Consultations
Plans and quotes
Share provider-prepared plans, quotes, deposits and financing options for patients to review.
Your clinic. Connected.
- Prepare the plan
- Share it for review
- Record the next step
A clearer next step for your team.
After the consultation, the patient needs a clear way to review the provider’s plan and take the next agreed step.
How it works
The workflow, step by step.
- 01
Prepare the plan
The provider sets the treatment plan and the clinic prepares the corresponding quote.
- 02
Share it for review
Send the provider-prepared information through the supported patient workflow.
- 03
Record the next step
Handle supported acceptance, deposit and financing steps with the relevant status attached.
Your team stays in control.
The provider remains responsible for the treatment plan. An accepted quote or payment is separate from clinical treatment consent.
What we’ll check for your clinic.
- How your clinic approves plans, quotes and payment terms.
- Supported acceptance, deposit and financing connections.
See this with your clinic’s workflow.
Bring your system, your questions and the way your team works.