CaseFlow - Transform Treatment Plans into Patient Understanding

Why CaseFlow

Grow Your Practice with Better Patient Communication

Patients who understand their treatment options are more likely to accept treatment. CaseFlow makes that understanding effortless.

Patients who understand their treatment are more likely to say yes. Clear summaries lead to higher acceptance rates and increased revenue.

Professional, branded summaries elevate your practice's perception. Patients feel cared for when you take time to explain their treatment.

Include a review request link in every summary. Happy, informed patients are more likely to leave 5-star reviews.

Generate summaries in 20+ languages. Communicate effectively with your diverse patient population.

How It Works

Your front desk can generate beautiful, patient-friendly summaries right at checkout. No training required.

1

At the end of the patient's appointment, your front desk takes a quick screenshot of the treatment plan from your practice management software.

Mac: Shift + Ctrl + Cmd + 4

Windows: Win + Shift + S

2

Simply paste the screenshot directly into CaseFlow. No file hunting, no uploads—just Ctrl+V or Cmd+V and you're done.

3

Choose from 20+ languages to generate the summary in. English is the default, but you can easily switch to Spanish, Chinese, Vietnamese, and more.

4

Optionally add X-rays or intraoral photos to enhance the summary, or select "Quick Generate" to create the summary instantly with stock images.

5

CaseFlow generates a shareable URL that you can copy and paste into Weave, Dentrix, or any patient communication software your office uses.

Total time: 30 seconds to 1 minute

Can be done while the patient is still checking out—or after they've left

Customization

Every summary reflects your practice's identity with custom branding options.

Your logo appears prominently at the top of every treatment summary, reinforcing your brand with each patient interaction.

Add a friendly team photo that appears at the end of each summary, helping patients feel connected to the people caring for them.

Optionally include a direct link to your Google Reviews page, making it easy for satisfied patients to leave a 5-star review.

Book a personalized demo with our team and see how CaseFlow can transform your patient communication.

Demos typically take 15-20 minutes. Choose a time that works for you.