Launch Date: July 2, 2026
Overview
Treatment Plan Presentation is a chair-side tool that allows dental teams to present multi-option treatment plans to patients in a clear, visual format — directly at the point of care. It supports built-in payment and financing options, live digital signatures, and works across desktop, iPad, print, and patient-facing displays.
Why it matters:
- Patients see their options clearly, leading to faster, more confident decisions
- Checkout is faster with payments and financing integrated into the same workflow
- Fewer manual handoffs between clinical and front-desk teams
What You Can Do
| Capability | Details |
|---|---|
| Multi-plan presentations | Present up to multiple treatment options side by side |
| Built-in payments | Accept payment directly from the presentation workflow |
| Financing | Offer financing options without leaving the screen |
| Live signatures | Collect patient consent digitally, chair-side |
| Flexible display | Works on desktop, iPad, print, and patient-facing screens |
Getting Started
Step 1: Open a Patient's Treatment Plan
Navigate to the patient record and open the treatment plan you want to present.
Step 2: Launch the Presentation View
Select Present to Patient to open the chair-side presentation interface.
Step 3: Review Plan Options with the Patient
Walk the patient through their treatment options. Each plan displays procedures, estimated costs, and any applicable insurance coverage in a visual, patient-friendly layout.
Step 4: Select a Payment or Financing Option
If the patient is ready to proceed, use the built-in payment or financing tools to complete approval without leaving the workflow.
Step 5: Capture the Patient's Signature
Once the patient accepts a plan, collect their digital signature directly on-screen. Signatures are saved to the patient record automatically.
Step 6: Complete Checkout
Proceed to checkout — payment confirmation and signed consent are already captured.
Display Options
Treatment Plan Presentation adapts to your office setup:
- Desktop – Full workstation view for front-desk or operatory use
- Patient-facing screen – Patients can follow along on a dedicated display
- Print – Generate a printed version of the treatment plan for the patient to take home
Tips for Best Results
- Present multiple options. Giving patients choice increases acceptance rates — show the full plan alongside a phased or alternative version when appropriate.
- Capture the signature before they leave the chair. Digital consent collected at the time of acceptance eliminates follow-up and documentation gaps.
Frequently Asked Questions
Can I present more than one treatment option at once? Yes. The tool is designed for multi-plan presentations so patients can compare options side by side.
Is the patient signature legally valid? Digital signatures collected through Treatment Plan Presentation are saved to the patient record. Check with your practice administrator or compliance team for your state-specific requirements.
Does this work without an internet connection? Please contact support to confirm offline availability for your specific setup.
Where are signed treatment plans stored? Signed plans are automatically saved to the patient's record in Denticon.
Article Version 1.0 2026.06.10