. 

Having RCM services that handle insurance verification will help you with treatment plan presentation, because verification helps you explain how insurance may help cover the cost of care. DCS offers insurance verification services as part of our end-to-end RCM offerings. 

Our years of experience have shown us the impact of performing proper insurance verification to gain a clearer estimate of patient responsibility.

When patients don’t understand their treatment or how to pay for it, the less able they are to accept your recommendations. Deferred care often results in more extensive and expensive future treatment. When patients misunderstand the plan, it may also be harder to collect their out-of-pocket balance, resulting in less revenue for your practice. 

The 3 tips in this article will help you present a clear and concise dental treatment plan presentation to your patients. With these tips, you will empower your patients to see the value of your plan, how to meet their dental health needs, and how they will pay for the care you provide. 

1. Take your time explaining why your patient needs this treatment

The key to this type of treatment presentation is making sure that the patient totally understands WHY they need the treatment and the VALUE of getting it done. Be sure to express the consequences of not receiving this treatment, especially if it will lead to more expensive treatment in the future. 

For example, if you don’t get this $200 composite restoration now, it could lead to a $1,200 crown down the road.

Make sure you are sitting down knee to knee for this presentation and you and your patient don’t feel rushed. Answer their questions thoroughly or obtain clarity from the provider if needed.

“If patients feel rushed through the consultation, they may be reluctant to say yes. Provide the quality time you and your patients need to choose the treatment plan you both want.” - Dental Economics

Explaining dental insurance and dental treatment can get wordy and complicated. Here are some quick tips to help your patient understand: 

• Be clear and concise - keep it as simple as you can. 
• Use visual aids if possible (x-rays, diagrams, etc.)
• Provide a print out of their treatment and their costs

One benefit of working with RCM experts is you will have more time to dedicate to patients. If you don’t have the time to give patients a thorough treatment presentation, your team may want to look into partnering with RCM services. Your RCM experts ensure that insurance details are ready in your PMS software. A technology-assisted process ensures you have the latest data at your fingertips when talking with patients. 

Related: Increasing dental case acceptance with outsourced billing: 3 ways

2. Be clear that insurance payments are estimates only

Don’t get bogged down on insurance details. Instead, focus on the word “estimate.”

Basic insurance verification services can give you the information you need to calculate an estimation, but that’s all it is — an estimation. 

No matter how much information you gather during insurance verification, it will still just be an estimate. 

When you use end-to-end RCM services , they verify patient benefits for you, providing the amount of information needed to calculate your patient’s out of pocket estimate.

We asked one of our RCM experts at DCS how they have approached presenting treatment in the past. 

He explained, “When talking about the specific treatment the patient needs, I use the word USUALLY a lot. You need a crown on tooth number 30. Our fee is $1,200 and your plan usually covers this at 50% which means they usually pay around $600. 

We collect a down payment of $600 and usually that covers your portion, but keep an eye out for a statement (or text/email) in case insurance pays less or more than they usually do."

You can present a ballpark number to patients to help them prepare, but you should always start with the full cost of the treatment so that they know they are ultimately responsible, should their insurance not cover it.

Related: How to handle a dental patient who has a problem with their bill

Remind them of your financial policy, and develop your financial agreement that details their payment and financing options you offer. Don’t judge their pocketbook and let them determine their best payment method.

3. Remind patients that benefits are not determined until the claim is processed

Dental insurance payers will never be able to give you more than an estimate ahead of time. You’ll know the patient’s costs when the insurance company issues payment with an explanation of benefits (EOB).  Any estimates beforehand may be inaccurate. This is why we don’t recommend spending your valuable time on predeterminations instead of insurance verification.

• Predeterminations are time-consuming. This time could be spent on other valuable administrative duties such as patient care, patient scheduling, etc. 
• Predeterminations are not always accurate. Like we said, everything is just an estimate until the claim has been processed. And predeterminations don’t prevent denials when you finally submit the actual claim.
• Predeterminations can frustrate your patients when they don’t match real costs. Don’t let your patients get stuck on a number. If your patients get an unexpected bill that because their predetermination was inaccurate, they could leave your dental practice

Unlike predeterminations, insurance verification provides you with the information you need to present treatment to patients. Verification gives you a more comprehensive view of benefits. DCS insurance verification services deliver fast and easy technology-assisted verification. 

With the latest data on file, you’ll send more clean claims that pay sooner, reduce denials, and increase patient collections.

This insurance verification also allows for you to present a basic treatment plan for your patients, communicating a truer estimate to them. 

After you finish your presentation, ask your patients, “What questions may I answer for you and when would you like to schedule?” 

If they do not schedule, ask them if you may follow up in two weeks if you do not hear from them. Get the best date, time and method to contact them and put it in your task list.

Ready to submit clean claims using insurance verification services?

Presenting a dental treatment plan to a patient can be a daunting task, but by following these three simple rules of thumb, and using insurance verification services, you can deliver a clear, concise, and effective presentation.

