Smart Treatment Proposals

/modules/smart-treatment-proposals

Page purpose (designer & content owners — non‑negotiable)

This page positions Smart Treatment Proposals as Primoro’s treatment conversion module — purpose‑built to turn treatment recommendations into clear, accepted treatment without paper, PDFs, or manual chasing.

This page must communicate

• Smart Treatment Proposals is an optional ROADMAP module in Primoro’s Conversions suite
• It focuses on patient understanding, consent, and acceptance — not diagnosis or clinical charting
• Proposals are patient‑facing, interactive, and fully auditable
• Proposals can be delivered in‑chair on the Tablet App, or remotely via the Primoro patient mobile app (web as fallback)
• Acceptance follows a two‑step, on‑record consent model
• All actions, acknowledgements, and signatures remain inside the Primoro secure ecosystem

This page is not

• a clinical charting or diagnosis tool (that remains in the PMS)
• a generic document or PDF generator
• a recall or statutory communication feature (handled by Recall & Reconnect)

Tone: calm, reassuring, credible. Conversion‑led, not technical.

Hero

Smart Treatment Proposals — from explanation to commitment

Present, explain, and confirm treatment plans digitally — in‑chair or remotely — with clear steps, signatures, and traceability.

From consultation to booking, Smart Treatment Proposals create clarity for patients and certainty for practices.

Primary CTA: Request a demo (/request-a-demo)

Secondary CTA: Explore the Primoro Platform

What Smart Treatment Proposals does

Smart Treatment Proposals replaces paper and emailed PDFs with interactive digital treatment plans that patients can review, acknowledge, and accept — either in the chair on a tablet or later on their own device.

After a consultation, clinicians or Treatment Co‑ordinators generate a proposal inside Primoro using treatment and pricing data referenced from the clinical system (e.g. Dentally).

Proposals can be:

• presented in‑chair using the Tablet App for face‑to‑face explanation
• sent app‑first to the patient mobile app for at‑home review
• accessed via a secure web link if required

Every interaction is time‑stamped and recorded.

The two‑step acceptance model (critical)

Smart Treatment Proposals uses a two‑stage acceptance flow, designed to mirror real clinical and commercial practice while providing a defensible audit trail.

Step 1 — Acknowledgement of explanation (mandatory)

This step confirms that:

• a treatment plan has been presented and explained to the patient
• treatment details, costs, and next steps were clearly discussed
• the patient acknowledges that this explanation has taken place

Key characteristics:

• typically completed in‑chair on the Tablet App
• patient confirms acknowledgement via signature or approval
• captured once, on record
• logged against the proposal as Explained & Acknowledged

This step does not commit the patient to treatment. It confirms informed discussion.

Step 2 — Acceptance to proceed & booking authority

This step confirms that:

• the patient has reviewed the proposal (in‑app or in‑chair)
• the patient wishes to proceed with treatment
• the practice is authorised to schedule and deliver treatment

Key characteristics:

• uses the existing captured signature (no second signature required)
• triggered when staff ask: “Would you like to go ahead and book this?”
• recorded as a binding acceptance, equivalent to receiving a purchase order or sales instruction from the patient
• moves the opportunity to Accepted in Treatment Pipeline

This creates a clear commercial commitment without duplicate consent friction.

What it helps your practice achieve

• Clear, documented proof that treatment was properly explained
• Reduced consent risk through recorded acknowledgement
• Faster conversion from consult → acceptance → booking
• No duplicate signatures or confusing paperwork
• Strong audit trail for clinical and commercial assurance
• Clear ownership of when treatment becomes binding

Smart Treatment Proposals turn verbal agreement into a structured, defensible conversion workflow.

Who it’s for

• Dentists & Specialists — explain treatment confidently and record that explanation
• Treatment Co‑ordinators — manage follow‑up and formal acceptance
• Practice Owners & Managers — reduce disputes and improve acceptance consistency
• Front‑of‑House Teams — know exactly when treatment is approved for booking

Patients experience clarity and reassurance — not pressure.

Core capabilities

1) In‑chair & remote proposal presentation

Present treatment plans:

• face‑to‑face on the Tablet App during consultation
• remotely via the Patient Mobile App

The same proposal follows the patient across surfaces.

2) Two‑step consent & acceptance logic

• Step 1: acknowledgement of explanation (signed, on record)
• Step 2: acceptance to proceed (binding, no re‑signature)

Each step is clearly distinguishable in the system and audit trail.

3) Patient‑friendly digital proposals

Interactive plans include:

• plain‑English descriptions
• phased treatment structure (where relevant)
• side‑by‑side options
• supporting images or educational media

Optimised for tablet and mobile use.

