Front desk and scheduling
Treatment plan
Also called tx plan
The dentist's written list of recommended treatment, in order, with fees and estimated insurance.
A treatment plan is the written proposal of the work a patient needs, usually put in order by urgency, with fees and an estimate of what insurance and the patient will each pay. It is built after the exam. The front desk often presents the financial side and helps patients schedule. A clear plan, with options, helps patients understand and decide, and it records what was recommended.
Example at the front desk
I printed the treatment plan with the insurance estimate and went through the first phase with him.