By addressing your patients' concerns, providing written information, and encouraging questions, you can build trust and foster positive relationships with your patients. And when you are clear and transparent about patient financial responsibility before their treatment, you will have less trouble collecting from them afterward. 

DCS Insurance Verification services can help you provide basic information to your patients about their insurance coverage, focusing on the estimate of their out-of-pocket cost. To learn more, schedule a call with us.

Insurance verification is part of a full-service RCM support available at DCS.

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Dental clinic presentation, free google slides theme, powerpoint template, and canva presentation template.

Did you know that more than 70 types of bacteria can be found in your mouth? Dental care is very important for our health, so if you’re looking to promote your medical services at your dental clinic, this free template can make wonders!

We’re aware that people can be a bit afraid of going to the dentist’s, so our proposal is simple: an enjoyable presentation for everybody. Regarding the design of the slides, the approach that we’ve chosen for the illustrations leans toward the always popular and cute kawaii style. Just look at those teeth smiling and having fun! The colorful palette instantly puts you in a good mood, with a pleasant combination of yellow, light blue and pink. The backgrounds are simple, and we’ve included some geometrical shapes to properly organize all the information that you want to communicate. As for the typography, we want to highlight the font that we’ve used for the titles, which is full of personality, making your message more attractive and readable. You can customize this medical template or theme in Google Slides and PowerPoint, so regardless of the software, you’ll be able to create an awesome presentation with no difficulty. If you choose Slidesgo, there’s no doubt you have a sweet tooth!

Features of this template

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Templates, Smart Phrases and SOAP

Guidelines for Practice Success | Managing Professional Risks | Patient Records, Charting, and Documentation Protocols

While every patient’s record, and the notes it contains, must be specific to the patient undergoing examination and treatment, much of what is written in the chart can be seen as common to almost every patient. That can make it challenging to make what’s noted in the record seem unique to a particular patient. This reality of dentistry can make the concept of using templates, drop down boxes, etc., especially appealing because, after all, there are only so many ways of saying the same thing.

Frequently using template entries or copying entries from one patient’s records and pasting them into another’s can put a practice at risk, especially in the event of an audit. That’s because these shortcuts can make it easy to overlook blank fields in the record or cause the person writing the note to forget to customize notes. These types of oversights can raise red flags with auditors and prompt them to cast a wider net before closing the audit.

Practices that opt to follow a template approach in making notes in patients’ records should consider making notes that specify tooth-by-tooth status and treatment as well as procedure-by-procedure details. A good rule of thumb is that entries that are customized to the patient are always preferred to the frequent use of the same basic language in multiple records. While custom reporting may take more time, it also provides more protection in the event that a patient files some type of complaint against you or if you are selected for a random audit.

Some healthcare institutions and practices have begun to use “smart phrases” to help dentists report simple and commonly performed procedures such as dental exams and radiographs. If your practice decides to develop and use smart phrases, make sure that individualized data always accompanies the phrase. It’s also a good idea to have the phrases reviewed by an attorney, your professional liability carrier, or a compliance officer to review the phrases and ensure that they’re accurate.

A few sample smart phrases include:

• I was present in the operatory (during or when) this service was rendered and reviewed the patient’s health history, condition, treatment plan, and supervised the above services provided and documented.
• I was present in the operatory during or when (detail the service that was rendered) and (note findings and or the treatment plan as appropriate).

Another approach to making notes in the dental record uses the acronym SOAP, which calls for the person making the entry to consider the Subjective, Objective, Assessment and Plan. This system can also minimize the risk of failing to include important details in the record.

SOAP calls for:

• This would also include updating the medical/dental health history information for existing patients and collecting complete information for new patients.
• Objective : This part of the entry deals with the patient’s current health status such as blood pressure readings, exam findings, radiographic findings and other diagnostic information, such as pocket depths, etc.
• Assessment : This is your diagnosis of the patient’s condition, based on the subjective and objective information. There may be several diagnoses to consider.
• Plan : The unique treatment plan recommended for the patient.

While SOAP is an effective tool for all patients, it can be especially effective when dealing with emergency appointments: gathering the information in this format is an easy way to collect everything needed in order to provide a customized note in the patient’s chart.

General Suggestions for Customizing Notes in the Dental Record:

• This information will be especially valuable if the patient returns with multiple complaints during the course of treatment.
• Consider including photos when treating patients. Pre- and post-operative images can support your diagnosis and treatment in the event that a patient claims they’ve experienced an injury as a result of the treatment provided.
• Specify brand name, lot number and conditions whenever possible.

Dental Treatment Plan Template

Download this Dental Treatment Plan Template Design in Word, Google Docs, Apple Pages Format. Easily Editable, Printable, Downloadable.

Some patients are taking for granted the need for dental care. But for a dentist like you, you want to make sure that your patients will be able to recognize the importance of visiting an orthodontist. Get to create a personalized dental treatment plan for your patients using our Dental Treatment Plan Template.

