Orthodontic Consultation Dashboard

Review the treatment plan and find a flexible payment option.

Step 1 — Repeating Orthodontic Treatment Plan

Step 2 — Finances If the patient said yes to braces, which option did they choose? If not, move to Step 3.

Pay in full — 10% off discount
Payment plan (matching length of orthodontic treatment)
Payment plan beyond the treatment length Only offer this as a last option — max 6 months after

Step 3 — No to Orthodontic Treatment If the patient says no to starting braces.

Will the patient be added to the orthodontic Excel sheet?
Braces
Clear Aligners
Estimated Monthly Payment
$227
Total Amount Financed
$5,000
Pay in Full Amount *
$4,950
Includes 10% Discount
* If insurance is utilized, the pay in full discount cannot be applied.