For the patient, this is where the large fee conversation begins to shift into a perception of affordability. It’s called Payment Stacking. With the total treatment fee entered, Case Closed Pro displays a full range of funding sources commonly used to make high-dollar dental treatment affordable:

Dental Insurance	Cash Deposit
Flexible Spending Accounts – FSA	Health Savings Accounts – HSA
Patient Financing	ACH Auto Payment
Credit Cards	Personal Loans
HELOC	Retirement Plan Loans

Having each method listed on a professional planning tool demonstrates that this method is routine. This gives the treatment coordinator confidence to address either resource. Most patients require no more than 3 or 4 funding sources to stack.

Based on the resources selected by the patient, Case Closed Pro compiles the payment strategy that the patient develop. The payment strategy outlined on a printable PDF includes:

• Financial resources chosen by the patient
• Monthly payment estimates that satisfy the patient’s budget
• Before and After smile images – “After” image generated by AI

When the consultation wraps, your patient leaves with a defined payment plan, branded to your practice.

Few conversations are as powerful as showing a patient exactly how comprehensive treatment gets funded, affordably.

Not every patient is ready to commit on the same day. This doesn't mean the case is lost.

Case Closed Pro's optional automated follow-up systems will nurture your patient with relevant follow-ups. Each sequence is applicable to the patient's treatment plan.

This nurturing process supports your team's follow-up efforts, working in the background until your patient is ready to move forward.

Comprehensive dental treatment plans often close on their own timeline. Case Closed Pro helps you reduce this timeline.