Staff view
New treatment plan
Enter patient info and paste the treatment plan from your practice management system.
Presentation tiers
How many options do you want to show the patient?
Adaptive patient view
Select a behavioral style to personalize the iPad experience
or paste text directly
Classifying procedures...
AI is sorting the treatment plan into the three tiers.
Staff view — Step 2
Review & adjust
AI has sorted the procedures. Move anything that's miscategorized before showing the patient.
✓
Ready for the patient
Hand the iPad to the patient — the plan link is ready. The code below is their unique plan identifier.
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Your treatment options
Choose the plan that works best for your health and budget.
Your selection will be saved and the front desk will confirm your appointment.
Plan accepted
Thank you. Your plan has been recorded and the team will follow up shortly.