Treatment Planning

Stop quoting treatments on sticky notes

Patients do not trust verbal price estimates. Build visual treatment plans with the right price list, clear clinical items, and a digital agreement flow your team can rely on.
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The practice management platform behind 1,300+ healthcare clinics

From dental to physio, dietetics to aesthetics. One platform, every specialty. Built for clinics that want less admin and more time with patients.
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Visual, color-coded charting
Show the patient which teeth need attention using color-coded dental charts, including ISO, Palmer, and child views.
Price-list clarity without rewriting history
Use specific price lists for different markets and currencies. Lock agreed prices so they stay stable even when your clinic updates rates.
Plan structure you can hand over
Organize care into sessions and treatment items with doctor and date context. Keep notes and completion status clear for the front desk.
Track what actually gets done
When treatment is completed or unfinished, the plan keeps reception, clinicians, and billing aligned around the exact same state.
Problem

Stop scribbling high-value treatments on sticky notes

High-value treatment selling breaks down when the plan, price, discount, patient-facing output, and follow-up are not locked in a structured workflow.
Dental treatment chart used to explain a plan to a patient.
The 'Let me check the price' delay
When your dentist has to ask reception which list, currency, or discount rule applies, the patient loses confidence before the plan is even agreed.
Treatment progress cards showing session status.
Paper plans get lost
A patient takes the printed quote home to think. A month later, nobody remembers which sessions, prices, or notes were actually promised.
Dental chart cards used for clinical handover.
Blind handovers
Clinicians and the front desk often look at different plan states. This breaks down when completion creates finance records or unfinished work needs follow-up.
01Visual Charting

Stop explaining treatments with hand gestures

Show patients a clear tooth map and plan context before you discuss price. We support mobile treatment planning and desktop periodontal charting.

Online dental charting on Medicasimple
02Dynamic Pricing

Multiple treatment lists, less confusion

Select the right price list for the plan. Preserve historical plan item values, manage currencies, and enforce discount limits with permission gates.

Treatment cost management on Medicasimple
03Digital Approvals

Get the plan signed with the right details visible

Generate a digital proforma and send it via SMS or email. Control what the patient sees, verify their identity, and collect the signature securely.

Digital proforma and signature flow on Medicasimple
04Progress Tracking

Find the unfinished revenue opportunity

Track item status and unfinished treatments. Help your team follow up on recoverable treatment opportunities instead of letting high-value plans stall.

Treatment progress and follow-up tracking on Medicasimple
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Ready to build treatment plans patients actually understand?

Show patients the clinical plan, price context, configurable proforma, and agreement status in a workflow your team can trust.

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Professional quotesAgreement clarity
Operational wins
What you get

Present color-coded dental charts and structured items

Handle complex price lists, currencies, and discounts

Lock agreed prices after consent so the offer stays stable

Send digital proformas via SMS or email for signature

FAQ

General

Quick answers about treatment lists, locked plans, digital proformas, permissions, completion, and unfinished-treatment follow-up.

Can I show different price lists to different patients?

Yes. You can manage multiple treatment lists for different markets, currencies, or clinic policies.

Can I lock a price after the patient agrees?

Yes. Plan locking restricts price and structure changes after patient consent. This preserves the agreed context.

Do patients have to print and sign the estimate?

No. You can send digital proformas via SMS or email. The patient can verify their identity and sign on their own device.

FAQ

Workflow

Can I control who gives discounts?

Yes. You can configure permissions and maximum discount limits to protect your margins.

Does it track which doctor did what?

Yes. Sessions and items include doctor assignment. You can set permissions around editing or completing another doctor's work.

Do completed treatments flow into invoicing?

Yes. Treatment completion can automatically create payment records, keeping billing aligned with clinical work.

FAQ

Technical

Can I import my existing TDB 2025 price list?

TDB 2025 import is currently under review. Please ask our support team for the latest status on importing specific price lists.

Related Features

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Hub

Scheduling

Run booking, reminders, calendar logic, and appointment tracking as one connected workflow.

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Booking

Online Booking

Let patients request appointments online while your clinic keeps control over availability and rules.

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Reporting

Appointment Analytics

Track no-shows, completions, status changes, and schedule performance from real clinic activity.

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Scheduling

Calendar Management

Coordinate clinicians, chairs, appointment types, and diary changes from one operational calendar.

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Library

All Features

Explore the full Medicasimple feature library and find the workflow that fits your clinic.

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Get started

Close more high-value treatments

When patients understand the plan and trust the agreed price, your team has a clearer path from diagnosis to signature, completion, and billing.

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