Efficient Dental Treatment Plan Software
Lost cases often come down to unclear proposals or unexpected costs. iDentalSoft cloud platform helps your team create and present treatment plans with confidence.
Build treatment plans with fewer clicks
One-click plan creation
Quickly turn patient dental charting data into a structured treatment plan in a click. Easy to navigate through procedures and phases to make real-time updates.
Auto Codes & Multi Codes shortcuts
Build common procedures faster with iDentalSoft Auto Codes and Multi Codes. Add grouped treatments like implants, ortho, and multi-step care with fewer clicks.
Flexible treatment plan management
Keep plans organized by grouping related procedures, assigning providers, and setting priorities. Phase care by urgency, budget, or patient preference.
Recall scheduling for ongoing patient care
Protect production after the case is accepted by setting recall intervals during planning. iDentalSoft triggers appointment reminders automatically for post-op checks, cleanings, or exams.
ePrescribing tools
Prescribe with confidence using iDentalSoft eRx, including a complete drug database and safety checks against patient medical history. Send electronically or print when needed.
Present plans with visuals patients understand
Make recommendations easier to follow by presenting a 3D odontogram, X-rays, and intraoral images inside the treatment plan view.
Keep the conversation moving with a tablet-friendly presentation that lets providers adjust phases or options chairside. A digital consultation reflects your practice’s professionalism and improves the patient experience.
Convert more cases with clear payment tools
Upfront treatment cost estimates
Generate accurate cost estimates tied to procedure codes with itemized breakdowns, so patients understand what they’re paying for before committing.
Real-time insurance eligibility check
With iDentalSoft's integrated insurance verification feature, your team can present treatment options with clearer coverage details and reduce time spent on payer follow-ups.
Digital consent with eSignature
Capture approvals faster with iDentalSoft eSignature. Patients can review and sign on the office tablet or on their mobile device. Signed document stays attached to the record for easy retrieval.
Flexible payment options connected to the plan
Offer customized payment plans that fit the patient's needs, support online portal payments, and automate invoices within the same platform.
Track lab and implant cases from the treatment timeline
Lab case tracking
Track and manage lab orders directly from the treatment plan. Select labs, attach files, track case status, and review results without leaving iDentalSoft.
Implant tracking
Track implant stages by documenting dates, images, and case notes in the implant timeline for each case.
Frequently Asked Questions
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After a visit, staff can click to email or print the accepted treatment plan for the patient. Patients can review their care details from any device.
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The cloud-based software with auto-sync keeps dental treatment plans up to date across locations. Staff can access the latest version from a desktop, tablet, or smartphone based on permissions.
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Yes. The cloud dental software includes automated recall messaging with customizable templates, so you can follow up with patients who haven’t scheduled yet without manual tracking.
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Yes. The dental treatment plan software is fully HIPAA-compliant and built with strict privacy controls. Role-based access, audit logs, encrypted backups, and secure authentication protect PHI at every step.