Multi-stage dental treatment plans built on a tooth chart
The chart, every stage and appointment, and each line priced from your own fee list, in one plan the patient reads and accepts online.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
With QuoteCloud a practice sets out a treatment plan the way it is delivered: the teeth on a chart, the treatment in stages with a subtotal each, the planned visits, fees and treatment codes from its own fee list, and alternatives the patient chooses between, then sends it with an expiry date to accept, sign and pay a deposit.
Helen Gordon's treatment plan from a fictional practice, Wrenfield Dental Group. Her panoramic X-ray sits on a light box, marked up with rings on teeth 15, 46, 26 and 36. Under it the plan's four stages light in turn with the teeth each one treats: clean and X-rays $260, filling and root canal $1,625, two zirconia crowns $3,900 and an implant and crown for 36 at $5,450; estimated total $11,235.00 over 9 planned visits.
Tap the chart and watch the treatment plan take shape
Mark a filling, a crown or a missing tooth. Each mark adds a line to the right stage, a choice where there is one, the visits it needs and its fee. Send it, then choose, sign and pay as the patient would.
Tess HalloranNew patient examination · Dr Hamza Qureshi
2. Tap a tooth to add it, tap again to clear it
In QuoteCloud your team builds this from the treatment plan template, with fees and treatment codes from your own fee list.
What the practice sees
- Plan sent to TessEmail link · WD-T-2241
- Opened by TessThe same evening
- Acknowledgements ticked4 of 4, in the Forms block
- Signed by Tess HalloranPatient · certificate attached
- Deposit paid$1,658.00 via Stripe
Treatment plan & estimate of fees
Tess's treatment plan
Draft: builds as the practice charts. The patient sees it once it's sent.
Your treatment, stage by stage
Fees with the practice's own treatment codes.
Stage 1Exam, X-rays & clean$400.00
WD-EX1Comprehensive oral examination$95.00
WD-XR2Panoramic X-ray$125.00
WD-CL1Scale & clean$180.00
Stage 2Fillings, root canals & removals$490.00
WD-FL2Tooth-coloured fillingTooth 15 · Two surfaces$245.00
WD-FL2Tooth-coloured fillingTooth 45 · Two surfaces$245.00
Stage 3CrownsTooth 26$1,950.00
Stage 4Replacing missing teethTooth 36$5,450.00
OptionalTick to add$0.00
- Estimated total
- $8,290.00
- Deposit on signing · 20% on signing
- $1,658.00
Treatment codes are your practice's own; QuoteCloud does not connect to any fee schedule.
Your appointments
- Week 1Exam, X-rays & cleanStage 1 · Exam, X-rays & clean
- Week 3Fillings 15 and 45Stage 2 · Fillings, root canals & removals
- Week 5Crown preparation & scan, 26Stage 3 · Crowns
- Week 7Crown fittedStage 3 · Crowns
- Week 9Implant placement, 36Stage 4 · Replacing missing teeth
- Week 9Bridge preparationStage 4 · Replacing missing teeth
- Week 9Denture impressionsStage 4 · Replacing missing teeth
- Week 10ReviewStage 4 · Replacing missing teeth
- Week 11Bridge fittedStage 4 · Replacing missing teeth
- Week 11Denture try-inStage 4 · Replacing missing teeth
- Week 13Denture fittedStage 4 · Replacing missing teeth
- Week 21Implant crown scanStage 4 · Replacing missing teeth
- Week 23Implant crown fittedStage 4 · Replacing missing teeth
8 visits planned. Weeks are the practice's planning; reception confirms each date with you.
Estimate of fees
| Stage 1 Exam, X-rays & clean | $400.00 |
|---|---|
| Stage 2 Fillings, root canals & removals | $490.00 |
| Stage 3 CrownsZirconia | $1,950.00 |
| Stage 4 Replacing missing teethImplant & crown | $5,450.00 |
| Optional | $0.00 |
| Estimated total | $8,290.00 |
| Paid on signing · 20% deposit | $1,658.00 |
Not included
- Specialist referrals
- Hospital or anaesthetist fees
- Treatment not listed in this plan
Your insurer Practice's wording
Your insurer decides what it pays back. Ask your insurer what it covers for this treatment: no insurance benefit is included or calculated here.
Paying for your treatment Practice's wording
Your deposit is paid when you sign. Each later stage is billed by the practice when it is done.
Valid until Thu 26 Nov 2026. The expiry date is set on the document; after it, the practice sends a new plan.
Before you go ahead
Forms block Locked wording
The patient ticks, signs and pays here once the practice sends the plan.
Patient: Noah Halloran, 15. Tess Halloran signs as parent or guardian.
