Treatment Plans

DR
Comprehensive Restorative
Created Jan 15, 2026 by Dr. Chen
In Progress
4 of 8 procedures completed 50%
Total Cost
$6,840
Insurance Est.
$3,420
Patient Est.
$3,420
# Tooth CDT Code Description Provider Fee Phase Status Action
1 #14 D2950 Core Buildup Dr. Chen $350 Phase 1 Completed 1/22/26 —
2 #14 D2740 Crown Porcelain Dr. Chen $1,200 Phase 1 Completed 1/22/26 —
3 #19 D2950 Core Buildup Dr. Chen $350 Phase 1 Completed 1/25/26 —
4 #19 D2740 Crown Porcelain Dr. Chen $1,200 Phase 1 Completed 1/25/26 —
5 #30 D2391 Composite Resin #30 DO Dr. Patel $280 Phase 2 Scheduled 2/25/26
6 #2,3 D4341 SRP Upper Right Quad Hygiene $350 Phase 2 Not Scheduled
7 #26,27 D4341 SRP Upper Left Quad Hygiene $350 Phase 2 Not Scheduled
8 #11 D1206 Preventive Resin Restoration Dr. Chen $280 Phase 3 Not Scheduled
Periodontal Treatment
Created Feb 1, 2026 by Dr. Patel
In Progress
3 procedures, $2,100 total 0%
Total Cost
$2,100
Insurance Est.
$1,050
Patient Est.
$1,050
# Tooth CDT Code Description Provider Fee Phase Status Action
1 UR,UL D4341 SRP Upper Quadrants Hygiene $700 Phase 1 Not Scheduled
2 LR,LL D4341 SRP Lower Quadrants Hygiene $700 Phase 1 Not Scheduled
3 Full Mouth D1206 Periodontal Maintenance - 3 months Hygiene $700 Phase 2 Not Scheduled
Cosmetic Enhancement
Created Feb 10, 2026 Dr. Chen
Awaiting Decision
5 procedures, $12,500 total 0%
Total Cost
$12,500
Insurance Est.
$0
Patient Est.
$12,500
# Tooth CDT Code Description Provider Fee Phase Status Action
1 #6-11 D2960 Labial Veneer (Resin) 6 teeth Dr. Chen $4,200 Phase 3 Not Scheduled
2 #6-11 D1110 Prophy with Bleaching Hygiene $300 Phase 3 Not Scheduled
3 #7,10 D2161 Composite Bonding Dr. Chen $400 Phase 3 Not Scheduled
4 #6-11 D9920 Shade Consultation & Design Dr. Chen $200 Phase 3 Not Scheduled —
5 #1-16 D1206 Post-cosmetic Maintenance Hygiene $400 Phase 3 Not Scheduled
MAXILLA MANDIBLE

Affected teeth highlighted in blue

Porcelain Crowns
Custom-made ceramic crowns restore the strength, function, and appearance of damaged teeth. They're designed to match your natural smile perfectly.
Fee: $2,400
Insurance: $1,200
You pay: $1,200
5% cash: $1,140
Scaling & Root Planing
Deep cleaning treatment that removes plaque and bacteria below the gumline, preventing gum disease and bone loss. Protects your smile for years to come.
Fee: $1,400
Insurance: $700
You pay: $700
Why This Treatment Matters
  • Restores function so you can eat comfortably
  • Prevents further tooth decay and infection
  • Protects your jawbone and surrounding teeth
  • Improves your smile confidence
  • Long-lasting results with proper care
Overall Acceptance Rate
72%
Across all treatment plans presented
+4% vs. last month
Average Plan Value
$4,200
Mean plan total cost
+$320 vs. last month
Avg Time to Accept
8.3 days
From presentation to acceptance
-1.2 days improvement
Revenue (MTD)
$38,400
From accepted treatment plans
+12% vs. last month
Acceptance by Treatment Phase
Phase Acceptance Rate Plans Presented Plans Accepted Avg Value
Phase 1: Urgent 89% 127 113 $3,200
Phase 2: Recommended 64% 95 61 $2,800
Phase 3: Elective 41% 73 30 $5,400
Provider Comparison
Provider Acceptance Rate Avg Plan Value Plans Presented Revenue (MTD)
Dr. Chen 78% $4,800 32 $22,600
Dr. Patel 65% $3,600 28 $15,800
Top Declined Procedures
Procedure Times Presented Times Declined Decline Rate Common Reason
Cosmetic Veneers (D2960) 65 29 45% Cost
Crown (D2740) 143 32 22% Second opinion
Implant (D6010) 48 18 38% Fear/anxiety
SRP (D4341) 76 8 11% Scheduling
Bonding (D2161) 54 14 26% Cost
Follow-Up Queue
Sarah Mitchell
Plan: Comprehensive Restorative | Last contact: 2/14/26
$6,840
3 days
James Rodriguez
Plan: Cosmetic Enhancement | Last contact: 2/10/26
$12,500
8 days
Maria Garcia
Plan: Periodontal Treatment | Last contact: 2/05/26
$2,100
13 days
Robert Chen
Plan: Crown Replacement | Last contact: 1/28/26
$1,450
21 days