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Treatment plans for dental practices

Send the crown plan home
in a textThe crown plan, in a text

FlossBooked's treatment plans lift dental case acceptance for US practices: your treatment coordinator texts the plan with each fee, a deposit link and your financing options, and the patient signs from home.

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  • Payment plans for big cases
  • Follow-up until booked
A crown plan for tooth #3 in FlossBooked, with each fee, the member savings and a monthly option, beside the text that sent it to the patient's phone.

Live in 14 daysMonth to month, no setup fee

  • Plans texted from the inbox
  • Two or three options on one plan
  • Deposit link to hold the visit
  • Monthly payment plans for big cases
  • Signed from the patient's phone

After the treatment consult

Your treatment coordinator follows the plan home

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Your treatment coordinator types each procedure with its fee and the options, or attaches the plan PDF from your practice software. The patient gets it by text with a deposit link and your financing options, and FlossBooked texts the follow-ups until the visit is booked.

A printout at checkout

Before FlossBooked: an implant treatment plan printed at checkout and never signed, under a list of unscheduled treatment followed up by voicemails.

Three moments

The decision happens at home

So the plan goes where the patient goes.

A FlossBooked treatment plan texted at checkout: a bridge and an implant option for tooth #30, each fee listed and a monthly financing figure for both, sent before the patient reached the car.

Kwame leaves the consult with a bridge plan to talk over at home. Before Kwame reaches the car, your treatment coordinator texts the plan, each fee and your financing link from the inbox.

What surrounds every treatment plan

Every plan gets a next step

Patients rarely say yes in the chair. The rest of FlossBooked helps your treatment coordinator answer the call, take the deposit and fill light days with treatment already presented.

  • Plan pipeline

    Every open plan, by stage

    Each plan moves from sent to signed to booked on one board. Your office manager sees which crowns and implants are still waiting before the light Thursday comes.

    • Unsigned plans sorted by fee, biggest cases first
    • Open any plan to see every text sent about it
    FlossBooked Tx plans board: 31 open treatment plans in three columns, sent, signed and booked, with the crowns and implants still waiting marked before Thursday's open hours.

  • One-tap calls

    Call straight from the plan

    Some patients want to talk it through, not text. Your treatment coordinator opens the plan, taps the number and calls from the computer, with the fees and options on screen. The call is recorded, so the office manager can hear how the conversation went.

    • Your practice's number shows on their phone
    • Each call is logged on the plan with its recording
    A FlossBooked conversation where a patient asked to talk through his full-arch plan, and the treatment coordinator called him from the plan with the call recorded.

  • Ads

    Ads that bring the big cases

    We run Google and Facebook campaigns for implant and Invisalign consults, inside ad accounts your practice owns. Each consult booked from an ad keeps its source, so when the plan is signed you can see which ad started the case. Ad money goes to Google and Meta, never through us, and running the campaigns is part of the plan.

    • Each signed plan shows the campaign and ad spend behind it
    • Our team builds implant and Invisalign consult funnels for you
    A Google ad for dental implants over FlossBooked Dental's implant page, which offers a free consult and 3D scan.

  • Callbacks

    Their plan opens when they call

    Kwame calls back on Friday with a question about the implant. The caller pop-up shows Kwame's name and opens the record with the plan that was sent, so the desk replies without hunting through a drawer. On that same call they can take the deposit and schedule the surgery.

    • Kwame hears back by text if the call is missed
    • Voicemail transcripts appear beside the patient's other texts
    FlossBooked caller pop-up over Payments: Dale Hutchins calls back about his $4,950 implant plan for tooth #14, sent 41 days ago, with the $500 deposit ready to take on the call.

  • Unscheduled

    A list for the light days

    Next Thursday looks thin. Your office manager opens the unscheduled treatment list: every plan sent but not booked, with the fee and the date it went out. One text to the patients on it offers this week's open times.

    • Your desk skips the calls and texts the whole list
    • Patients overdue for cleanings get recall texts
    The unscheduled treatment list in FlossBooked, every plan sent but not booked with its fee, the date it went out and its next step, beside the one text that offered Thursday's open times.