Because it’s ready-made, what you have to do is to fill it up with your patient’s details and match it up with his specific dental care needs. Our template is easy to download and customize on your chosen device, be it a computer or a mobile one. 

Don’t miss out on this great template; get it now!

DENTAL TREATMENT PLAN

Patient information.

1. Name  Lawson, Martha J.

2. Date of Birth 08/15/1980

3. Phone Number 908-289-1357

4. Permanent Address 2258 Williams Mine Road, Elizabeth, NJ 07201

5. Medicaid Number 460699102

6. Gender Female

7. Ethnicity White

PROVIDER INFORMATION

1. Provider Name Christina D. Ramos, MD, Dentistry

2. Medicaid Number 414400282 

1. Gingivitis; heavy plaque; halitosis; white spots on some teeth, indicating teeth decalcification 2. Localized chronic periodontitis with generalized gum recession.

Chlorhexidine Gluconate:

• Dosage - 15 ml
• Frequency - For 30 seconds, twice a day, for 6 months
• Indication - Gingivitis

Doxycycline Hyclate:

• Dosage - 20 mg
• Frequency - 1 tablet every 12 hours for 9 months
• Indication - Gum bleeding

Response to the Medication and Other Treatments: The patient had a good response to the treatment and medication. The patient’s plaque build-up has not worsened with the regular use of chlorhexidine oral rinse. There is also some healing of gum tissue from the doxycycline.

PROBLEM & TREATMENT GOALS

Problem/Symptoms 1: The patient has irritated gums around teeth, with red and swollen gum tissue in the lower and upper teeth. The patient also has white spots in some teeth, indicating the initial signs of enamel decalcification.

Long-Term Goal: Improved dental hygiene through regular brushing and flossing.

Short-Term Objectives:

• Teach the patient how to floss properly.
• Reduce the patient’s plaque with regular flossing and the use of antiseptic mouthwash.
• Reduce the white spots on the patient’s teeth.
• Reduce the patient’s gum swelling and redness.

Initial Date - 09/10/2019

Date Completed - 09/30/2019

Problem/Symptoms 2: The patient has halitosis and showed a gum recession. There are also deep pockets from the upper lateral incisor to the first molar and the surrounding gums. 

Long-Term Goal: Stop the progression of the patient’s chronic periodontitis and prevent recurrence through regular flossing, proper brushing, and dental cleaning.

• Remove the bacteria build up between the patient’s gums and teeth.
• Cure the patient’s halitosis.
• Promote the healing of the patient’s gum tissue.

INTERVENTIONS

The patient came in complaining of halitosis and gum bleeding. She was advised to do proper flossing and regular brushing at least three times a day. She was also instructed to use an oral rinse to prevent plaque build-up. The dentist also showed her some techniques on how to effectively clean teeth without experiencing pain from her swollen gums.

The patient was also advised to control or eliminate her smoking habit. The attending dentist did a brief 4-minute counseling session to convince the patient to stop smoking, suggesting techniques, coping strategies, and alternatives.

Review Date: 09/10/2019

The patient’s plaque build-up and gum redness and swelling have reduced. Halitosis is still present but is expected to disappear with a significant reduction of plaque and bacteria. 

The patient is still in the process of considering tobacco cessation. The dentist will continue with the counseling sessions, taking care not to pressure the patient. 

Provider Name and Signature Christina D. Ramos, MD, Dentistry

Date September 10, 2019

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Dental Treatment Plans & Payment Plans

Allow patients to digitally review, sign and submit treatment plans in minutes.

Schedule a demo to see how it works.

Increase patients understanding

It's easy for us to know exactly why treatment is needed — we're dental professionals. For a patient, though, it can be more difficult to understand their treatment option(s), why they're necessary, and what that will mean for their wallet.

You need to be able to communicate this information in a clear and concise way to your patients through their treatment plan. Dental Intelligence gives you easily understandable, patient-friendly tx plan templates — ready to customize and easy to send to your patients to review and sign digitally.

“Itemized or not, you can include different payment options, and send the signed treatment plan instantly to the patient’s email. It is so easy for our patients to read and has helped us go completely digital in our office! It has even helped increase treatment acceptance!”

Easy customization makes planning and presenting simple

Customization is simple for you too as you can filter by stages, hide unnecessary columns and edit the verbiage on tx plans before presenting or sending them to your patient.

Each tx plan is preloaded with a custom header and footer that includes important practice and care information. From there, you can edit verbiage to add notes for your patient or swap in laymen's terms, add intra-oral photos or graphics to help better explain the treatment being presented, highlight what's most important, and cater to your patients' level of dental understanding so you can increase your case acceptance and help more people get the dental care they need.

Pull treatment plans from your practice management system

Dental Intelligence Treatment Plans integrate with your practice management system to pull tx plan information directly from the patient file.

It takes just a moment to pull a recent tx plan from your patient's chart and then send it via text or email, or present it on a DI kiosk. Patients can sign right from their device and automatically be emailed the signed copy for their records.