Signed by Tess Halloran · Patient
Deposit paid on signing$1,658.00Paid via Stripe · demo, nothing charged
Signed Thu 22 Oct, 4:18 pm · certificate of authenticity attached
The plan opens in the browser on any phone or computer: no app or account
A demo with a fictional practice: nothing is sent, stored or charged. In QuoteCloud your coordinator builds the plan from your treatment plan template: stages are price-table sections, each line comes from your own fee list, alternatives are single-choice groups and extras are optional rows. Treatment codes are your practice's own; QuoteCloud does not connect to any fee schedule. QuoteCloud doesn't chart or diagnose by itself, book appointments or calculate insurance benefits.
Stages in the order the treatment happens
Each stage is a section of the price table with its own subtotal: the clean and X-rays, the filling and root canal, the crowns, then replacing 36. Under it, the visits each stage needs, week by week.
Where there is a real choice, it is a single-choice group. Helen can choose the bridge instead of the implant, and the stage subtotal, the estimated total, the deposit and the visits all follow. Try it in the plan.
- A code and tooth column, typed from your own fee list
- Alternatives as single choices, with a neutral "Discussed at your consultation" note
- Extras such as a night guard as optional rows
- Visits by week, as your practice plans them
Price tables and payments: Essentials and up
Implant, bridge or denture as alternativesYour treatment, stage by stage
Fees with the practice's own treatment codes.
Stage 1Clean & X-rays$260.00
WD-CL1Scale & clean$180.00
WD-XR1Intraoral X-rays2 × $40$80.00
Stage 2Filling & root canal$1,625.00
WD-FL2Tooth-coloured filling, two surfacesTooth 15$245.00
WD-RC1Root canal treatmentTooth 46$1,380.00
Stage 3CrownsTooth 46, 26$3,900.00
Stage 4Replacing 36Tooth 36$5,450.00
OptionalTick to add$0.00
- Estimated total
- $11,235.00
- Deposit to book your first visits · 20% on signing
- $2,247.00
Treatment codes are your practice's own; QuoteCloud does not connect to any fee schedule.
Your appointments
- Week 1Scale & clean, X-raysStage 1 · Clean & X-rays
- Week 2Filling 15, root canal 46 (part 1)Stage 2 · Filling & root canal
- Week 3Root canal 46 (part 2)Stage 2 · Filling & root canal
- Week 5Crown preparation & scan, 46 and 26Stage 3 · Crowns
- Week 7Crowns fittedStage 3 · Crowns
- Week 9Implant placement, 36Stage 4 · Replacing 36
- Week 9Bridge preparation, 35 to 37Stage 4 · Replacing 36
- Week 9Denture impressionsStage 4 · Replacing 36
- Week 10ReviewStage 4 · Replacing 36
- Week 11Bridge fittedStage 4 · Replacing 36
- Week 11Denture try-inStage 4 · Replacing 36
- Week 13Denture fittedStage 4 · Replacing 36
- Week 21Implant crown scanStage 4 · Replacing 36
- Week 23Implant crown fittedStage 4 · Replacing 36
9 visits planned. Weeks are the practice's planning; reception confirms each date with you.
Six questions every treatment plan should answer
Patients read the plan at home, without the dentist beside them. These are the questions a QuoteCloud plan answers on the page.
What did you find?
The tooth chart and the X-ray marked up in QuoteCloud's image editor (Starter and up), so each stage makes sense before the fees.
Why in this order?
Stages as price-table sections with subtotals, in the order your dentist will do them.
How many visits?
The planned visits for each stage by week. Your reception confirms each date: QuoteCloud doesn't book appointments.
What are my options?
Crown materials, or implant, bridge or denture, as single choices. The patient picks one and the total follows.
What will it cost?
Every line from your own fee list, a subtotal per stage, the estimated total and the deposit on signing. See estimates and consent.
What isn't included?
Specialist or hospital fees, and your own wording about insurers: QuoteCloud never calculates an insurance benefit.
Send your next treatment plan from QuoteCloud
Free for 14 days, no credit card required. Send us your current plan and we'll convert one template for you during the trial.
Helen's plan, signed
Four stages, two choices, one signed plan
Zirconia crowns on 46 and 26 and the implant for 36, kept after a question about the bridge in the comments, then signed with a 20% deposit paid through Stripe.
Every line priced from your own fee list
Load your fee list into QuoteCloud's product catalogue from a CSV: code, treatment, category, fee and, for your team only, cost and margin. Your coordinator adds lines to the plan from it instead of retyping fees.
Treatment codes are your practice's own; QuoteCloud does not connect to any fee schedule. Codes such as WD-CR2 for a zirconia crown are text you choose, and a fee change in the list is used in every new plan.
