Greetings, fellow dental professionals!

The purpose of DDS GP is to improve your case acceptance and, as a result, increase your production and collections. In my nearly 30 years as a private practice general dentist—and more than five years as a dental consultant—I’ve seen again and again that the success of a case presentation depends on how we communicate with our patients, not just what we say. Sounds simple, right?

Here’s the rub: patients need more than just a description of their condition and the cost of treatment. They want to feel understood. They want to know that we genuinely care and that we’re making every effort to ensure they’re comfortable moving forward. They want to know that we will stand shoulder to shoulder with them against the bacteria or trauma that caused their problems in the first place. They don't want to feel blamed; they don't want to feel lectured. In short, they want to feel loved.

When treatment is presented as just a commodity— something you shop for based only on price—case acceptance drops. Why? Because cost-based treatment plans turn patients into shoppers, especially these days. 

In the past, a team member at my office might show a professionally produced video and then ask, “Are you ready to make your appointment?” More often than not, the patient would say, “I need to think about it.”

But once we shifted to a more personal approach—sitting next to the patient, showing simple visuals, and explaining in our own words—the response changed. Patients started saying “yes” more often. However, that presented a different problem: time. Diagnoses and treatments that seem simple and routine to us are not as easy to understand for patients. I tried a variety of methods and tools but found that consultations were getting longer and longer. We needed a solution.

That’s why I created DDS GP. The fact that it runs on an iPad makes a big difference. It supports the all-important shoulder-to-shoulder style of presenting. You’re not clicking through slides across a desk or looking at a video on the screen “over there”— you’re right next to the patient, sharing the moment, working together.

That subtle change creates a powerful dynamic: it becomes you and the patient versus the problem, not you versus the patient. Treatment no longer feels like a pitch. It feels like a partnership. That shift, both practical and emotional, is often what turns uncertainty into confidence and hesitation into commitment.

That’s exactly what DDS GP is designed to support.

My team and I stand with you and yours. Take a few moments to read over these instructions or watch the companion videos. I assure you it's worth it.

All the best!

Bob Marcus, DMD, San Diego, CA

It’s time for some straight talk. We at DDS GP have observed far too many instances where a treatment plan would essentially be a discussion of finances, often centered around a printout from practice management software that’s nothing more than a confusing list of numbers. The role of the treatment coordinator is reduced to making a financial plan (which we all call a treatment plan despite it being completely about money), and when patients resist, conventional wisdom is that they can’t afford it and need a discount, a payment plan, or a cut back on treatment. In this scenario, when patients say “no” or “I need to think about it” we assume that they couldn't afford it. This is far from the truth. Because treatment was all about money, the patient viewed it that way. We simply did not build enough value.

Maybe your office has a different problem: many dental professionals avoid discussing larger cases altogether because they assume the patient’s answer will be “no” because of sticker shock. As a result, cases become less about comprehensive care and more about addressing immediate needs. Treatment is broken down into smaller pieces, becoming much more sensitive to cost, and the schedule is filled with short appointments rather than larger, more comprehensive cases. These offices often claim to have a high case acceptance rate—over 90%. But when you dig deeper, it becomes clear that the diagnosis is incomplete. Exams aren’t comprehensive, and the focus is only on the obvious or “covered” items. Months, even years, may pass between seeing comprehensive or reconstructive cases. With more, smaller appointments on the schedule, the office feels hectic, oftentimes runs late, and there are more cancellations.

Or, perhaps your dental office falls into a third group: you simply don’t know how your case acceptance is doing. You feel like you’re busy, but production isn’t where it should be. Your staff reports that case acceptance is “just fine.” Here’s a quick, simple way to get an idea without the need for extensive practice management reports: keep a notebook of your next 25 treatment plans. Be thorough and comprehensive in your examinations. Each time treatment is recommended to a patient, write down their name and the value of the full treatment plan. Then, make a note of what portion of that treatment plan was scheduled (and ideally, prepaid). After tracking the 25 cases, do the math to see what percentage of the total dollar amount recommended was actually scheduled. You might be shocked by how much potential production never makes it to your schedule—only to come up again in six months when the patient returns for a recall, and your hygienist points out the outstanding treatment.