Present payment options alongside any dental treatment plan

Select which payment options to present to the patient with their tx plan. We'll automatically calculate any discounts or management fees and show the patient what their monthly payment breakdown would be (or if they're eligible to apply for patient financing). Once the patient selects a payment option and signs, the payment plan schedule is automatically filed into their chart with the signed tx plan.

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Treatment Plan Presentation – Big vs. Small

Over the years I’ve done my share of “big case” dentistry.  And, I’m often asked how I get the “big cases.”  Yet, I also understand many dentists have no interest in doing big cases.  For today’s installment, I’m going to skip the rather broad topic of attracting “big case dentistry” and get to the actual presentation to the patient.  Specifically, I’ll show you how I present it in written form.

All practice management software (PMS) conveniently lets you punch in a treatment plan.  Then it spits it out in an itemized format on paper.  This is fine for small treatment plans that involve basic restorative treatment for a few teeth.  But, for extensive restorative and prosthetic treatment plans, I believe it’s a huge mistake.  Why?  Read on…

A large treatment plan, when spit out by your PMS is a laundry list of codes and fees that means little to nothing to a patient.  Worse, it can be very intimidating and confusing.  “What’s this ‘P-slash-C’ for, and why does it cost $295?”   The patient will tend to look at long list of procedures (looks like a LOT of work!) and each individual fee.  Then he or she will start to question each one… if not vocally, at least in his or her mind.

What does all this mean to a patient? Does it answer all of the patient’s questions?

A good treatment plan presentation (verbal and written) is one that answers the patient’s questions.  We dentists tend to focus on the how and why instead of the BENEFITS to the patient.  Of course, we also have to cover alternative treatment options, risks vs. benefits, etc.  We can do it in a patient-friendly way, though and still cover our bases.

What is it good for?   Aaaaaabsolutely nothin’… say it again!

Answer the questions!

So, what do patients want to know?  Do they want to know about osseointegration?  Nope!  Do they want to know how you’ll be bonding materials to their teeth?  Nope!  Do they want to hear about how a post and core is placed?  Nope!  Do they want to know about crown-root ratios?  NO!  Stop thinking like a dentist.  Pretend, for a moment, that you are talking to a non-dentist… a regular person… your patient.

When it comes to treatment options, they want to know about BENEFITS.  Patients want three things from dental treatment:

• Last a long time.

That’s it!!  Really!  It is!

When it comes to the actual treatment plan, patients want to know three more things:

• How many appointments?

That’s it!!  Really!  Don’t bend their ears about anything else!  You’ll just talk them out of treatment.  Ask me how I know!  With 24 years under my belt, I finally figured a few things out.  😀

The secret to your success…

Over the years, I developed a way to present treatment and answer those questions, while covering my “informed consent” bases.  I quit printing out those PMS treatment plans.  I quit itemizing the fees.  It wasn’t working for the big cases.  Not at all!  I wanted to present treatment options, informed consent, and answer the patients’ questions in one fell swoop.  Again… there’s no real automated / lazy way to do this.  But, at the end you’ll see that after a while, you can make the process more efficient.

What’s my big secret?  It’s not a secret.  It’s not rocket surgery.  I’ve put this out there on Dentaltown.com a number of times.  I am reprising it here for posterity and easy reference.  🙂

I present the whole case and a single CASE FEE printed on paper created by a word processor.  Remember the patient’s questions (see lists above).

Options, options, options…

Let me back up a bit, though.  If the case has a number of options (and they usually do), I’ll present those options first, in general terms, along with pros and cons and fee ranges.  So, if you can imagine a case where the patient may have missing teeth and others in need of restoration.  Options might include:  removable, traditional crown & bridge, and implants.  Three basic options.  Start there.

Or it could be a cosmetic case that could be an orthodontic + minimally invasive restorative vs. ten or more porcelain restorations.  Also remember to include the option of no treatment (and possible consequences).

Here is an example of the Treatment Options Overview.  You can click on the image to download a .pdf version that you can see better and save on your computer for future reference.

An example of a “Treatment Options Overview.” Click on the image to download a .pdf file that will be easier to see (and save on your computer for future reference).

It helps to print it out in an easy-to-read-and-understand format.  And, again, consider a significant other at home may be looking at it (and be involved in the final decision).

Finalizing the plan

Once the patient has decided on a particular option, I write up the treatment plan, again remembering the patient questions.  I summarize the treatment.  Then I map out the number of appointments (and time between appointments).  And, I quote a CASE FEE.  I don’t break it down by the tooth.  It’s the whole case, soup to nuts.  One fee.  I also include any “informed consent” caveats that should be mentioned.

Below is an example of a final treatment plan.  Click on the image to get the .pdf version.

Treatment plan includes general description of treatment, sequencing of appointments, and informed consent info. Click on image to download .pdf for better viewing and saving.

