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Treatment Planning

Present multi-phase plans with cost estimates and patient digital sign-off.

Why complex dental treatment plans lose patients

A patient presented with a verbal description of three phases of implant treatment, a rough total cost, and a paper form to sign rarely has enough information to commit. Without a clear, structured plan they can review at home, patients delay decisions — and often don't return.

Patients can't visualise multi-step treatment

When treatment spans 6–12 months across multiple appointments, patients need a roadmap — not a verbal summary — to understand and commit to the journey.

Cost surprises destroy trust

When actual costs deviate from verbal estimates, patients feel deceived. Itemised, signed cost estimates create shared expectations and eliminate disputes.

No tracking of plan progress across visits

Without a structured plan in the system, providers rely on memory and notes to know which steps are complete and what comes next — creating gaps in multi-visit care.

End-to-end treatment plan management

Multi-Step Treatment Plan Builder

Create structured treatment plans with individual steps, each with a procedure, estimated duration, and cost. Steps can be grouped into phases and reordered as the clinical picture evolves.

Per-Step Cost Estimation

Each plan step includes estimated and actual cost tracking. Price list pricing applies automatically. Proforma invoices can be generated from the plan for patient review before any treatment begins.

Treatment Plan Approval Workflow

Plans require patient sign-off before treatment starts. Digital consent forms linked to specific treatments are sent to the patient portal for review and e-signature.

Patient Portal Plan Sharing

Patients see their full treatment plan — steps, status, costs, and next appointment — in the patient portal. They can review it at home and ask questions before their next visit.

Auto-Generated Invoice Drafts from Sessions

When a treatment session is completed, an invoice draft is automatically created, pre-populated with all procedures performed, materials used, and applicable pricing. Finance reviews and finalises.

Progress Tracking Across Visits

Step status updates (planned, in-progress, completed, cancelled) are tracked across multiple visits. Providers see at a glance which steps are done and what remains — without re-reading the full record.

Treatment plan templates for common procedures

Create reusable treatment plan templates for high-frequency procedures — single implant placement, composite veneer set, orthodontic treatment — with standard steps, durations, and pricing pre-populated. Start a plan from a template and customise as needed.

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Higher case acceptance starts with a plan patients understand

See how WIO CLINIC's treatment planning gives patients the clarity they need to say yes — and gives providers the structure to deliver.

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WIO CLINIC, dünya çapında klinik operasyonlarını dönüştürmeye kararlı kapsamlı bir sağlık yönetim platformudur. Bu web sitesi ve hizmetleri bilgilendirme amaçlı sağlanmaktadır. Tüm tıbbi ve sağlıkla ilgili bilgiler kalifiye sağlık profesyonelleri ile doğrulanmalıdır. WIO CLINIC, HIPAA, GDPR ve yerel sağlık düzenlemeleri dahil olmak üzere uluslararası sağlık veri koruma standartlarına uygundur. Platformumuz ISO/IEC 9001 (Kalite Yönetimi), ISO/IEC 27001 (Bilgi Güvenliği), ISO/IEC 27017 (Bulut Güvenliği), ISO/IEC 27018 (Bulut Gizliliği), ISO 13606 (Elektronik Sağlık Kaydı İletişimi), ISO/HL7 27931 (Veri Değişim Standartları), ISO 9241-210 (İnsan Merkezli Tasarım), ISO 25010 (Yazılım Kalitesi), ISO 18308 (ESK Mimarileri için Gereksinimler) ve ISO 21549 (Hasta Sağlık Kartı Verileri) kapsamında sertifikalıdır. Tüm ticari markalar, hizmet markaları ve logolar ilgili sahiplerinin mülkiyetindedir. Bu platformun kullanımı, Hizmet Şartlarımız ve Gizlilik Politikamızın kabul edildiği anlamına gelir.

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