Let’s be honest with ourselves—does this represent the way your office works? If any of these scenarios describes your office, that’s okay. We are here to help.

The most important question is this: how can we be both truly comprehensive in our diagnosis and maintain a high level of case acceptance? If you’ve ever pondered this question, you’ve come to the right place. This is the very conundrum that kept DDS GP founder Dr. Bob Marcus up at night for years (no kidding). In 2010, he created an app to help solve the issue. Now, DDS GP is a solution used by thousands of dentists worldwide to bridge the gap between comprehensive treatment recommendations and case acceptance.

By providing an easy-to-use, patient-friendly platform for presenting treatment plans, DDS GP makes it simple to explain even complex cases in a clear, understandable way. Patients feel more comfortable because they see their treatment options visualized in a way that’s tailored to them, not as a generic, impersonal presentation. DDS GP allows you to have a real conversation with your patient, side by side, without relying on third-party video clips or generic scripts. It empowers you to present your case with confidence, ensuring your patients feel understood and cared for, and ultimately ready to move forward with treatment. This app isn’t just about showing pictures; it’s about creating a collaborative, trusted partnership between you and your patients.

You may recall the famous quote, “Good salespeople sell features. Great salespeople sell outcomes. Truly exceptional salespeople sell feelings.” You might not think of yourself as a salesperson, but in truth, you are. Every time you explain a procedure, recommend a treatment, or guide a patient’s decision, you’re influencing their perception and experience. That’s why it’s so important to move beyond, “Here’s how we fix your broken tooth,” and instead say, “You’re going to feel great when we’re done.” It’s not just about solving a problem—it’s about helping people feel confident, relieved, and cared for. Highlight the emotional impact of your work: the peace of mind that comes with a clear plan, the pride in a better smile, or the relief of knowing someone understands and has your back. Use testimonials that speak to those feelings, and train your team to recognize the emotional drivers behind patients’ decisions. When you connect on that level, you’re not just treating teeth—you’re transforming the entire patient experience.

By using DDS GP, you’re not just increasing case acceptance, you’re fostering long-term relationships and building a practice culture that values trust and open communication. Get ready to turn the “I need to think about it” responses into a confident, committed “yes.” With DDS GP, you’re not only providing exceptional care, you’re building a thriving practice.

While it’s crucial that patients have a clear understanding of their diagnosis and treatment options, there’s another less tangible but equally important factor to consider when presenting treatment plans: how the patient feels during the conversation. It’s not just about the details of the case.  It’s about the trust they feel in the professional beside them, listening to their concerns, and explaining their options in a way that feels genuine. Patients need to feel cared for, not just like a number on a treatment plan. They need to sense that you, the provider, truly want what’s best for them and are giving them the time and attention they deserve. But let’s face it: in a busy dental practice, most of us would love to offer that personal touch, but spending too much time with each patient on every case isn’t always feasible. That’s where DDS GP comes in.

Over the years, many tools have been developed to bridge this gap.  What started with drawings on tray tables, brochures, and posters eventually gave way to videos, and more recently, AI enhanced x-rays. These tools were all designed to make the process more understandable and efficient, but despite the advancements, patients often remain polite but confused. A nod of the head doesn’t always mean they’ve grasped the details of their treatment plan. It’s easy for patients to sit through a video or view a colorful digital x-ray, but without meaningful interaction, they don’t always walk away with a sense of true understanding or confidence.  

At DDS GP, we strongly believe the combination of easy-to-understand, customized illustrations, paired with meaningful interaction between the dental professional and the patient, is key to improving case acceptance. It’s not just about what the patient sees on the screen; it’s about the connection made when you’re sitting next to them, explaining the images and treatment options in a way that resonates with them. This type of interaction fosters trust, reduces anxiety, and makes patients feel confident in their decisions. By taking this approach, you’re not just presenting treatment—you’re building a relationship that sets the stage for a successful, long-term partnership.

