Dental Treatment Plan Presentation Form

Streamline Your Dental Practice with Professional Treatment Plan Presentations

Running a modern dental practice means balancing clinical excellence with clear patient communication—especially when it comes to treatment plans and costs. This Dental Treatment Plan Presentation Form helps dental practices present complex treatment options in a clear, professional format that patients can understand and act on immediately.

Perfect for dental practices that need to:

• Present treatment plans clearly: Break down multi-phase procedures with detailed explanations that help patients understand what they're agreeing to
• Provide transparent pricing: Show itemized cost breakdowns, insurance estimates, and out-of-pocket expenses upfront
• Offer flexible payment options: Present financing plans, payment schedules, and third-party financing right within the treatment acceptance process
• Verify insurance coverage: Collect insurance information and estimate benefits before treatment begins
• Get patient acceptance: Secure informed consent and treatment acceptance with integrated eSignatures through Papersign
• Process deposits instantly: Accept treatment deposits via Stripe, Square, or PayPal to secure appointments

How this template helps your practice

This form template combines treatment education with financial clarity. Patients can review recommended procedures, understand why each treatment is necessary, see exactly what they'll pay, explore financing options, and accept their treatment plan—all in one seamless experience.

With conditional logic, the form adapts based on patient responses. If they select certain procedures, relevant cost breakdowns appear. If they need financing, payment plan options display automatically. If they have insurance, the verification section collects all necessary details.

Automate your treatment acceptance workflow

Connect this form to your practice management software using Stepper to automatically:

• Create treatment plans in your dental software when patients submit the form
• Send insurance verification requests to your billing team
• Schedule treatment appointments based on accepted procedures
• Send payment reminders for multi-phase treatments
• Update patient records with financing selections

Built for patient trust and practice efficiency

Paperform's professional design options let you match your practice's brand, building trust before patients even walk in the door. The form works beautifully on mobile devices, so patients can review and accept treatment plans from home, reducing appointment time spent on financial discussions.

With SOC 2 Type II compliance and secure payment processing, your patients' sensitive health and financial information stays protected. Plus, every submission creates a complete audit trail—perfect for documentation and compliance requirements.

Whether you're a solo practitioner or a multi-location dental group, this template helps you present treatment plans professionally, increase case acceptance rates, and get paid faster.