Treatment Plan Presenter
Plain-English treatment plan walkthrough. Replaces DentalIntel $599/mo presentation module.
The problem
DentalIntel Analytics + Case Acceptance module runs $599/mo and still leaves treatment coordinators reading raw codes to patients. 40-60% of high-value plans get declined because nobody explained the 'why' in human language.
What changes
Hygienist tags the plan in the handoff sheet. Agent generates a 1-page patient-facing PDF with layperson descriptions, phased cost table, insurance-estimate placeholder, and 3 pre-drafted FAQ answers. Front desk hands it over at checkout.
A day in the life
What this agent actually does.
- 1
9:14am: 4-tooth crown + SRP plan enters queue → agent drafts plain-English rationale in 90 seconds
- 2
Assembles phased cost table ($X today, $Y in 90 days, $Z after insurance)
- 3
Outputs branded PDF + SMS-ready summary the coordinator can send that afternoon
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
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