Dentists
Propose a full plan without having to be the person who discusses money.
Quotations
Dental treatment quotations patients can approve online
A treatment plan explained at the chair is forgotten by the car park. A priced quotation the patient can read at home, show to whoever pays, and approve with a signature is the difference between a plan discussed and a plan started.
Plan of Treatment
StageTreatmentToothPrice
1Crown preparation#15$2,800
1Zirconia crown#26$4,000
2Composite filling#43$1,000
Subtotal$7,800
Discount− $800
Tax 15%$1,050
Total$8,050
Instructions for the patientStage 1 over two visits, two weeks apart. Avoid hard food for 24 hours after each fitting. Stage 2 begins once the crown has settled.
Approved and signed online by the patient
Price the plan, not the appointment
Large treatment is rarely accepted in the room it is proposed in. It is accepted later, by someone who was not there, after a conversation about money. A quotation is the artefact that survives that conversation.
- Every procedure in the plan, priced from the right price list
- Insurance portion and patient portion shown separately
- Phases and sequencing, so a large plan can be started rather than deferred
- Optional items the patient can include or exclude
- Valid-until date, which is what makes a decision happen
Approved and signed without coming in
A quotation that requires a second visit to accept is a quotation that expires. Sent over WhatsApp, opened on a phone, signed with a finger.
- Sent as a link over WhatsApp or email
- Read in Arabic or English, following the patient record
- Signed electronically, with the signature stored against the record
- Approval recorded with a timestamp, which matters if the plan is ever disputed
- Partial approval, where the patient accepts some phases and not others
The quotation becomes the plan
The point of quoting in the system rather than in a document is that acceptance means something afterwards. The approved plan is what the clinic works from, and what the invoice is generated against.
- Approved items become the treatment plan on the chart
- Invoices raised from the plan, at the quoted price, not re-entered
- Progress visible: quoted, approved, in progress, completed
- Acceptance rate per doctor and per treatment type, which is a coaching number
Who uses quotations
A quotation sits between the clinical decision and the commercial one, so it is used by both sides of the clinic.
Front desk
Follows up on an artefact with a date on it rather than on a conversation they were not part of.
Owners
See acceptance rates per doctor and per treatment, which is where case acceptance is actually improved.
By hand, and with Dentolize
Most clinics quote verbally, or on a printed sheet nobody keeps.
Doing it by hand
- Explained at the chair, forgotten later
- A price with no breakdown
- Accepted only in person
- Re-entered as invoices later
- Acceptance never measured
With Dentolize
- A written plan the patient can re-read
- Insurance and patient portions shown separately
- Approved and signed from a phone
- Invoices raised from the approved plan
- Acceptance rate per doctor and treatment type
Free tools
Try it free
Runs in your browser, no sign-up, and nothing about your patients leaves it.
Questions
Quotations — frequently asked
What should a dental treatment quotation include?
Every procedure with its price, the insurance and patient portions separately, the phases if it is a long plan, anything optional, and a validity date.
Can patients sign a quotation online?
Yes. It is sent as a link, read on a phone and signed electronically, with the signature and timestamp stored against the patient record.
Can a patient accept part of a plan?
Yes. Partial approval is common on large plans and is usually better than losing the whole case while the patient decides.
Does an approved quotation become the treatment plan?
Yes, and invoices are raised from it at the quoted price, so nothing is re-keyed and the price cannot drift.
Can we see how many quotations are accepted?
Yes, per doctor and per treatment type. It is usually the most direct measure of case acceptance a clinic has.
See Quotations on your own clinic
Thirty minutes on how your clinic actually runs, not a generic slideshow. We will call you within 24 hours.