The “heart” of my written treatment plan answers the patient questions of “how long and how many appointments?”  Here’s an example of that:

The “heart” of the Treatment Plan is the schedule.

Below is an example of an extensive treatment plan.  This case took about a year to complete.  Clicking on the image below will download the .pdf version.

This is an extensive treatment plan. Click on image to download .pdf.

Surf’s up!

This approach has worked very well for me over the years.  In this economy, I’m not doing as many of the “big cases” as I was in years past.  But, I expect once the economy turns around (whenever THAT’S going to be!), there will be a pent-up demand for these services.

The question is:  Will you be ready to surf that wave when it comes?

“You can either surf, or you can fight!…  If I say it’s safe to surf this beach, Captain, then it’s safe to surf this beach! I mean, I’m not afraid to surf this place, I’ll surf this whole ***** place!”

So, if you’re not already comfortable doing big cases (but would like to), sharpen that saw by going to as much related CE as you can.  And, then when the right patient comes in, you’ll be ready not only to do the case, but effectively present it as well.  Remember what the PATIENT wants to know.  Keep it simple!  Feel free to adopt and adapt my approach on a word processor to suit your own style.  Once you’ve got a number of these stored on your hard drive, for any given case, you can go back and modify a previous similar plan (and not have to start over from scratch).  So, it does get easier and more efficient.

24 Responses to Treatment Plan Presentation – Big vs. Small

Thanks again, Mike. I’m going to pilfer your templates. I do a lot of full mouth cases and you are right: giving the patient too much info is a bad thing. Just let them know that you’ll take good care of them, that you stand behind your work, and that they’ll be able to chew and smile with confidence.

Thanks, Frank! That’s why I made them “pilferable.” 🙂

Hey Mike, what’s “rocket surgery”?

Rocket surgery is a career path that’s a bit easier than “brain science.” 😉

I too have noted less of these bigger cases in recent times. My question to you would be approximately how much time does it typically take for you to finalize the final treatment plan. Obviosuly some of that will depend on the patient but I am guessing you have a couple consultation appointments? One for the treatment options overview and then a 2nd consult for the final treatment plan?

I realize you are probably at a point and time in your career where these big cases seek you out but I’d like to see you write sometime on how you approach people unaware of their dental problems who are big cases but don’t know they are (or at least won’t acknowledge they are).

I’ve got bunches of these treatment plans “in the can” on my hard drive. So, most times, I can dig one up and just modify it. But, before that, I sit down with x-rays, models, photos, etc. and sketch out some options on a blank piece of paper.

Sometimes we have 2 consultations (options and final). Other times, we can sort it all out at the options consult. Just depends.

How do I approach folks that have big issues but don’t know? I just say, “Duuuuuuuude… your grill be all jacked-up!” 😉 Just kidding.

Honestly, most of them know. They just don’t know what can be done because other dentists never tried to tell them. Most dentists don’t want to do big cases. Some are afraid if they present a big case, the patient might say YES! Some are afraid of rejection (of the big fees). “$30,000??? Are you out of your mind, Doc???” Some dentists don’t like hearing that. So, they avoid the “confrontation.” Of course it’s nothing like a confrontation. But, most people don’t like rejection. So, it’s easier to never ask.

What program are you using for your larger cases. I was trying to create a basic template but had a hard time creating the boxes for the sequence. Hopefully i will see you next year at ACDRC

Hi Vijay! Nice to hear from you.

How have you been? 🙂

I’m just doing this in Microsoft’s “Word.” I create a table to organize the treatment sequencing.

Over time, I’ve saved a bunch of these on my hard drive. So, if I can, I try to find a similar case and then just modify it for the next case.

I hope that helps! 🙂

I’m still co-chairing Farokh Jiveh’s course at ACDRC. Hope to cross paths soon!

Thank you so much Mike (and Google)! I was looking for one of your letters as an example of how to present a case, and I finally stumbled across this post. Great stuff as always!

Hi Matt! Thanks for visiting my blog. I’m glad to hear the article was of some help! 🙂

I have been devouring your blog posts for the past week or so. As a new grad, I am learning so much here! Thank you Mike.

Thanks, Kelly! Congrats on graduating and best wishes!

I try to put a treatment plan from hygiene first, chef complaint then worst condition teeth and last the most important teeth to save first to last ( such as 6 and 11 is important to save for partial denture) but my boss ( not a dentist) want me write down from tooth number 1 to 32 in that order. She said easier for the front desk to type the treatment plan. And i don’t agree with her. I feel that the big treatment plan the fee is too high, so if address the chef complaint first and get patient out of pain is very important, that will increase trust level between patient to doctor. And then take out the worst condition and save the one may have possiblity need RCT if wait then RCT may become necessary( that will increase extra 1000 dollars). I don’t think because it is easy for the front desk and scare patient off by fee. Let me know what you think? and your opinion of my boss thinking?

