AI-Powered for Dental Practices

Treatment plans your patients actually understand.

CaseFlow turns treatment plans into patient-friendly summaries your patients can take home, share with their spouse, and come back to. Branded to your practice, available in 20+ languages, ready in under a minute at checkout.

Book a 15-minute demo → Watch a 60-second demo ↓
Product Demo Coming Soon See CaseFlow in action
Why CaseFlow

What CaseFlow Does for Your Practice

Better patient understanding starts with better communication tools.

Close the understanding gap

Most patients leave the chair without fully grasping what they were told. CaseFlow gives them a summary they can actually read, reread, and share with whoever helps them decide.

Look as professional as you are

Every summary carries your logo, your team photo, and your practice identity — not a generic template. Patients see the care you put into their experience.

Reach every patient in their language

Generate summaries in 20+ languages instantly. Serve multilingual patients without a translator, a rewrite, or extra effort.

Know what happens after

Track exactly when patients open their summary, how long they engage, and whether they click through to financing options. Data your current workflow doesn't give you.

How It Works

From Treatment Plan to Patient Understanding in 5 Simple Steps

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

1

Screenshot the Treatment Plan

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
CaseFlow upload interface - paste or drop your treatment plan screenshot
2

Paste into CaseFlow

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

CaseFlow paste action - treatment plan uploaded
3

Select the Patient's Language

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

CaseFlow language selection - choose from 20+ languages
4

Add X-rays or Quick Generate

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

CaseFlow treatment extraction - add X-rays or use Quick Generate
5

Share with Your Patient

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

CaseFlow generated summary - shareable URL ready to send

Total time: 30 seconds to 1 minute

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

Transparency

Where CaseFlow is today.

CaseFlow is new. The core product works — practices are generating summaries and patients are engaging with them — but I'm being deliberate about what I build next, and I want to be upfront about where things stand.

What's live today

  • AI treatment plan extraction from screenshots
  • Patient-friendly summaries with illustrations
  • 20+ language support
  • Custom practice branding (logo, team photo, review links)
  • Shareable summary URLs with engagement tracking
  • Configurable financing links per practice
  • In-summary chat for patient questions

What's on the roadmap

  • Practice analytics dashboard
  • Automated patient follow-up*
  • PMS integrations (Open Dental first, then Dentrix)
  • Direct appointment booking from summaries
  • SMS communication for patients who prefer it

*Automated follow-up features will ship alongside HIPAA compliance and Business Associate Agreements. Full compliance work is in planning.

Customization

Your Brand, Your Summaries

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

Your Practice Logo

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

Team Photo

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

Google Reviews Link

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

Organization Settings - Customize your brand with logo, team photo, and Google Reviews link
Early Access

Founding partners wanted.

CaseFlow is new, and I'm looking for a small group of dental practices to be founding partners.

You'd get the product at a deeply discounted rate for six months in exchange for helping me measure whether it actually moves your case acceptance numbers. I'm not going to pretend I have big outcome claims yet — that's what this phase is for. What I can promise is direct access to me, influence over the roadmap, locked-in preferred pricing, and a tool your patients are going to love.

If that sounds like the kind of thing you want to be early on, let's talk.

What you get

  • Full product access for 6 months at $29/month (founding partner rate)
  • Direct access to the founder for support, feedback, and feature requests
  • Visibility into the product roadmap and influence over what ships next
  • Locked-in preferred pricing on any future paid plan
  • All product updates during the partnership period at no additional cost
Book a 15-minute call →

Only taking on 5–10 founding partners in this cohort.

See CaseFlow in action.

Book a 15-minute call and I'll walk you through how it works for your practice.

Book a 15-minute demo →

No commitment. Just a quick walkthrough to see if CaseFlow is a fit.