The phased treatment plan: explained, agreed and paid

A long treatment isn't decided in the chair: it's decided at home, with the plan in front of you and often with somebody else. What that document explains — and how easy it is to read — weighs as much as the clinical assessment itself.

In ClaudIA the plan is built in PHASES: what comes first, what comes next and what can wait. The patient sees the whole plan and also sees that it doesn't all have to be faced at once, which is the objection that leaves most plans stalled. It comes out as a PDF carrying the clinic's identity and as a private link the patient opens with the last four digits of their phone. And when there are two options — an implant or a bridge — both fit on the same page, side by side.

You also agree how it will be paid: everything up front, a deposit and the rest at the end, one payment per treatment or monthly instalments. The payment schedule appears in the PDF and in the patient's link, balanced to the cent, and every till payment is deducted automatically, in order: the clinic sees what has been paid, what is left and which payment is overdue.

Once it's accepted, the plan stops being a piece of paper: the appointments for each phase come straight out of it, linked to it, and nobody types the treatment again. And if you'd rather not sit at the computer, you can dictate the plan in a WhatsApp voice note and ClaudIA sets it up for you to review.

How it works

1. The team builds the plan after the assessment, grouping treatments into phases, or dictates it in a WhatsApp voice note.
2. It is handed over as a PDF carrying the clinic's identity or through a private link the patient opens with the last four digits of their phone.
3. The way it will be paid is agreed: single payment, deposit and balance, one payment per treatment or monthly instalments.
4. Once accepted, the first phase's appointments are booked from the plan itself and stay linked to it.
5. Each payment is charged from the till with one button, and the plan shows what has been paid and what is overdue.
6. If a plan stalls, ClaudIA follows it up without naming the treatment in the messages.