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From first visit to an accepted plan

Six clear steps your consultants can follow without training.

1Create the patient

Add a patient in seconds — or open the form from your CRM with the name, email and phone already filled in.

2Diagnose on the chart

Click or drag across teeth, choose conditions and add details such as decayed, fractured or sensitive.

3Plan the treatments

Choose treatments from your price list, adjust prices, group them into visits and add healing periods, discounts and installments.

4Add context

Attach doctor cards, explanations, videos and X-rays — only what suits this patient.

5Publish a private link

Share it by WhatsApp or email. Each publish creates a new numbered version; the link always shows the latest.

6Follow up

Get notified when the patient opens the plan, read their answer and update the plan if needed.

Who does what

Admin

Manages prices, team, branding, content and settings, and sees every plan.

Consultant

Builds and sends plans and sees only the plans they created.

Viewer

Read-only access for people who need to look but not change.

See what DentaPlan can do

Explore every feature — from the tooth chart to patient acceptance — including what we are building next.

Explore features