- CSV import with column mapping
- Categories such as Diagnostic, Restorative or Implants
- Active, Draft or Inactive items, and costs hidden from patients
Product catalogue: Essentials and up
Loading your fee list during rolloutCSV import fee-list-2026.csv · 186 items updated, 4 marked inactive
| Product | Price | Unit | Cost | Margin | Status |
|---|---|---|---|---|---|
| Comprehensive oral examinationWD-EX1 · Diagnostic | $95 | per visit | — | — | Active |
| Panoramic X-rayWD-XR2 · Diagnostic | $125 | per exposure | — | — | Active |
| Scale & cleanWD-CL1 · Preventive | $180 | per visit | — | — | Active |
| Tooth-coloured filling, two surfacesWD-FL2 · Restorative | $245 | per tooth | $38 | 84% | Active |
| Zirconia crownWD-CR2 · Crowns & bridges | $1,950 | per tooth | $520 | 73% | Active |
| Implant & crownWD-IM1 · Implants | $5,450 | per tooth | $1,640 | 70% | Active |
| Clear aligners, full courseOR-ALN · Orthodontics | $6,900 | per course | $1,900 | 72% | Draft |
Cost and margin are for your team only: they never appear in the client's document
From the chair to a plan the patient accepts
How a Wrenfield coordinator turns Dr Qureshi's examination notes into Helen's plan.
Start from the template
Open your treatment plan template: cover, chart, stages, estimate and consent already in place.
Chart and attach
Mark the teeth on the chart and add the X-ray, marked up in the image editor.
Price each stage
Add lines from your fee list to each stage, and the alternatives as single choices.
Plan the visits
Set out the visits for each stage, then set an expiry date on the plan.
Send
The patient opens it on any phone, chooses, ticks the acknowledgements, signs and pays the deposit.
Treatment plan questions
What should a dental treatment plan include?
What was found (a tooth chart and marked-up X-ray), the treatment in stages in the order it happens, the planned visits, a fee for each line and a subtotal per stage, the alternatives the patient can choose between, what isn't included, an expiry date, and the acknowledgements and signature. A QuoteCloud template holds all of these, so each plan follows the same structure.
Can QuoteCloud show a tooth chart in a treatment plan?
Yes, as content in the plan: a chart image or table your practice adds, with the teeth to treat marked, plus X-rays and photos marked up in QuoteCloud's image editor on Starter and up. QuoteCloud doesn't chart teeth or diagnose by itself, and it doesn't connect to imaging software: X-rays are images you upload.
Do we have to use official procedure codes?
No. Treatment codes are your practice's own; QuoteCloud does not connect to any fee schedule. You choose the codes in your fee list, such as WD-CR2 for a zirconia crown, and they appear as a text column in the plan. Insurance benefits aren't calculated: add your own wording that tells patients to ask their insurer.
Can a treatment plan change after it is sent?
Yes. Revise the plan and send the new version for the patient to sign; on the Business plan, version history keeps each earlier version. Before signing, the patient can switch between the alternatives you included, and the stage subtotals, the estimated total and the deposit update as they choose.
Does QuoteCloud book the appointments in the plan?
No. The visits in the plan are your practice's planning, written as a table or timeline in the document. Your reception confirms each date. Through Zapier you can send details of an accepted plan to another app, such as Google Calendar one way, but QuoteCloud doesn't connect to your appointment book by itself.
More for dental practices
Every page of the QuoteCloud dental microsite.
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Cost estimates & informed financial consentFees by stage, your own treatment codes, what isn't included, your insurance wording and an expiry date, acknowledged and signed.Explore
-
Orthodontic plans for aligners & bracesAligners or braces as options, the treatment course and retainers, signed by the patient or a parent or guardian for a minor.Explore
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Implant & oral surgery treatment plansImplant, bridge or denture set out as alternatives, surgical and restorative stages over months, and a deposit to book surgery.Explore
- Cosmetic dentistry quotesVeneers, bonding and whitening options side by side, smile photos in the plan, and a deposit to book the first appointment.
- Periodontal & hygiene treatment plansDeep cleaning by quadrant, review visits and an ongoing maintenance plan, set out as stages the patient signs.
- Deposits on signing for dental treatmentA deposit as a percentage or a fixed amount, paid by card or PayPal the moment the plan is signed. Later stages are billed by your practice.
- Check-up & whitening offers sent in bulkOne check-up, hygiene or whitening offer, personalised and bulk-sent to your patient list, then tracked as each is opened and accepted.
- QuoteCloud for dental groups & multi-practice teamsShared plan templates, locked consent wording, a team per practice and approval for large discounts across every location.
- Practice management & accounting integrationsAccepted plans to your practice management software through Zapier or the API, and to Xero or QuickBooks.
- Dental templatesReal QuoteCloud templates for dental treatment plan quotes, treatment consent forms and treatment plan proposals.
- QuoteCloud implementation for dental practicesYour fee list loaded, treatment plan templates converted, consent wording locked and the front desk and clinicians trained.
- FAQAnswers to the questions general, cosmetic, orthodontic, implant and periodontal practices ask most.
Your next treatment plan, signed and booked
Free for 14 days. No credit card required.