After thoughtful testing, we chose drawings over photos or animations because they effectively convey dental problems and solutions without evoking fear. The images are clear enough to be recognizable as teeth, but they don’t include drills, needles, or anything that might make a patient uncomfortable. The result is a visual style that educates without overwhelming.

Another important design choice we made with DDS GP is not to include audio or voiceover in the app itself. That’s intentional. The moment a patient hears a recorded voice or watches a canned video, that narrator becomes the expert in the room—and the personal connection starts to fade. Instead, we want the real expert—you—to guide the conversation. You are the audio. Your words. Your empathy. Your ability to connect at the perfect pace for each individual patient.

The iPad becomes a tool, not a replacement. It keeps the focus where it should be: on a direct, face-to-face interaction between you and your patient. The device itself is not presenting the treatment at them, it's facilitating your conversation with them, side by side. That’s how trust is built.

Because often, it’s not money that stands between a patient and their dental health—it’s fear. And that fear dissolves when the patient senses a genuine connection, feels understood, and trusts the professional sitting beside them.

Dr. Marcus was the first to incorporate DDS GP into his own office, making many improvements based on real-world experience before ever releasing the app to other dentists. He was genuinely surprised at how quickly patients embraced the tool, and how dramatically it improved his ability to present treatment in a concise, understandable, and compassionate way. Case acceptance and production rose sharply.

Let’s be honest—implementation is everything. You can have the best tool in the world, but if it sits unused, nothing changes. In dentistry, it’s easy to fall back into old habits. We do the same procedures, see the same types of cases, work with the same team… and over time, that routine becomes normalized. We tell ourselves we’re too busy to try something new.

But DDS GP only makes your life easier if you actually use it. That means building new habits. Maybe hygienists use it during every exam. Maybe treatment coordinators bring it into every case discussion. Maybe you start using it chairside with every patient who needs treatment. Sure, it might feel awkward at first, but it quickly becomes second nature. And once it does, everything shifts: more clarity, more trust, more “Yes.”

As the usage of DDS GP rises, officers often decide to purchase additional iPads, because once everyone is using DDS GP and no one wants to wait their turn. They want it ready at a moment’s notice: in hygiene, in the operatory, in the consult room. The app becomes part of the rhythm of care, always within reach when the conversation turns to treatment. And don’t worry, your DDS GP subscription covers unlimited devices at your location!

This isn’t just another tool. It’s a new way to connect with patients—and the payoff is enormous.

So… are you ready? Or will it be you in this cartoon?

To install DDS GP, open the App Store on your iPad or iPhone and search for “DDS GP.” Once located, tap to download and install. If you’re viewing these instructions on your device, you can simply tap here to go straight to the listing. DDS GP will run on any iPad with system 18.0 or later (a list of cpompatible iPad is below). DDS GP is not available for Android devices. However, if you have a Mac computer with an Apple “M” chip, you can also install DDS GP via the Mac App Store. That said, we strongly recommend using an iPad, especially for patient-facing interactions.

Compatible iPads:

iPad (Standard)

• 7th generation (2019)
• 8th generation (2020)
• 9th generation (2021)
• 10th generation (2022)

iPad Air

• 3rd generation (2019)
• 4th generation (2020)
• 5th generation (2022)
• 6th generation (2024)

iPad mini

• 5th generation (2019)
• 6th generation (2021)

iPad Pro

• 11-inch (1st generation, 2018)
• 11-inch (2nd generation, 2020)
• 11-inch (3rd generation, 2021)
• 11-inch (4th generation, 2022)
• 12.9-inch (3rd generation, 2018)
• 12.9-inch (4th generation, 2020)
• 12.9-inch (5th generation, 2021)
• 12.9-inch (6th generation, 2022)

Most of DDS GP’s functions work without an internet connection, which means your patient presentations won’t be interrupted if WiFi goes down. However, an active connection is required when you want to share Treatment Plans, use the Treatment Plan Financial Worksheet, or access the Help section. If you don’t have WiFi in your office, you might want to consider a cellular-enabled iPad to ensure these online features are always available.

