A dental quote has particularities that set it apart from any other service quote: it's drawn up after a clinical diagnosis, it can cover multiple treatments across different teeth, and it must be understandable to a patient with no medical training. Detailing each treatment — filling, root canal, crown, implant, orthodontics — with the tooth affected, the number of sessions and the individual cost helps the patient prioritise and plan their investment.
Many clinics lose patients because the quote is handed over on paper during the appointment and the patient doesn't review it until days later, by which point they've already consulted another clinic. Offering financing options, distinguishing between urgent and cosmetic treatments, and including a phased treatment plan make even large quotes easier to accept.
DealForge lets dental clinics generate digital quotes per patient with lines per treatment and tooth, send them to the patient's phone for calm review at home, and receive acceptance with electronic signature. Automatic follow-up alerts you if the patient hasn't responded so you can re-engage the conversation at the right time.