A plan in Word
It is built by hand, printed, and if the patient asks for changes it is redone from scratch.
The express plan takes seconds. The full one you build on the odontogram, tooth by tooth.
For the express one you pick treatments from your price list and you are done; the full one you build on the odontogram, with instalments, discounts and comments. The plan reaches the patient by email or WhatsApp for them to accept or reject through a link, and it stays connected to the cash box and to their balance.
What eats your time today in treatment plans
No follow-up
Nobody knows which plans are pending, accepted or expired.
Instalments by hand
Part payments get written in a notebook and nobody knows how much is left.
What Treatment plans gives you in OCLÜ
Full or express
The full one is born from the odontogram with the planned treatments. The express one adds treatments by search and is saved approved in one step.
Instalments and deposits
Up to 36 instalments, with deposits and a due date for each. Each instalment is added to the debt only when it falls due.
Discounts per line or across the board
You apply a percentage or a fixed amount to one treatment or to every line at once.
Pesos and dollars
Each treatment carries its own currency and the plan shows the total for each. Instalments are used on single-currency plans.
Online acceptance or rejection
The patient gets the PDF by email with a link to accept or reject it. With the WhatsApp add-on, they answer with a button in the chat.
Expiry per location
Each location sets how many days its plans stay valid. Once expired, the link no longer accepts an answer.
How Treatment plans works, in three steps
You plan or search
From the odontogram you take the planned treatments, or in the express version you search for them by name.
You adjust and send
You add instalments, discounts and comments from your templates, and send it by email or WhatsApp.
The patient answers
They accept or reject it from the link. Once approved, it is ready to book and to charge.
Frequently asked questions about treatment plans
How is a dental treatment plan built in OCLÜ?
Two ways: the full one, born from the odontogram with the planned treatments, and the express one, a short form to search for treatments and save it approved in one step. In both you adjust prices and discounts before saving.
Can the patient accept the plan online?
Yes. By email they get the plan PDF with a link to accept or reject it; with the WhatsApp add-on, they answer with a button in the chat. If they accept, the plan moves to approved and the clinic is notified.
Can treatments be charged in instalments?
Yes, up to 36 instalments, with deposits and a due date for each. Each instalment is added to the patient's debt on the day it falls due, and each payment is recorded in the treasury against that plan.
Do treatment plans expire?
Yes, if you turn it on. Each location sets how many days its plans stay valid, and an expired plan can no longer be answered from the link.
What if the patient has a health insurer?
The plan separates the price the patient pays from the price the insurer covers on each treatment, using that insurer's price list.
Treatment plans connects to the rest of OCLÜ
Odontogram
40 symbols per tooth and surface
Price lists
Fees per location and per health insurer
Balance
What each patient owes, and the debtors report
Try Treatment plans with the rest of your clinic inside
When the patient accepts, the plan turns into treatment, into appointments and into payments, without re-entering anything. Start free and migrate your data with our team.