We intentionally chose the iPad as the platform for DDS GP after testing on multiple devices. It’s portable, clear, and user-friendly. For the best experience, especially when sharing visuals with older or visually impaired patients, we recommend using a larger iPad. Devices like the iPhone or iPad mini may be too small to comfortably share content during a treatment discussion. We generally recommend not using your personal devices so as to keep them private. Most offices will purchase iPads especially for the office, just like any other business machine. While the app also works on any Apple silicon Mac, the iPad still provides the most natural experience when sitting “shoulder to shoulder” with your patient.

Here is a list of compatible iPads:

iPad (Standard)

• 7th generation (2019)
• 8th generation (2020)
• 9th generation (2021)
• 10th generation (2022)

iPad Air

• 3rd generation (2019)
• 4th generation (2020)
• 5th generation (2022)
• 6th generation (2024)

iPad mini

• 5th generation (2019)
• 6th generation (2021)

iPad Pro

• 11-inch (1st generation, 2018)
• 11-inch (2nd generation, 2020)
• 11-inch (3rd generation, 2021)
• 11-inch (4th generation, 2022)
• 12.9-inch (3rd generation, 2018)
• 12.9-inch (4th generation, 2020)
• 12.9-inch (5th generation, 2021)
• 12.9-inch (6th generation, 2022)

You can install DDS GP on as many iPads as you’d like, as long as they’re all signed in with the same Apple ID used for the original purchase. Just open the App Store on any additional iPad and search for DDS GP. If you are already a subscriber you should see an icon of a cloud with an arrow pointing downward next to it. Simply tap that arrow to begin to download onto your additional iPad. If you do not see that cloud icon it likely means you’re not signed in with the correct Apple ID. If you continue with a different Apple ID, it will be treated as a separate purchase and subscription, so be careful!

If your iPad is not set to automatically update apps, you can check for updates manually. Open the App Store, tap your profile icon in the upper right, pull down to refresh the screen, and scroll to see if DDS GP appears under available updates. Tap “Update” if it does. We regularly release updates that add new features and enhance performance, so keeping the app current ensures you always have the best experience possible.

DDS GP is registered with Apple as an educational app. If you’re purchasing on behalf of an educational institution, you’re eligible for a 50% discount. Apple does have some requirements for this, so please email us for more information and we’ll help guide you through the process.

If you’re using DDS GP Yes! and receive a message that says, “The developer of this app needs to update it to work with this version of iOS,” don’t worry. Just contact us and we’ll transition you to the latest version of DDS GP. It includes all the same features you’re used to, except for the Homoly content, and there’s no charge for making the switch.

The goal of these instructions is not only to explain how to use DDS GP, but also to offer advice on how to be most effective in raising your case acceptance. As such, you will find narratives throughout that you might want to try with your patients. Each section includes a link to an audio podcast and also a video covering the same material—because while some people prefer reading, others like to listen or watch and follow along.

For the best learning experience, we recommend using the app on your iPad while viewing the instructions on a second device—either another iPad or a computer. From within the app, you can tap the question mark in the upper right hand corner of the screen to access these instructions. Better yet, if you’re on a PC or Mac, just visit www.DDSGP.com and click “Instructions” in the top menu. This way, you can actively use the app on the iPad while you learn it, making the process smoother and more hands-on.

DDS GP is designed to be easy to use, even if you’re not especially tech-savvy. Before diving into the demonstrations, let’s take a moment to get everything set up properly.

When you first launched the app, you were prompted to enter your practice and contact information. If you skipped that step, no problem. Just tap the Settings button (the gear icon) at the upper right to enter it now.

Start by entering your practice name. This will appear in the center of the title bar all the time when using the app, giving it a more personalized, professional look when presenting to patients.

Next, enter your first name, last name, and email address. This allows us to occasionally send you tips to help you get the most out of DDS GP, such as feature updates, usage ideas, or even a helpful video or two from Dr. Marcus based on his consulting experience. We never share or sell your information, and you can unsubscribe anytime (although we think you’ll want to stay in the loop).

Just below your contact details, you’ll also see your subscription status. Tap there to view or change your plan if desired.

As you scroll lower in the settings menu, you will see some additional items.

