Treatment proposals patients can accept from their phone
Build the proposal from the clinical record, send a secure link, and get a timestamped digital acceptance — no printed packets, no app for the patient, no signature chasing.
Built from the clinical record
Proposals pull from the diagnosis, ceph findings, and treatment plan — options, fees, duration, and a clinical summary in one document.
Templates for common cases
Set up your aligner, comprehensive, and phase 1 templates once. Apply and customize per patient instead of starting blank.
Sent as a secure link
The patient or guardian reviews on any device. No app, no account, no PDF attachments in email.
Timestamped acceptance
Acceptance is recorded against the case with a timestamp — your record of informed consent to treatment terms and fees.
Once accepted, the case moves into treatment tracking — the same record carries the patient from proposal through debond.
Frequently asked questions
What is digital case acceptance in orthodontics?
Digital case acceptance lets a patient or guardian review a treatment proposal — the recommended treatment, alternatives, fees, and terms — and accept it electronically from their own device. The acceptance is timestamped and stored against the case record, replacing printed consent packets and signature chasing.
Does the patient need an app or account to accept a proposal?
No. The practice sends a secure link. The patient or guardian opens it in any browser on any device, reviews the proposal, and accepts. There is nothing to install and no account to create.
Can a proposal include multiple treatment options with different fees?
Yes. A proposal can present multiple options — for example braces versus aligners, or comprehensive versus limited treatment — each with its own fees, duration estimate, and description, so the patient chooses the option they accept.
Can I reuse proposal templates for common treatment types?
Yes. Build templates for your common case types once — aligner cases, comprehensive braces, phase 1 — and apply them per patient, adjusting fees and details rather than writing each proposal from scratch.
How does the AI second opinion work before sending?
Optionally, the AI reviews the patient's full clinical record — diagnosis, measurements, treatment goals, and optionally photos and X-rays — and returns a structured summary with flags worth reviewing before the proposal goes out. It's a pre-flight check, not a replacement for clinical judgment.
Send your next proposal as a link
Free trial available. No credit card required to start.