New estimate v13 · build 32k · 2026-09-22 06:20 GMT

Let's build the estimate

1
Insurance
2
Treatment
3
Estimate
Step 1 of 3 · from the verification call

Patient & insurance

Pick the plan to auto-fill, or type it in. Plain questions, in plain English.

Your orthodontic estimate, made simple. Braces, clear aligners, Phase I or limited treatment — in three quick steps we'll show what your insurance covers, your in-network savings, and exactly what you'd pay, with a monthly plan. Every number is calculated by the rules engine, so it's accurate, not a guess. Hover any i for a plain-English explanation. See how it works →
Self-pay — no insurance iSkips the insurance side entirely — discounts and the payment plan still run.
Load a demo case
In-network? iYes = the patient gets our contracted fee (with a possible write-off).
Benefit active? iNo if there's a waiting period or the lifetime max is used up.
Flags from the call
Patient may age out mid-treatment i
Already had Phase I i
Plan requires pre-authorization i
Medical necessity required i
%
$
$
Deductible i
Ortho-specific deductibleA deductible the plan applies to orthodontics. Off = none / waived for ortho.
$
General dental deductibleThe plan's overall dental deductible — some carriers apply it to ortho.
Remaining benefit available i $0
Plan details from the verification call
Clear aligner / aesthetic provision iOffice may collect the full treatment fee · write-off does not apply · patient pays the difference.
Lingual braces provision iOffice may collect the full treatment fee · write-off does not apply · patient pays the difference.
Patient: Jordan R.
Step 2 of 3

Treatment & adjustments

Pick what the doctor recommended, then any discounts or extras.

Treatment type i
Adjustments i · pick the treatment type above to set the price
Does anything add to the cost?
Doctor override i Any doctor courtesy — comes off before the treatment price and is recorded on the estimate.
$
Treatment price$6,300
Itemized procedure codes (CDT) i Tick the codes on this case — allowance & bill-to shown for each; the estimate updates live.
Live estimate · updates as you choose codes & adjustments
Treatment fee$0
Patient pays$0
Discounts (optional) i — tap any that apply
Optional extras i — insurance doesn't cover these; added to the patient's total
Here's what Jordan R. would pay
$0
Insurance saves them $0
Rules engine · reconciles to the fee
Full treatment price$0
In-network discount i (you don't pay this)–$0
Primary insurance pays i –$0
What you pay$0
Reconciles to treatment fee (Rule 43a)✓
Recommend pre-authorization iPrints on the patient's estimate. Suggested whenever the case is a range.
Payment plan
Paid in full at banding
$0/mo × 24
Amount to be financed i $0
Needs your decision — v13 leaves these to the coordinator
    Quick recap of the numbers
    Demo data — anything you change in Admin saves automatically on this computer.
    Case acceptance

    Saved estimates

    Kept on this computer, with the patient's name as you entered it. Back-ups leave names out.

    Insurance library

    Carriers & plans

    These populate the chairside dropdown and auto-fill the verification step.

    CarrierEmployerPlan nameFee scheduleIn-networkPays %Lifetime maxDeductibleDeductible appliesSource forms (chart links)

    Benefit active is set per patient on the chairside (it's a patient-level fact, not a plan property) — 5.9. Whether the plan has a waiting period is captured on the case's verification screen.

    Configuration · named fee schedule

    Fee schedule & allowances

    Each row is one CDT code on this schedule: the schedule's allowance and where it bills — Insurance (Bucket A), the Patient (Bucket B), or Excluded (neither). Every allowance on a case flows from here. Stale schedules are the #1 cause of wrong quotes.

    Editing schedule:
    Name:
    Each plan points to a schedule (Carriers & plans); a case pulls its allowances from the plan's schedule.
    Equipment in the office i
    iTero scanner
    CBCT / 3D unit
    Bill to — keep clicking the field in a row until it shows the one you want i Insurance · Aplan pays its share Patient · Bbillable to the family Excludedneither — drops out
    CodeProcedureAllowanceBill to
    Configuration · the practice's own price list

    Office fee schedule

    The office's own treatment fees — what every estimate starts from, before any insurance. There is one office fee schedule per practice (unlike carrier schedules). The treatment buttons on the chairside read from this list. Update it in place each year; each version carries an effective date and older versions are kept.

    Updating your fees — once a year, or whenever prices change (7.7c):
    1. Change the fees in the table below by hand, or scan in a new fee sheet and let it fill them (importing a sheet is a planned route).
    2. Set the new effective date above.
    3. Press Save as new version. The set you were using is kept under its own effective date, and you can open or bring it back from Earlier versions.
    TreatmentTypeLength bandFeePer-month
    A fee schedule doesn't have to be complete — leave out what the office doesn't use. Uploading an existing sheet instead of building it here is a planned import route (7.7).
    Configuration

    Discounts

    Configuration

    Optional add-ons

    ItemPrice
    Configuration

    Payment plan policy

    $
    %
    %
    Configuration

    Practice profile

    Shown on the printed patient estimate.

    none
    Uploaded images are stored right on the estimate (no internet needed to print).
    Appearance

    Theme & color

    Pick the accent color and light/dark preference for this office. Applies to the whole app instantly and is remembered on this computer.

    Auto follows the computer's system setting. The moon button in the header still toggles light/dark on the fly.
    Your data

    Saved on this computer

    Everything set up in Admin — plans, fee schedules, office fees, discounts, add-ons, payment policy and this profile — saves automatically in this browser, along with saved estimates. Saved estimates stay on this computer with the patient's name, age and notes. A back-up leaves those out — estimates go by case number — so it is safe to move between computers.

    Saved