Refer a Friend: When one of your patients refers a friend to your dental office, it’s a great feelings because it means they trust you enough to recommend you to someone they care about. That’s exactly how we feel when you refer DDS GP to a colleague. Tap “Refer a Friend” to share the app with another dental professional. Just fill out the short form, and we’ll send them some information to get started. Your referral truly means the world to us—thank you!

Edit Plan Letter: If you plan to send Treatment Plans to patients, and we highly recommend you do, you can personalize the cover letter by tapping “Edit Plan Letter.” Each section can be customized by tapping the circled pencil icon. You may keep the default wording or make adjustments to reflect your practice’s tone.

Lock Orientation: We suggest keeping the app in landscape mode, which is the default setting. This gives you the most screen space for demonstrating Modules and drawing with your finger, making it easier to share visual information with patients. However, if you prefer portrait mode or having the orientation automatically react when you turn the iPad, you may choose that here.

FDI Numbering: DDS GP uses the ADA tooth numbering system by default, but if you prefer the international FDI system, you can switch to it with a simple toggle here.

Languages: DDS GP is currently available in multiple languages, including English, Catalan, Danish, German, Spanish, French, Italian, Japanese, Dutch, Portuguese, and both Simplified and Traditional Chinese. To change the language, just go to the main iPad settings app.

If you have questions or run into any issues, tap the circled question mark at the upper right-hand corner of the screen. From there, you’ll have access to these instructions, our growing video library, FAQs, and the “Contact Support” option. We recommend starting with these helpful resources, but if you still need assistance, we’re always glad to hear from you. You can submit a support request through the app or website (www.DDSGP.com), or call us directly at 858–722–8611. We look forward to talking with you!

The most essential part of DDS GP is the Modules. These are the visual demonstrations that help explain conditions and treatment options to your patients. To use a module, start by navigating to the one that’s appropriate for your case—using one of the methods outlined elsewhere in these instructions. Once you’ve selected a module, the first illustration will appear on screen.

You can move through the sequence of images using the Slider, which is a white circle on a line at the bottom of the screen. This works much like scrubbing through a video, letting you fluidly move forward or backward through the visual steps. If you prefer more controlled movement, you can tap the small double arrows at the bottom left or right of the screen to advance one image at a time.

As you explore the different Modules, you’ll find two general types: Diagnosis and Treatment. Diagnosis Modules typically begin with a healthy state and show the progression of a problem to a more severe condition. This lets you show your patient the current state of their problem, and what could happen if the issue is left untreated. Treatment Modules, on the other hand, illustrate the steps involved in restoring the tooth or area to health, offering a clear visual explanation of the recommended care.

Navigating between Modules is simple and covered in detail in other sections of these instructions. Regardless of how you get there, each module is designed to make complex dental information easier for patients to understand—supporting better communication and better decisions about their care.

DDS GP offers two main ways to navigate through the app: the Icon Menu and the Sidebar. Both provide access to the same tools and features, and you’ll naturally develop a preference for the one that feels most intuitive to you. You can switch between them using the icons located at the upper left corner of the toolbar.

To open the Icon Menu, tap the button that looks like twelve dots. To open the Sidebar, tap the icon just to the left of it—this one looks like a window with a Sidebar. You can also open the Sidebar by swiping inward from the left edge of the iPad screen.

If you’re using the Sidebar and want more space for the visuals, swipe left on the Sidebar itself or tap the Sidebar icon again to hide it. This allows the current module to expand and fill the entire screen. We recommend trying both menu types to see which works best for your workflow.

When the Sidebar is open, you’ll notice several tabs across the top: Categories, Library, Favorites, and Plan. The Icon Menu includes these same options, but presents them as large, easy-to-tap tiles. Each of these tabs is explained in more detail elsewhere in these instructions.

The Categories tab is available only when you’re using the Sidebar—it doesn’t appear in the Icon Menu view. In Icon view, each main category, such as Diagnosis, Treatment, Library, Favorites, My Demos, Treatment Plan Worksheet, and Education Center, is shown as a separate tile on the main screen. (Each of these categories is described elsewhere in these instructions.)

