Treatment plan & case acceptance · Dental groups
Turn diagnosed treatment into booked chairs.
A plan gets presented, the patient leaves to think, and nobody runs benefits or follows up. Diagnosed crowns and quadrants sit in the chart, never on the schedule.
The reality
Diagnosed treatment goes unbooked.
The dentist diagnoses a crown and an SRP quadrant, the front desk eyeballs the coverage, quotes a number that's wrong, and the patient walks out unsure of their real out-of-pocket. The plan goes pending, the follow-up never happens, and the production sits in the chart instead of on the schedule.
The operator owns case coordination. It pulls the real benefit breakdown — annual max, deductible, frequencies, downgrades — builds an accurate patient estimate, presents the plan clearly, and follows up on every pending case until it converts to a booked appointment.
How the operator runs treatment plan & case acceptance
Patient PT-7740 · Benefits
verifying- Annual max and deductible pulled
- Crown D2740 — 50% after deductible
- SRP frequency check — confirming
01Run the benefits
Pulls coverage, annual max, deductible, and frequency limits, then maps them to the diagnosed CDT codes.
Plan TP-3318 · Estimate
building- Phase 1 out-of-pocket calculated
- Amalgam downgrade applied
- Patient estimate — assembling
02Build the estimate
Calculates accurate out-of-pocket per phase, accounting for downgrades, and assembles the patient-facing plan.
Plan TP-3318 · Follow-up
converting- Plan sent with cost breakdown
- Pending case follow-up sent
- Phase 1 appointment — booking
03Present and book
Sends the plan, follows up on pending cases, and books the next phase to lock acceptance.
The outcome
−55% of case coordination work off the team
Convert diagnosed treatment into scheduled appointments.
- Estimates built on the real benefit breakdown, so quotes hold at the desk
- Pending plans followed up instead of left to go cold
- Diagnosed treatment lands on the schedule rather than aging in the chart
Common questions
Treatment plan & case acceptance
- What does the Treatment plan & case acceptance operator do?
- The operator owns case coordination. It pulls the real benefit breakdown — annual max, deductible, frequencies, downgrades — builds an accurate patient estimate, presents the plan clearly, and follows up on every pending case until it converts to a booked appointment.
- What impact does the Treatment plan & case acceptance operator have?
- −55% of case coordination work off the team. Convert diagnosed treatment into scheduled appointments.
- How does the Treatment plan & case acceptance operator work?
- Pulls coverage, annual max, deductible, and frequency limits, then maps them to the diagnosed CDT codes. Calculates accurate out-of-pocket per phase, accounting for downgrades, and assembles the patient-facing plan. Sends the plan, follows up on pending cases, and books the next phase to lock acceptance.
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