Hi Bernard. Thanks for visiting my blog. Every case and every patient is different. I agree that treating the chief complaint first is the best way to gain the patient’s confidence. After that, it really depends. I try to get to know the patient and his or her goals. Then I tailor the treatment plan to fit that. I will also come up with multiple options, so that we can fit the patient’s financial resources.

that is what i am trying to do. But the boss want me to write down from tooth #1 to tooth #32 in that order. I totally not agree with her. She said that is hard for the front to type the treatment plan. How you resolve that problem? How you can make the front desk easier to type the treatment plan?

I don’t think I can answer the question, unfortunately. It depends on the systems in place at your practice. I recently converted to Open Dental software, and it is very, very easy to punch in the treatment plans (in any order). It also makes it easy to split the plan into groups and prioritize them.

Hey I would love to speak with you more about presenting treatment plans because right now my confidence level is so so but I would love to have The knowledge in which your templates explains

What questions do you have?

Presenting options pro and con is the ethical thing to do. However most do not They present the ideal first and push for acceptance Only if unsuccessful will options reluctantly be presented

The problem with presenting options is patients will pick the cheapest way out And not fully be satisfied with results even if forewarned

We are not required to divulge cons which are highly unlikely For instance, very small percentage of titanium implants develop Osteosarcoma

However most do not tell patients the truth that conventional treatment may outlast implants which are often, to make the sale, touted as forever. Patients are rarely informed restorative is finite and will need replacement. Often cases eventually fail in senior citizens retired on fixed income who cannot afford replacement or even those younger now without resources to replace.

Such contingencies are rarely if ever disclosed for fear of losing the sale. And as well, perhaps rendering appropriate care

Currently, provider economic factors present as student loan payback, office overhead, discount plans and life style.

How do we rationalize all these factors and discharge fiduciary responsibility to our patients who trust us. Will that trust which is our only “coin” vital to acceptance ultimately be squandered?

Patients often select a mid plan so three options may be offered A. Basic Plan to eliminate dental disease B. Ideal Restorative Plan C. Outrageous Plan nobody would accept

This steers the patient toward what they should select

Hi Lloyd. Thanks for your thoughtful comment. I have not found that patients pick “the cheapest way out.” Most patients want “the best.” Certainly, some cannot afford it. I try to present all options, and my patients vary across the board in which they choose. Some choose the best. Some choose the middle. Some choose the least expensive. ALL patients deserve to know their options, regardless of their perceived socio-economic status.

I routinely tell patients about the potential and, if they live long enough, almost inevitable failure of restorative treatment. I don’t fear “losing the sale.” I think we are obligated to fully inform our patients. And, I don’t believe I’ve EVER lost a case due to the reality that they will need maintenance / replacement in the future.

Thanks Mike. This article is very helpful and full of great ideas for treatment presentation. I am looking forward to trying this form of presentation with our big cases especially as I have also found that the “laundry list” prompts the patient to begin picking and choosing and you can see the overall confusion in their faces as they try to go through it tooth by tooth and procedure by procedure. Thank you again for the information and templates.

Thanks for these examples and explaining the emotional influence of patient decisions. I would consider myself thorough, a talker, and honest when it comes to patient conversations. This often leads to talking in circles or just overwhelming the patient with a large treatment plan. I have improved, but still get anxiety when a patient with a very large treatment need arrives in my practice. My normal method is to create a word document with about 3 options with generic pros/cons and fee ranges. After narrowing it down with the patient I lock in a specific quote based on lab/material cost/and time required to complete. I find your examples very valuable not only because it aligns with what I have learned works, but that it includes a bit of a consent to the longevity of treatment. This method is very patient focused revolving around their value for care, but in a way is very abbreviated for ease of conversation. Glad I came across this…keep it up

I’ve been working on my case presentation skill for extensive cases to keep it short & simple by answering What (summary of what pt need), Why (if they ask), How (if but rarely asked) and How much & how long to complete case. Then I came across your article…what a blessing!! I tend to “get in the weeds” and find myself going into the “why” first…(perhaps to ‘defend’ or ’empower pts w/ knowledge so they can make the best informed decision for themselves’).

Your forms will help me to keep it short and simple. Thank you again so much for sharing this with your colleagues.

Don’t forget to send me 10% commission on all the treatment plans accepted with this approach! 😉

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Dental Treatment Presentation Template

Dental Treatment Brokers

Transcript: Your dental treatment may be performed at an office close to your residence! Don’t limit yourself to only one office or one doctor! Ask Yourself Dental Treatment Broker provides a link between patients and doctors Dental Treatment Brokers will help you Conclusion We have dentists in our network that are ready and willing to quickly assist you in your dental treatment at fractions of the cost of the current prices you have been quoted. We have doctors that can review your dental treatment and provide you a second opinion. Dental Treatment Brokers with Your NEW dental treatment service If you said YES to ANY of the questions above... Amazing prices and Better results We review your current treatment plan and provide a detailed explanation and effective guidance of what is needed and timeline of treatment to be performed. Do you need a major dental treatment? Are you embaressed of socializing because of how your smile looks? Are you tired of paying too much for dental treatment? Un-insured? Is your insurance co-pay high? Do you want a second opinion? Do you want to have the smile of your dreams? Dental tourism? Dental Treatment Brokers provides the most discounted prices, because we negotiate dental treatments in bulk or volume, thus the advantage to “ YOU” , the patient.