To access Categories in the Sidebar, tap the Categories tab at the top. You’ll then see folders for Diagnosis, Treatment, and other major content groups. All demonstration Modules are organized into these folders.

Tap any folder name to reveal its contents. Inside, you may find more subfolders—marked with black-and-white folder icons—and individual demonstration Modules, shown as color thumbnail images. Tap a module title to display it on the main screen.

At the top of the Categories list is a button that expands or collapses all folders at once. Expanding all folders can be especially helpful when you’re first getting started, so you can explore everything that’s available.

While viewing a module, you can tap the Sidebar icon in the upper left to collapse the menu and give more room to the visuals. This makes the screen cleaner and easier for both you and your patient to focus on the content. You can also swipe from the left edge of the screen to open or close the Sidebar at any time.

When you tap the Diagnosis button—whether from the Sidebar or the Icon Menu—you’ll see a folder open with several black-and-white icons. These represent different subcategories of dental problems, such as decay, periodontal disease, cracks, and more.

Tap on any folder to open it and view the demonstration Modules inside. You’ll see these Modules represented by colorful preview images. Each one tells a visual story—from health to disease—so your patient can understand what’s happening now and what could happen if the condition is left untreated.

Once you select a module, it will begin with a clear image of a healthy tooth or area. From there, you can use the Slider at the bottom of the screen—just drag the white circle along the line—to move through the stages of progression. Think of it like scrubbing through a movie. You can also tap the small arrows at the bottom corners to go forward or back one step at a time.

When you’re explaining the condition to your patient, we recommend a calm and honest approach—one that builds understanding and trust. Here’s an example of how you might walk someone through a cracked tooth:

“This first image shows a healthy tooth. As we move through the sequence, you can see how a crack can start small and gradually grow deeper over time. Right here—this stage—is where we are now. The crack hasn’t split the tooth in half, and the nerve hasn’t been affected yet, which is great. But as the crack gets closer to the nerve, the treatment becomes more involved. If it travels all the way down into the space between the roots—what we call the furcation—then unfortunately, even with all the technology and skills we have, we can’t save that tooth. That’s when people end up needing an extraction. But the good news is, we’re not there. We can fix this now and prevent it from getting to that point. Let me show you how we’d do that.”

This is also a great opportunity to use the Markup Tool to circle or underline parts of the image with your finger—this is covered elsewhere in the instructions, but it’s an easy and effective way to keep your patient focused on what matters.

Here’s another example: Let’s say the patient is missing a tooth, or is about to lose one. In this case, you can use the “Missing Teeth and Sequela” module, which visually explains what can happen in the surrounding area over time if the space is left untreated.

Here’s how you might narrate it:

“This first image shows what things look like right after a tooth has been lost. At this stage, nothing has really shifted yet, but that doesn’t last long. As we move forward through the images, you’ll see the neighboring teeth start to tip inward and the opposing tooth starts to move into the gap. Once that happens, it’s no longer just about a missing tooth—we’re now dealing with bite changes and misalignment. And correcting that may require full braces or other major treatment, just to reestablish the space before we can even think about replacing the tooth.

That’s why we like to step in early—before everything moves. The good news is, we’re right here, at this stage where we still have some really straightforward options. Would it be OK if I showed you a couple of ways we can fix this before it turns into a bigger issue?”

This not only helps your patient visualize the progression, but also invites collaboration. You’re not just telling them what to do—you’re bringing them into the process, showing both the concern and the opportunity for prevention.

As with the cracked tooth example, this is a great place to use the Markup Tool to highlight changes in tooth position or collapse of space. That visual reinforcement goes a long way, especially when people don’t realize how quickly these changes can occur.

All Diagnosis Modules follow this same structure—from healthy to unhealthy—and help you show the why before you talk about the what. We strongly recommend starting here before jumping to treatment. Instead of just saying, “You need a crown,” you’re showing the patient why the crown is needed. And when people understand the problem clearly, and why it’s so important to address it before it worsens, they’re far more likely to accept the proposed solution..

