Stop Dreading Treatment Plan Estimates

Instantly generate clear orthodontic treatment plans and cost breakdowns for your patients.

Manually creating treatment proposals and estimates eats up valuable chairside time. Double-checking calculations and formatting documents slows you down and frustrates your patients.

The hidden cost

What this is really costing you

Drafting personalized treatment plans and accurate cost estimates is tedious and repetitive. Each case requires careful review of clinical notes, insurance details, and pricing structures. Even small errors can lead to confusion, delays, and dissatisfied patients.

Time wasted

2.0 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,900/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep handling this manually, you’ll waste hours each week on paperwork, risk mistakes that impact patient trust, and limit your capacity to see more patients.

Return on investment

The math speaks for itself

Today — without agent

2.0 hrs/week

of manual work

$2,900/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,320/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

First Consultation Prep

You ask your agent to generate a treatment plan and estimate for a new patient’s malocclusion case.

Insurance Update

You ask your agent to revise an existing proposal after new insurance details are provided.

Comparing Treatment Options

You ask your agent to summarize the costs and benefits of aligners versus braces for a patient.

Quick Estimate for Walk-Ins

You ask your agent to instantly draft a plan and estimate for an unscheduled patient evaluation.

How to hire your agent

1

Connect your tools

Link your imaging, practice management, and document systems to streamline information access.

2

Tell your agent what you need

Type: 'Create a treatment plan and cost estimate for John Doe’s Class II correction with insurance X.'

3

Agent gets it done

Your agent returns a formatted treatment plan and detailed cost estimate, ready to share with your patient.

You doing it vs. your agent doing it

Review notes, select protocols, and type up documents for each patient.
Agent assembles the plan from your notes and templates in seconds.
1 hr/week
Manually total procedure fees, insurance coverage, and payment options.
Agent instantly calculates and formats the estimate for you.
30 min/week
Edit documents and recalculate costs every time details change.
Agent revises and updates documents on demand.
20 min/week
Prepare multiple documents to compare treatment paths and costs.
Agent summarizes and contrasts options in one step.
10 min/week

Agent skill set

What this agent knows how to do

Draft Treatment Plans

Quickly assembles personalized orthodontic treatment plans based on your case notes and protocols.

Generate Cost Estimates

Calculates patient-specific cost breakdowns, factoring in procedures, insurance, and payment options.

Format Patient Proposals

Creates professional, easy-to-understand documents ready to share with patients.

Update Plans On Demand

Easily revises plans and estimates when treatment details or insurance information changes.

Summarize Plan Options

Provides concise comparisons of alternative treatment paths and their costs for patient discussions.

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