For DSO leadership
Make treatment acceptance more measurable across locations. Track the path from treatment presented to treatment accepted and scheduled, while keeping the workflow consistent with how your teams already operate.
Financial intelligence for treatment acceptanceGive every treatment presentation the financial context it needs.
CaseAccept gives doctors and care teams patient-specific cost, coverage, benefit and financing context during treatment planning and presentation, so the financial picture is clear before the patient is asked to move forward.
Built for multi-location dental groups and DSOs. Works alongside your existing PMS and workflow.
The doctor, while planning
Maria L, 3 procedures1 of 3 not yet verifiedPatient pays if done now$2,850
Annual maximum $1,500$1,000 left before this plan
!This plan needs $2,000 of coverage, so $1,000 of it is lost if everything is done this year.
The coordinator, before presenting
This year Crown and scaling, inside the $1,000 leftNext year Implant, on a fresh $1,500 maximum
The financial picture often shows up after the treatment plan.
The doctor has diagnosed care. The patient has heard the clinical recommendation. Then the case is handed off and the team has to explain expected patient responsibility, benefits, financing and timing.
That handoff is where a strong treatment presentation can lose momentum, and across a multi-location group, the same gap can look different in every office.
When does the number arrive?
Diagnosis
Treatment plan
Treatment presentation
Financial conversation
Treatment acceptance
Patient pays $2,850Today, the number arrives here
Patients experience the clinical and financial conversation as one decision.
Your PMSManages the patient and treatment record.
Benefits verificationTells the team what coverage may apply.
FinancingCreates payment options.
Billing and claimsManage what happens downstream.
But during the treatment presentation, the team still needs one clear picture:
What does this recommended treatment mean for this patient financially?
CaseAccept brings that context into treatment planning and presentation while the doctor remains in control of clinical judgment.Financial context should be in the room before the patient is asked to decide.
CaseAccept gives the care team patient-specific financial context while treatment is being planned and presented. The goal is not to treatment-plan to a price. It is to present the recommended care with a clearer understanding of expected patient responsibility.
Knowing what insurance covers is only one part of the conversation. Treatment presentation also has to connect clinical value with what the patient is being asked to commit to financially.
The treatment plan still belongs to the doctor. CaseAccept makes the financial picture visible sooner.
Clinical judgment stays with the doctor. Financial context arrives earlier.
StepWithout CaseAcceptWith CaseAccept
1Doctor develops the clinical planPatient-specific financial context is ready before presentation
2Financial details arrive at the handoffThe doctor can see the relevant financial signal during planning
3Coordinator works to connect coverage, cost and financingThe coordinator has patient responsibility and options ready
4Patient hears the full financial picture lateClinical value and financial expectations can be presented in the same conversation
5The case may require follow-up or remain unscheduledThe patient can make an informed decision
Built for the team you already have.
For treatment coordinators
Have the financial picture ready for treatment presentation. See expected patient responsibility, benefit context, financing and phasing information without leaving the patient to assemble the answer mid-conversation.
For dentists
Keep clinical judgment in your hands. See the patient-level financial context that matters while planning treatment, without asking AI to make the clinical decision for you.
Clear about what is known, and what is not.
A patient estimate is only useful if the team understands what it is based on. CaseAccept is designed to distinguish verified information from uncertainty, preserve the estimate that was shown, and compare estimated performance with actual payer outcomes over time.
Needs confirmationImplant, #30: frequency limitThe payer portal didn’t return a value, so it’s flagged instead of guessed.
No silent guessing.
If information cannot be verified, the system should say so rather than manufacture certainty.
Crown, #19Verified
Implant, #30Estimated
Clear uncertainty.
Give the team enough context to understand what is confirmed, what is estimated and where caution is needed.
Shown to patientThis year’s procedures$650
Payer outcome$650, matched
Estimates you can audit.
Preserve what was presented and measure accuracy over time instead of asking the buyer to accept an unqualified accuracy claim.
Put the financial picture in place before the treatment presentation.
See how CaseAccept can fit alongside your PMS and existing workflow, giving doctors and care teams the financial context they need without changing who owns the clinical decision.
Request a demoCaseAccept: financial intelligence from treatment planning to treatment acceptance.
Questions
dental teams
ask us
No. Clinical decisions stay with the doctor.
CaseAccept brings relevant financial information into the treatment planning and presentation process, so the care team has a clearer picture of the patient’s expected responsibility while discussing recommended treatment.
The doctor remains responsible for the clinical treatment plan.
No.
The goal is to give the doctor more context, not fewer clinical options.
Today, the financial reality of the treatment plan often appears only after the clinical recommendation has already been presented. CaseAccept gives the team that context earlier, so they can have a more informed treatment presentation and help the patient understand how recommended care could move forward.
Insurance verification is part of the information CaseAccept uses, but it is not the end goal.
Verification tells you what the patient’s benefits look like.
CaseAccept helps the team use that information during treatment planning and treatment presentation, when the patient is deciding whether to accept care.
CaseAccept evaluates the financial information available for the patient, including relevant coverage, deductibles, annual maximums, frequency limits, waiting periods and other plan details.
As treatment is planned, the expected patient responsibility can be updated based on the procedures being considered.
The aim is to give the team a useful financial picture before they begin the financial conversation with the patient.
It doesn’t guess.
When information cannot be verified or there is uncertainty in the available data, CaseAccept is designed to make that uncertainty visible rather than presenting false precision.
The team can see what is known, what remains uncertain and what needs to be confirmed before presenting the estimate to the patient.
CaseAccept is designed to work alongside the dental practice’s existing workflow rather than introduce an entirely new one.
Doctors continue treatment planning.
Treatment coordinators continue treatment presentation and financial conversations.
CaseAccept gives each person relevant financial context at the point where they already need it.
No.
CaseAccept is not a practice management system, billing platform or claims platform.
It sits alongside the systems the practice already uses and adds financial intelligence to the period between treatment planning and treatment acceptance.
The doctor does not need another insurance dashboard.
CaseAccept is designed to provide a simple financial signal during treatment planning, with additional context available when needed.
The more detailed cost breakdown, treatment pathways and financial options are available to the team responsible for presenting treatment and discussing payment with the patient.
It gives the coordinator more of the information they need before the financial conversation begins.
That can include the patient’s expected responsibility, relevant benefit information and available pathways for moving forward.
The goal is a treatment presentation where the coordinator can spend less time finding the number and more time helping the patient understand the plan.
CaseAccept is designed to measure performance against each practice’s own historical baseline.
Depending on the deployment, that can include:
- Treatment acceptance
- Same-day acceptance
- Revenue recovered
- Time to financial conversation
- Alternative treatment acceptance
- Patient responsibility estimate accuracy
The important part is that success is measured against your locations and your baseline, rather than a generic industry benchmark.
CaseAccept is being built with multi-location dental groups and DSOs in mind, where treatment acceptance, financial workflows and patient experience need to remain consistent across locations.
The same underlying problem can exist in individual practices, but the operational and financial impact becomes particularly visible at scale.
Request a demo
Tell us a little about your group and what you would like to improve. We’ll find a time to talk.
P.S. No sales pitch marathon. We’ll use the conversation to understand your current treatment presentation workflow and whether CaseAccept is a fit.