Multi-visit sequencing
Lay out a complex plan visit-by-visit — extractions first, then implants, then crowns — with the right gap between each procedure.
Dental Treatment Planning Software
Dental treatment planning software for clear plans patients say yes to.
Simpld's treatment planning module sequences multi-visit cases, generates branded PDF estimates, shares plans on WhatsApp, and tracks progress visit-by-visit.
- Multi-visit sequencing
- PDF estimates
- WhatsApp share
- Progress tracking
Dental treatment planning software turns a doctor's clinical recommendation into a sequenced, priced, shareable plan the patient can actually decide on. Indian dental clinics use it because complex cases — full-mouth rehabilitation, ortho, implants, multi-tooth root canals — involve many visits across months and need clear costs upfront. Simpld is dental treatment planning software that lays out visits in order, prices each procedure clearly, generates a PDF the patient sees on WhatsApp, and tracks progress as each visit is completed — turning treatment plans into a much higher conversion rate.
What's inside the platform
The four capabilities Indian dental practices use Simpld for every day.
Branded PDF estimates
Generate a professional treatment estimate with procedure-wise pricing, totals shown upfront, and clinic branding — ready to share.
Shared on WhatsApp
The plan PDF goes to the patient on WhatsApp so they can discuss it with family, ask questions, and approve before treatment starts.
Progress tracking
As each visit is completed, the plan updates. Both the front desk and the doctor see what's done, what's next, and what's pending payment.
How it works
From booking to follow-up — one continuous workflow.
Doctor recommends plan
After examination and X-rays, the doctor lays out the recommended procedures on a tooth chart — selecting from the clinic's procedure library.
Sequence the visits
Drag procedures into the right order across visits, with appropriate healing gaps — the system suggests defaults for common workflows.
Generate the estimate
One click produces a branded PDF estimate with procedure-wise pricing, total cost, and clinic branding.
Share with patient
The plan goes to the patient on WhatsApp. They review at home, discuss with family, and approve — typically within 1–3 days.
Track progress
As each visit happens, the plan updates. The patient sees what's done and pending; the front desk sees what to bill next.
What changes with Simpld
| Traditional workflow | With Simpld |
|---|---|
| Verbal treatment estimates given at the chair | Written, sequenced plan shared on WhatsApp |
| Patient forgets the plan by the time they reach home | Patient has a PDF to discuss with family |
| Each visit re-explains what's next | Progress visible on the patient's timeline |
| Cost surprises when the final bill arrives | Itemised estimate approved upfront |
| Sequencing errors between procedures | Default sequencing and healing-gap suggestions |
Why clinics switch
The business outcomes that matter
Higher treatment-plan conversion
Clear, written, shareable plans typically convert 20–30% better than verbal estimates — patients commit when they understand cost and sequence.
Fewer billing disputes
When the estimate is documented and approved upfront, the final invoice rarely surprises anyone — disputes drop sharply.
Better visit-to-visit continuity
When a different doctor or visiting specialist sees the patient, the full plan is visible — they know what's done and what's next.
Explore related capabilities
Each module is documented in its own deep page — start where it matters most for your clinic.
FAQ
Questions clinic teams ask before they switch
What is dental treatment planning software?
Dental treatment planning software lets a dentist sequence a multi-visit treatment plan, attach pricing to each procedure, generate a shareable estimate, and track progress as visits are completed. It replaces verbal estimates at the chair with a written, professional plan the patient can review at home.
How does Simpld's treatment planning improve case acceptance?
Patients are far more likely to say yes to a written plan they can review with family. Simpld generates a PDF estimate with procedure-wise pricing and totals shown upfront, shares it on WhatsApp, and lets the patient approve at their pace. Indian clinics typically see 20–30% higher case acceptance versus verbal estimates.
Can the software handle long ortho or implant cases?
Yes. Ortho cases spanning 18–24 months and implant cases involving extraction, healing, placement, and crown are handled natively. Visit sequencing, healing gaps between procedures, and milestone-based partial payments are all part of the workflow — no workarounds in Excel.
What does the estimate show the patient?
Estimates show procedure-wise pricing in INR, the recommended visit sequence, totals, and your clinic branding. Indian dental clinics are typically exempt from GST on treatments, so the estimate is a clean professional document. Once the patient approves, the estimate converts to an invoice with the same line items — no re-keying.
How is progress tracked across multiple visits?
Each visit in the plan is marked complete as the procedure happens. The patient's record shows percentage complete, what's remaining, and the next scheduled visit. The front desk sees what to bill; the doctor sees what's next. Partial payments accrue against the plan, not just individual invoices.
Can a patient see their own treatment plan?
Yes. The PDF estimate is shared with the patient on WhatsApp at the start. As visits are completed, the patient receives WhatsApp updates showing progress and the next scheduled visit. They always know what's done, what's next, and what they've paid against the total — transparency that builds trust.
Ready when you are
See Simpld in your clinic in under 15 minutes.
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