Turn Treatment Plans
Into Treatment Starts.
The smarter way to organize patient follow-up, track treatment opportunities, and help more patients move forward with the care they need.
Fictional data shown for illustration — not actual customer results.
| Sarah Johnson | HOT | $7,500 | Tomorrow |
| Marcus Lee | WARM | $8,200 | In 2 days |
| David Chen | HOT | $9,000 | Today |
Your dental office may not have a patient problem.
You may have a follow-up problem.
Dental practices spend enormous amounts of time diagnosing and presenting treatment. But after the patient leaves the office: Who calls them? Who follows up? When should they be called? What treatment was presented? How much did they accept? What remains? Did they say they needed financing? Did they want to speak with their spouse? Did they cancel? Did they never schedule?
Most practices manage this with spreadsheets, sticky notes, memory, or disconnected systems. CaseFlowDDS creates one centralized system for treatment follow-up.
How much revenue are you leaving behind?
Your patient database may already contain thousands of dollars in untapped treatment.
Your actual opportunity will vary, but even a small percentage of recovered treatment can make a significant difference. This is an illustration only and does not guarantee revenue or treatment acceptance.
Your patients already told you they need treatment.
The problem is follow-up.
Lost Treatment Plans
Patients who received treatment recommendations but never scheduled.
Old Spreadsheets
Hundreds or thousands of patients buried inside Excel.
Missed Follow-Ups
Patients who were supposed to be called but were forgotten.
Partially Accepted Cases
Patients who accepted part of treatment but still have outstanding care.
Cancelled Appointments
Patients who need to be rescheduled.
No-Shows
Patients who need immediate follow-up.
Financing Concerns
Patients who need help understanding payment options.
No Clear Next Step
Nobody knows exactly who should be called next.
One place to manage your entire treatment follow-up pipeline.
Everything your treatment coordinator needs, in one platform.
CaseFlowDDS Huddle
Run your daily morning huddle right inside CaseFlowDDS — production and collection goals, today's schedule and gaps, high-value opportunities, and an action plan with owners and due dates, in normal or big-screen presentation mode.
Patient Treatment Portal
Send patients a secure, mobile-first digital presentation of their treatment plan — what's recommended and why, costs, financing options, and phased treatment — in English or Spanish, with every view and click tracked back into your pipeline.
Patient Education Journey
Keep educating patients after the portal goes out — a scheduled sequence of plain-language articles about their recommended treatment, AI-drafted and coordinator-reviewed before every send, with engagement tracked straight into your pipeline.
Treatment Follow-Up Pipeline
A visual Kanban system — New, Contacted, Treatment Presented, Considering, Follow-Up, Appointment Scheduled, Accepted, Partially Accepted, Treatment in Progress, Completed, Declined, Unresponsive.
Follow-Up Command Center
See exactly what needs to happen today: follow-ups due, overdue follow-ups, high-value opportunities, upcoming appointments, cancellations, no-shows, and patients needing rescheduling. Never wonder who to call next.
Treatment Plan Tracking
Track treatment presented, accepted, completed, and outstanding — with dollar values visible at a glance.
Partial Case Acceptance
Presented $20,000, accepted $8,000 — the remaining $12,000 stays visible in your pipeline instead of disappearing into a spreadsheet.
Patient Activity Timeline
Calls, voicemails, texts, emails, appointments, notes, and treatment presentations — the complete patient history in one place.
Follow-Up Reminders
Automatically surface today's calls, overdue calls, upcoming follow-ups, and patients needing another attempt.
Revenue Pipeline
Treatment presented, accepted, completed, outstanding, potential revenue, and case acceptance rate — tracked automatically.
High-Value Opportunities
Automatically identify patients with significant outstanding treatment, with a threshold your office controls.
Excel / CSV Import
Upload your existing spreadsheet, map columns, review records, detect duplicates, and import — without losing your existing patient data.
Connect the system you already use.
CaseFlowDDS is designed to complement your practice management system, not replace it.
See Integrations →Built for the way dental practices actually work.
Dentists diagnose. Treatment coordinators educate. Front offices schedule. But somebody needs to consistently follow up. CaseFlowDDS gives that process structure.
Who is it for?
Dentists
Know where treatment opportunities are going.
Treatment Coordinators
Know exactly who to call every day.
Office Managers
Track follow-up performance.
Practice Owners
See outstanding treatment and potential revenue.
Dental Groups
Monitor multiple locations.
What your practice gets
Organization
Stop relying on spreadsheets.
Accountability
Know who was contacted and when.
Visibility
See outstanding treatment immediately.
Follow-Up
Never lose track of another patient.
Revenue Opportunity
Identify treatment that has not yet been accepted or completed.
Efficiency
Give your coordinator a prioritized daily work queue.
Built with patient data security in mind.
Secure authentication, tenant isolation between practices, role-based permissions, encrypted secrets and API credentials, audit logging, and secure payment processing through Stripe.
Practices should configure and use the platform in accordance with applicable HIPAA and healthcare privacy requirements. Where required, appropriate agreements and safeguards must be established before production use.
What dental practices are saying
Stop letting treatment plans disappear.
Your practice already has patients who need treatment. Give your team the system to follow up.