| | We're super excited to announce the release of our new feature: Treatment Presenter Every dental office knows the moment: the doctor steps out, the treatment plan comes up, and the patient's eyes glaze over. A clinical printout full of codes and abbreviations is perfect for insurance — and terrible for the kitchen-table conversation where a $9,000 decision actually gets made.
That's why we built Treatment Presenter, now live in Teamio. It turns the treatment plan you already have in Open Dental into a presentation patients understand, trust, and act on — chairside on a tablet, or at home on their phone.
Here's what it does for your office: |
🦷 Every procedure, straight from Open Dental — to the penny
No re-typing, no summary field someone forgot to fill in, no missed procedures.
Treatment Presenter pulls every planned procedure, tooth number, and fee directly from Open Dental — and shows dollar amounts to the exact cent, including primary and secondary insurance estimates and the patient's existing balance or credits.
Why it matters:Â patients say yes to numbers they trust. Your Treatment Coordinator stops rebuilding plans by hand, and never has to explain why the presented total doesn't match the ledger.
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đź’¬ Plain English, automatically
"Abutment supported retainer for porcelain/ceramic FPD" becomes "Crown on the dental implant."
Every procedure gets a patient-friendly name and a short "Why You Need This" explanation, generated automatically and editable by your team with one click.
Why it matters: the person who actually decides on treatment is often a spouse reading the plan at home. When they understand it without calling the office, the case moves forward instead of stalling.
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📱 Present chairside, on the iPad
One tap opens a full-screen presentation built for the operatory.
Your Treatment Coordinator drives from a floating control panel:
Switch between a By Region and an Itemized view mid-conversation, show a monthly-payment breakdown with a live slider, and answer "what if we did the bridge instead?" by tapping the alternative — totals recalculate instantly, with one-tap undo.
Build on the front-desk computer, then scan a QR code to continue on the tablet — same patient, same plan, no re-login.
Why it matters: the chairside conversation keeps flowing. No "we'll mail you the numbers," no laptop juggling — the moment of highest motivation is the moment they see everything.
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đź’ł Payment options that match how YOUR office presents
Prepay discount? Half now, half at delivery? In-house plan in thirds? A financing menu with 6- and 12-month deferred-interest tiers and 24–60-month APR tiers?
Build as many payment options as you want, each with its own math, fine print, and terms —
plus one-off custom options for a specific patient.
Not five fixed slots. Your workflow, not a template's.
Why it matters: affordability is the #1 reason big cases die.
When the exact financing conversation your office already has is on the screen in front of the patient, "let me think about it" becomes "which option is best for me?"
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✍️ Signed, paid, and filed — every time
Patients sign right on the tablet or from the link at home.
The signed plan PDF is generated, automatically filed into your Open Dental imaging — every single time — and emailed to the patient.
Collect a deposit in the same conversation: terminal, pay link, cash, check, or financing.
Card payments post to Open Dental under the correct card type — Visa as Visa, AMEX as AMEX — so end-of-day reconciliation just matches.
And if the plan changes later, the patient re-signs and a fresh, dated PDF is filed alongside the old one.
Why it matters: the front desk stops hunting for signed plans and hand-fixing the deposit slip.
The doctor gets a complete legal record without anyone scanning anything. And a deposit collected in-chair is a case that stays accepted.
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🏠The conversation continues at home
Big cases rarely close in the chair — patients want to talk to a spouse, sleep on it, look at the numbers again.
Their plan link works on any phone, shows the same clear presentation, and lets them tap the payment options they'd consider and ask questions right on the plan.
Your office is notified the moment they engage and replies in the same thread — no phone tag, no cold leads.
Need consent forms? Bundle them with the plan and a guided step-by-step walks the patient through everything after signing.
Why it matters: you stay in the decision, not chasing it.
That's how 5-figure treatment plans get accepted: by being present when the patient is deciding — not a week later on a voicemail.
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Collect payments in Teamio via Moolah & Stripe Integration
The part that saves the most time: it posts to Open Dental for you.
When a payment succeeds, Teamio writes it into your Open Dental the same way your team would by hand:
Creates the payment and splits it across the outstanding procedures, oldest first, across the whole family account Uses your payment types — we map Visa, Mastercard, Amex and Discover to the PayTypes already set up in your Open Dental Updates the patient's balance and aging immediately, so your reports are right the moment the card clears Leaves a note your team can read at a glance: Teamio Payment | Visa ending 6939 | txn: 0976029c…
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👉 How to get started
Treatment Presenter isn't a prettier printout. It's the whole loop — build in seconds from Open Dental, present beautifully chairside, and stay in the conversation until the case is signed, scheduled, and paid.
If you're on our all-in-one plan, it's already part of your subscription.
Reply to this email to set up a one-on-one onboarding call to start using Treatment Presenter to simplify your case presentations in the office.
If you're not on our all-in-one plan, and would like to add Treatment Presenter to your existing plan, reply to this email and we'll go over a demo and pricing!
P.S. — Offices tell us building one custom presentation used to take hours in a document editor. Treatment Presenter does it in minutes, straight from the treatment plan you already made. The time savings are nice; the cases you stop losing are the point.
| | | | | 🛠️ Currently in Development: | | Insurance Verification for Benefits & Eligibility Real-time eligibility & benefits pulled from each carrier, checked automatically before every appointment. Flags the coverage issues your front desk needs to act on.
| | | Chart Audit / Schedule View View your Open Dental Schedule on Mobile / Desktop / Tablet within any Timeframe Alerts on the Appointments indicate custom Audit Alerts from Office Settings
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Other Features in Development:
AI Virtual Receptionist for Front Desk Answer Incoming calls Schedule appointments directly into OD with Custom Rules Call Recording & Analytics Patient Sentiment analytics
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p.s. After this update goes live, don't forget to do a hard-refresh (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac) to load the latest version.
p.s.s If you're not using Teamio yet, and are looking to streamline your operations and put systems in place that drive ACTUAL RESULTS - schedule a one-on-one call to get an in-depth look at how our Open Dental offices are utilizing Teamio! | | |
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