Treatment Plan Explainer & Payment Options

An assistant that explains proposed treatment in plain language, breaks down the cost transparently, and surfaces payment plans, so patients say yes with confidence instead of stalling on price or confusion.

Case acceptance & finance

The pain point

Cost is the single biggest barrier to treatment acceptance, compounded by confusing plans, dental jargon and unspoken anxiety. Patients leave to think about it and never return.

#1 barrier

Financial concern is the top reason patients decline treatment

6 wks to 3 yrs

Payment plans (Afterpay, Zip, Openpay) make large plans manageable

How the chatbot solves it

After the dentist proposes a plan, the assistant translates it into everyday language with simple analogies, shows a transparent cost breakdown, and lays out payment options. Patients can ask questions privately, at their own pace, before committing.

Explains

Plain-language description of each procedure with relatable analogies.

Itemises

Transparent cost breakdown, gap after health fund where known.

Finances

Surfaces payment plans and instalment options.

Reassures

Answers cost and pain questions without pressure.

UX interaction diagram

End-to-end flow from treatment proposal through patient questions to acceptance or escalation.

flowchart TD A([Dentist proposes treatment plan]) --> B[Assistant sends plain-language summary] B --> C{Patient reaction} C -->|I do not understand| D[Explain procedure with analogy] C -->|Too expensive| E[Show cost breakdown + payment plans] C -->|Worried it will hurt| F[Explain comfort options + reassurance] D --> G{Ready to proceed?} E --> G F --> G G -->|Yes| H[Book treatment + confirm] G -->|Has more questions| I[Queue for dentist call-back] H --> J([Treatment accepted + scheduled]) classDef e fill:#f8ebe4,stroke:#b34a39,color:#2e2a26; classDef s fill:#f5e6da,stroke:#c2613d,color:#2e2a26; class I e; class H,J s;

Sample conversation flow

After consult, crown recommended.

FB

FriendlyBot

Online now

After consult: crown recommended

Hi Mia, Dr Lee has recommended a crown for your back molar. In plain terms: the tooth has a large filling and is at risk of cracking, so a crown is like a protective helmet that caps and strengthens it. Happy to explain more or talk through cost?
Why do I need it? How much is it? Will it hurt?
How much is it?
The crown is $1,650. If you have extras cover, most funds rebate $400 to $700, so your gap is often around $950 to $1,250. I can give an exact figure once we check your fund.
That's a lot right now
Totally understandable. You can split it with a payment plan, for example Zip or Afterpay from about $40 to $65 a week, with no upfront lump sum. Want me to set that up?
Yes, show me the plan Book it in Ask Dr Lee a question
Book it in
Done! Your crown is booked and I've flagged the payment plan for reception to finalise. No surprises on the day.

Treatment accepted + scheduled

Why do I need it? How much is it? Will it hurt?

Design interactions that ease the pain

Plain language + analogies

Replace jargon that stalls decisions.

Transparent pricing

Upfront, including the likely health-fund gap.

Private, unpressured

Patients explore cost without a sales feeling.

Payment options in context

Shown exactly when price is the objection.

Question routing

Sends clinical queries to the dentist, not a guess.

Books on acceptance

Looping back into scheduling.

Success metrics

Case acceptance rate

Payment plan uptake

Time to decision

Question resolution

Sources