Custom Patient Proposals

32Co Team

Posted on

June 8, 2022

Introducing: custom clear aligner treatment proposals

READ TIME: 5 MINUTES

Creating custom clear aligner treatment proposals for your patients is a powerful tool.

You can now create treatment quotes and directly send to patients from within the portal. It let’s you keep track of what treatments you’ve selected and includes useful patient education. In this article you will learn how to:

  • Create and send custom treatment proposals
  • Provide patients with choice over treatment packages
  • Keep track of agreed pricing with patients

“Before using the custom treatment proposal feature, I had no clear way to keep track of what was quoted for each patient. Now we have an easy way to access our treatment proposals all in one place which has created a better experience for our patients and practice staff.” - Dr Abid, Newcastle

Provide patients with a better experience using personalised clear aligner quotes

Sending clear aligner proposals to your patients is important. It allows you to share custom quotes, their treatment simulation and clear aligner education to their email in just a few clicks with the new patient proposal feature.

To get started, open your patient’s case and select the treatment design you’d like create a proposal for.

Fill in their contact details, select the pre treatment records you want to show and note down the treatment goal. Their treatment simulation is automatically embedded. Then, you can start building your treatment plan packages. It’s fully customisable so you can mix and match to create the perfect proposal for each patient. You can choose a custom name and include multiple quotes all within the the same proposal.

Once you’re happy, you can preview the proposal and then you’re all set! Choose if you want to receive a copy of the proposal and hit send. Your patient receives an email with a link to their bespoke proposal. It outlines the number of stages, their pre treatment images and treatment goals. Their treatment simulation is available to review and they can choose from your custom packages.

We’ve built some patient education into the proposal on Clear aligners, attachments, IPR and retainers. There’s also a handy FAQ section.

Patients can choose the quote they want and send you a notification to let you know that they are interested.

From your portal you can see which package they’ve chosen and get them booked in! View their comments, edit the proposal, order the aligners and note down the agreed price all in one place. You can easily keep track of what you have quoted for at any time by heading to the patient proposal tab.

Have any questions?

Don't hesitate to get in touch with our support team through the chat tool or via email - support@32Co.com

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