4) Integrated questions & clarification

Patients can:

• ask questions in‑app
• send voice or text messages
• request a call‑back

All communication flows through the Communication Hub and is attached to the proposal record.

5) Customisable proposal templates, pricing & finance

Practices can create highly tailored proposal templates to reflect:

• practice branding and tone
• treatment‑type specific layouts (e.g. implants, ortho, hygiene)
• mandatory wording or regulatory statements

Templates can include integrated pricing and finance sections, such as:

• pay in full
• staged payments
• monthly finance examples (representative, compliant illustrations)

Finance options can show clear worked examples (e.g. monthly cost, term length, total payable), helping patients make informed decisions.

Patients can:

• apply for finance immediately from within the proposal (in‑chair, in‑app, or via secure link)
• defer the decision and apply later from the same proposal — no resending required

Applying for finance does not automatically constitute treatment acceptance. Payment choice, finance approval, and treatment acceptance remain logically separate but connected steps.

6) Real‑time tracking & follow‑up

Track proposal state:

created → explained → acknowledged → accepted / declined

Staff can see exactly where each proposal stands.

7) Connected conversion workflow

Smart Treatment Proposals integrates with:

• Treatment Pipeline (ROADMAP → Conversions)
• Campaign Manager (ROADMAP → Conversions)
• Appointment Manager (CORE → Engagement)
• Communication Hub (CORE → Communication)
• Performance Dashboards (ROADMAP → Performance)
• Document Hub (CORE → Platform & Security)

No duplicate entry. No ambiguity.

How it fits within Primoro

Smart Treatment Proposals sits within the Conversions suite, completing the journey from intent to commitment:

• Campaign Manager — demand and education
• Treatment Pipeline — opportunity tracking
• Smart Treatment Proposals — explanation, acknowledgement, and acceptance
• Appointment Manager — booking and delivery

Recalls and statutory reminders remain owned by Recall & Reconnect.

Governance, consent & compliance

Designed for regulated healthcare environments:

• explicit acknowledgement of explanation
• binding acceptance recorded separately
• full audit trails of views, acknowledgements, and acceptance
• defensible evidence for disputes or audits

All data remains inside the Primoro secure ecosystem.

Frequently asked questions

Can proposals be customised for different treatment types or practices?

Yes. Smart Treatment Proposals support highly customisable templates. Practices can tailor layouts, wording, branding, and structure based on treatment type (e.g. implants, orthodontics, phased care) and include any required regulatory or practice‑specific language.

Can AI Guardian help the team follow up when a patient is viewing a proposal?

Yes (optional). When AI Guardian is enabled, proposal engagement signals (e.g. proposal opened/re‑opened, key sections viewed, questions submitted) can trigger next‑best‑action prompts for the team — such as recommending a message or call‑back, drafting suggested outreach, and creating a follow‑up task in Task Manager. AI supports and advises; the team remains in control of outreach and timing.

Can proposals include prices, payment options, and finance examples?

Yes. Templates can include full pricing breakdowns, staged payment options, and representative finance illustrations (e.g. monthly cost, term length, total payable). These are designed to be clear, compliant, and easy for patients to understand.

Can patients apply for finance directly from the proposal?

Yes. Patients can apply for finance directly from the proposal — whether it is presented in‑chair on a tablet, viewed in the patient mobile app, or opened via a secure link. If they are not ready, they can return to the same proposal later and apply without it being resent.

Does applying for finance mean the patient has accepted treatment?

No. Applying for finance, choosing a payment option, or receiving finance approval does not automatically constitute acceptance. Treatment acceptance is a separate, explicit step recorded through the second stage of the acceptance flow.

Why does the proposal use a two‑step acceptance process?

The two‑step model reflects real clinical practice and provides a clear, defensible record. Step one confirms the treatment was properly explained and understood. Step two records the patient’s instruction to proceed and authorises booking and delivery of treatment.

Do patients have to accept treatment in the chair?

No. Patients can acknowledge that the treatment was explained in‑chair, then review the proposal again later and accept via the app or secure link when they are ready.

Is the final acceptance legally binding?

Yes. The second‑step acceptance is recorded as a clear instruction to proceed and is treated as a binding authorisation — equivalent to a purchase order or sales instruction from the patient.

Final CTA

Turn treatment conversations into clear, recorded commitment.

→ Request a demo (/request-a-demo)

→ Explore the Primoro Platform

Designer Specification v1.0

Aligned to:

• ROADMAP → Conversions suite
• Canonical Primoro module naming
• Primoro Design Standard