Treatment Plan Worksheet: Overview

The Treatment Plan Financial Worksheet is available in the lower row of icons of the Icon Menu or from the Sidebar. This overview explains the philosophy behind the worksheet. Then, three additional sections walk you through how to use it in specific patient scenarios: patients with no insurance, with out-of-network insurance, and with in-network or in-house insurance. We’ve separated these scenarios to keep things concise and help you focus on the one most relevant to your office.

The purpose of this worksheet is to replace the often cluttered, overly detailed printouts generated by traditional practice management software. Those printouts usually include procedure codes, tooth numbers, provider names (even when there’s only one doctor), and columns for regular fees, insurance write-offs, and patient portions. This overload of information can be confusing, especially when the page contains dozens or even hundreds of numbers.

The worksheet cuts through that noise and focuses on what truly matters to most patients: the bottom line, and a simple explanation of how it was calculated. Its clean layout makes it easy to walk patients through the math in a way that’s clear and easy to follow, something you’ll see demonstrated in each of the scenario-based sections that follow.

To be clear, this isn’t about withholding information. If a patient wants the detailed printout from your practice management software, you should absolutely provide it, especially for those who appreciate full data or want to double-check every line item. But for most patients, that level of detail is unnecessary and often overwhelming. This worksheet helps you present a clear, focused financial treatment plan that improves understanding and builds trust.

When you open the worksheet, you’ll see a screen titled “Treatment Plan Financial Worksheet” with three main fields:

Patient Name: Simply enter the patient’s name.

This Treatment Plan Is For: Use this space to describe the overall treatment being presented, not just a single procedure like “#3 crown.”  While it is certainly acceptable to use it for a single procedure, the best treatment plans are the ones that show the patient a path to complete dental health. Making numerous "mini" treatment plans is just confusing and doesn't convey to the patient how important it is to maintain the entire dentition.

Total Case Fee (UCR): Enter the standard fee for the full Treatment Plan here, that is, your usual, customary, and reasonable (UCR) fee. This is your normal full fee, regardless of the patient’s insurance status. If you’re unsure where to find this number, consult your practice management software’s help tools or support team.

Once those fields are completed, you will see a drop-down menu that allows you to choose whether the patient is non-insured, in-network insured, or out-of-network insured. Depending upon your selection here, the Treatment Plan Worksheet will lead you down one of three paths that are discussed more thoroughly below. To get the most from this worksheet, continue on to the three scenario-specific sections. These will help you present Treatment Plans with more confidence, clarity, and success.