Hemophilia + dental treatment

Transcript: People with hemophilia have lower clotting factor levels of plasma or impaired coagulation factors needed for a proper clotting process. So when their blood vessels are injured, a clot can begin to form but the missing coagulation factors prevent fibrin formation, which is necessary to maintain a blood clot. The risks for patients with blood disorders, such as hemophilia needs to be carefully assessed before treatment to ensure that procedures can be carried out safely, so dental emergencies can be prevented. What is hemophilia? a group of genetic disorders that impairs the body's ability to control blood clotting. hemophilia A - genetic deficiency in clotting factor 8, which is an essential blood clotting protein hemophilia B - rarer than hemophilia A, deficiency in clotting factor 9 gene Management of patients depends on the severity of their disorder, mild, moderate, or severe and the invasiveness of the procedure. If the procedure has limited invasiveness and the patient has a mild bleeding disorder, only slight or no modifications will be required. Overall, It is essential to prevent accidental damage to the gingiva and mucosa by cautious use of any instruments and things like the saliva ejector. Damage to tissues that cause bleeding can escalate into dental emergencies if bleeding can not be stopped, or controlled. What exactly does this mean? Pre-treatment A hemophiliac does not bleed more intensely than a person without, but can bleed for a much longer period of time. Even minor injuries can result in blood loss for days or weeks. In conclusion Hemophiliacs compared to non hemophiliacs Dental teams must be aware of the impact of bleeding disorders on the management of their patients. Proper medical and dental evaluation is necessary to determine the severity of the patient's disorder, so necessary action can be taken before and during treatment. During Dental treatment There are number of pre-med options when dealing with hemophiliac pts depending on the severity of their condition. Mouth rinses that support clot formation can be used in patients with mild disorders. Ex. Epsilon-aminocaproic acid, Tranexamic acid. In more severe cases, patients can be placed on blood factor replacements Hemophilia Hemophilia and Dental Treatment

Dental Treatment

Transcript: Features & Functionalities After passing the board Exam and have her license, Dra. Vanessa Nicolas decided to start her own dental clinic, Vanessa Nicolas Dental Clinic. Her clinic opened last July 08, 2016 located at #454 Stall.3 Gov Padilla Street, Plaridel Bulacan. Her mission was to offer to their patients the finest dental care not just in Plaridel but in whole Bulacan and provide exceptional, prompt customer service. It was built to help restoring, protecting and improving people’s oral health. Service fee Thank You Index card Patient Records Management Manual Method Patient Billing Wednesday, November 23, 2016 User Vanessa Nicolas Dental Clinic Payments III. History of treatment Patient Account Management Index card Message/Email Sending Dra. Vanessa Nicolas text IV. Reports Patient Administrator Treatment Group II Balance INVENTORY MANAGEMENT Existing System Manual Reservation call Appointment Management Dental Treatment Daily/Range Manual Encoding I. Limitations Management System History Patient Employee Account Management Patient Information Vanessa Nicolas Dental Clinic II. Reservation Information Reminders IMAGING Treatment Filling and repairs , root canals, decal crowns Payment Clinical Charting Name, Address, Birthday etc.

Dental Presentation

Transcript: Disability: What to consider? Now What? Joe Dierks' Why... Retirement Planning Rule #1- Employer offered benefits are a base to build from NOT "the plan". -Health Insurance - Defined Contribution Plans -Common insurance benefits offered Identify Gaps and Overlaps Protecting Your Income: Disability Insurance The Infamous "Benefit Package" Maximizing Employer Benefits Welcome UNMC Dental Students! http://www.investopedia.com/articles/pf/09/deciphering-benefits-at-new-job.asp What to consider? Cont.... - Should I pay down debt or invest? - Our Philosophy https://studentloans.gov/myDirectLoan/mobile/repayment/repaymentEstimator.action Remember: Retirement savings is only one "segment" of savings". Dental School Dilemma... -Taxes -How much should I save? Managing Student Debt

Transcript: PROCEDURES and DISEASE Prophylaxis Prophylaxis Action taken to prevent disease. Dental treatment for stopping the progression of gingivitis and periodontal disease. Subtopic 1 Involve in the Procedure Text Text Pictures Pictures Subtopic 2 Chairside Bleaching Chart Chart Timeline Timeline YEAR Dentist apply either a protective gel to your gums or rubber shield to protect your gums. TEETH WHITENING Teeth Whitening PROCESS OF USING BLEACH OR OTHER MATERIALS TO MAKE TEETH LOOK WHITER. REMOVE STAINS OR OTHER DISCOLORATION FROM THE TOOTH SURFACE Topic 3 Tooth Erosion Topic 4 Tooth Sensitivity