  • After treatment

    Reviews

    Once the implant visit is done, the patient is asked by text for a Google review. People reading reviews before their own consult see others who went ahead with the same treatment, and those reviews show on your website as well.

    • Review requests go out once treatment is done
    • Low ratings get the same careful reply as five stars
    The review text sent after an implant visit and the five-star review it brought, which patients weighing their own implant read before the consult.

Also included

  • Plan templates for common cases
  • PDF attachments
  • Plans in Spanish
  • Card saved for later payments
  • Unlimited plans sent
  • Signed copy in the patient's file
Records

Signed plans stay with the patient

Kwame's record holds the implant plan, the signed copy, the deposit, the payment plan and every text and call about it, for whoever picks up next.

See the software
Kwame Asante's signed treatment plan for implant #30 at $5,100, beside the signed copy, the $500 deposit, the payment plan, his texts and his call.

Implant plan, signed Implant, lower right, signed Tuesday 8:15 p.m., deposit paid by card.

Plan signed

Plans tie into

Bring us a plan that stalled

Pick a crown or implant case that never got booked. On the call we build it as a text the patient could sign tonight, with your financing link and a deposit, from $97 a month.

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Office manager on a video call at her desk, going over her phones, website and ads.
A FlossBooked notice saying a patient signed their implant treatment plan by text at 9:14 p.m.

Signed at home

  • Dr. Nathan P., owner dentist at Cedar Hill.
    Dr. Nathan P.Owner dentist, Cedar Hill
    Halfcame back signed

    Implant plans used to leave on paper and sit in a drawer. Now half come back signed within a week.

  • Lucia M., front desk lead at Brightwater.
    Lucia M.Front desk lead, Brightwater
    Minutesto text the plan

    When a patient says they need to ask their spouse, I text the plan before they leave the counter. Most book from that text.

  • Dr. Andre K., associate dentist at Elmwood.
    Dr. Andre K.Associate dentist, Elmwood
    Twooptions compared at home

    I lay out two options in the chair. The patient compares them at home and picks one without calling us.

  • Tanya R., office manager at Maple Grove.
    Tanya R.Office manager, Maple Grove
    One textto the whole list

    The unscheduled list used to mean an afternoon of voicemails. Now one text goes to everyone on it.

  • Marco S., hygienist at Northgate.
    Marco S.Hygienist, Northgate
    Same visitcrown plan sent

    I spot the cracked molar at the cleaning. The crown plan reaches the patient by text before my next patient sits down.

  • Jordan L., operations director for four dental offices.
    Jordan L.Operations director, four offices
    Fouroffices, one board

    Each office's open plans sit on one board, so I see which location needs follow-up this week.

Common questions

Asked by coordinators before the first plan

Try a word like financing, deposit or follow-up.

6 questions

How does the patient receive the plan?

It arrives as a text from your practice. Your treatment coordinator builds it from the procedures, fees and options, or attaches the plan PDF from your practice software. The patient opens one link to read it, sign it and pay a deposit, with nothing to download.

Can the patient review and sign the plan at home?

Yes. The plan opens from the text on any phone, so they can read it at home and sign when they're ready. Your office tablet works too, before checkout.

Can patients finance big cases?

Yes, two ways. A payment plan splits the case into set charges on a saved card, with the number of payments and the amounts you choose; there's no credit check, and the practice decides who qualifies. Your CareCredit, Sunbit or Affirm link also sits on the plan, so the patient applies on the lender's page and the lender decides. Both options go out in the same text as the plan.

Can we change a plan after it's sent?

Yes. Your treatment coordinator updates the plan and texts the new version; the patient signs that one. The earlier version stays on the record with its date, so anyone opening it can see what changed and when.

Who follows up on unsigned plans?

FlossBooked sends the follow-up texts on the schedule you set, each with the plan, the price and the financing link. They stop when the visit is booked or your desk marks it booked, and replies come to the front desk.

Does it update our practice software?

Yes. Signed plans and deposits flow into your practice software, which stays the system your office runs on. Our team connects it during setup; Compatible Software lists each system.

Often searched for

Questions about plans?

Email Lauren at sales@flossbooked.com about plan templates, deposits or financing links.

Lauren PierceAccount manager

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