Dental presentation

Transcript: Dental What is Dental Phobia and Anxiety? Phobia Overall Causes Symptoms Dental anxiety Dental anxiety and phobia are extremely common Estimated that 9% to 15% of Americans avoid seeing the dentist because of anxiety and fear Phobia Phobia 1 People can fear a specific activity, object or situation Put off routine care for years or even decades pain, or broken and unsightly teeth 2 3 A phobia is an intense, unreasonable fear. Outcome higher risk of gum disease and early tooth loss emotional costs poorer health in general Cause of D.A.P. Pain Feelings of helplessness and loss of control What can lead to afraid from Dentist? Causes of Dental Anxiety and Phobia Negative past experiences Embarrassment Symptoms Symptoms 1 You feel tense or have trouble sleeping the night before a dental exam. 2 The thought of a dental visit makes you feel physically ill. 3 You panic or have trouble breathing when objects are placed in your mouth during a dental appointment. Keep calm!

Transcript: or When most people think of why they take care of their teeth, it is because they wouldn't want gross teeth. Which for the most part is true, but there are many more reasons. 2. For their job or career Dental Field -For others, having good oral health helps them earn a living and can influence how much they get paid. Ex: waitress and chef Your teeth affect your overall health in many ways. They are what we eat our food with, without them we could not chew our food, and end up choking on food too big to swallow. They also control our speech, by helping keeping your tongue in our mouth. If you do not maintain a good oral health, it can lead to disease and a lot of problems . A theory done by the University of Chicago concluded that individuals whose wages depend on the whiteness of their teeth will spend approximately half their lives brushing . 1. Racial segregation in dental schools After searching relevant keywords i was able to find a lot of information on factors affecting peoples oral health and why people maintain oral hygiene. Reasons people maintain good oral health 5.People have a "taste for brushing" what about the dental field? Maintaining a good oral health isn't just something that you decide to do one day after you roll out of bed. It is instilled in you as a child by most likely your mother. People not only like a clean mouth, but also have a taste for brushing. What i mean is that for some people, they enjoy doing it. Because people naturally do not like the taste of their mouth, gum companies have cashed in on this problem and are very well off. There is actually a theory looking at peoples "taste for brushing" but because there is lack of testable predictions, it is uninteresting. 4. Its good for you! People brush there teeth for many reasons. It could be because they don't want bad looking teeth, because they need to for their job, or just because they enjoy doing it. People have done it for thousands of years, and will continue to do it because it is very important to your health. 3. Its what they've been taught to do The End Because the waitress is in constant touch with the public and relies on tips for most of their income, bad breath or yellow teeth could have negative effects on their earnings. In contrast, a chef is in the kitchen, not seen by the public and paid by salary, will not be affected by having bad teeth. 2. What is the importance of teeth and why do people choose to, or not to, take care of them? 1.The obvious answer The "mother told me so" theory created by Alan S. Blinder supports this statement by suggesting that people who brush their teeth three times a day do so because their mothers forced them to do so at a young age. Due to lack of new information or scholarly sources i decided to think of a new topic -For some people, their job requires them to represent something or someone, and having a clean mouth and white smile portray a good image about what they are representing. Ex: orbit commercial

Transcript: Oral Surgery: the branch of dentistry that involves but is not limited to TOOTH EXTRACTIONS and mainly focuses on REMOVING INFECTIONS and preventing them from spreading. What is used: nitrous oxide (AKA LAUGHING GAS), anesthetics (needles), drills, extraction tools Why you might need to go there: wisdom teeth extraction, removal and repair of oral irregularities. India Chile Works Cited Periodontics: the branch of dentistry concerned with the prevention and treatment of diseases that are in the gums and supporting structures of the teeth. Perio=around & odon=tooth. How do diseases in the gum occur: NOT BRUSHING YOUR TEETH ON TIME What happens when you dont brush your teeth on time: loss in tooth and bone structure, bleeding in the gums (thats not supposed to happen!), and well....this... General Dentistry: a compilation of all specialties in dentistry AKA your average family dentist. Why come here: Regular biannual check-up, no referral required, most available type of dentist. http://clyde.as.utexas.edu/SpAstNEW/M35-RADECbest.jpeg http://www.latinimmersion.com/specials/map-chile-ski-beach-spanish-school.jpg http://www.croatian-dental-practice.com/gallery/oralna-kirurgija-parodontologija-1.jpg http://i.infoplease.com/images/mindia.gi http://shapirodentist.com/images/ziggy.jpg Orthodontics: the branch of dentistry involved in restoring and preventing dental and facial irregulatities AKA maloclussion (another word for bad bites such as an “overbite” and “underbite”) Most common treatment plan: BRACES, expanders, RETAINERS Suggestions for avoiding braces: DONT suck on your thumb (causes and open bite) Oral Surgery Toothville Periodontics Various Branches of Dentistry Orthodontics General Dentistry Mongolia

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