Too often, we skip the explanation and go straight to the fix. But defining the problem first—not just the treatment—shows respect for your patient’s intelligence and puts them in a better place to say yes to care.

When you tap the Treatment button—whether from the Sidebar or the Icon Menu—you’ll see a folder open with several black-and-white icons, just like in the Diagnosis section. These represent different types of dental procedures, such as fillings, crowns, implants, and more. Tap on any folder to view the available treatment Modules, which are shown as colorful thumbnail previews. Each module walks through the steps of a specific treatment, from start to finish, using clear visuals that help your patient understand exactly what will happen and why it’s necessary.

Once you select a module, it will begin with an illustration of the first step in the process. Use the Slider at the bottom of the screen to move through each stage of treatment, or use the arrows in the lower corners to advance one step at a time. As with Diagnosis, you can draw directly on the screen with your finger to highlight key areas using the markup tool, which is explained in more detail elsewhere in these instructions. For your convenience, if you are presenting to a patient while sitting across from them, you may tap the up/down arrow icon at the very left edge of the Slider to move it to the top of the screen so your hand doesn't obscure the module while you are operating the Slider.

When presenting a treatment option, we suggest narrating in a way that feels informative, hopeful, and compassionate. Let your patient know that you have a plan and that what you’re recommending is the best way forward based on what you’ve just shown them in the Diagnosis. For example, if you’ve just walked a patient through a cracked tooth that has not yet broken apart, you might say something like this:

“Here’s what we would do to fix that tooth before it gets worse. First, we remove the damaged or weakened parts and rebuild the internal structure of the tooth using a strong material—that’s what we call a core buildup. Then we place a crown on top, which protects the tooth and holds everything together. The goal is to restore your ability to chew normally and prevent the tooth from cracking further. Right now, it’s still something we can fix. But if we wait too long, the crack could go deeper and reach a point where the tooth can’t be saved—even with all the dental technology we have. The good news is that we’re catching it now, and we can take care of it before it becomes a much bigger problem.”

Or, if your patient is missing a tooth, and you’ve just shown the “Missing Teeth and Sequela” diagnosis module, you might transition into treatment by saying:

“Let me show you a great option for replacing that tooth. This is a screw-retained implant. We place a small titanium post into the bone to act as a new root. Then we attach a connector and place a custom-made crown on top that looks and functions just like a real tooth. What’s nice about this option is that it doesn’t depend on the teeth next to it—it stands on its own and helps preserve your bite and bone. Would it be OK if I walked you through what that looks like, step by step?”

These types of thoughtful, visual conversations can transform the way patients understand and accept treatment. They reinforce your role as a guide and a partner in their care—not just someone telling them what to do.

Tap the Library button to view all of the Modules in alphabetical order. This is a great way to quickly browse the full range of available Modules, especially if you already know the title or topic you’re looking for. Each item in the list is clearly labeled with its title, and the category it belongs to—such as Diagnosis or Treatment—is shown just beneath it in italics.

At the top of the Library screen, you’ll see a search bar. This is a powerful tool for quickly finding a specific demonstration. Just tap inside the search bar and type your search term using the on-screen keyboard. As you type, the list below will automatically update to show matching results. For example, entering the word crown will bring up every module that contains “crown” in the title or category—even if it’s not the first word.

Once you find the module you’re looking for, simply tap on its title to launch it. The on-screen keyboard will automatically close when the module loads. If you prefer to close the keyboard manually, tap the small keyboard icon in the lower right corner.

To clear your search results and return to the full list, tap the small X on the right side of the search bar. If you’d like to cancel your search entirely and return to browsing, just tap the Cancel button that appears next to the search bar.

We recommend familiarizing yourself with the search function ahead of time so you feel confident using it in front of patients—it’s a fast and efficient way to get exactly where you need to go.

The Favorites button lets you create a personalized list of Modules that you can easily access again and again. This is especially helpful when you find that certain Modules are frequently used in your practice.

To add a demonstration to your Favorites list, simply navigate to the desired demo via the Library or Categories view and tap to open it. Once the demonstration is open, tap the heart icon at the top of the screen. A small pop-up window will confirm that the demo has been added to your Favorites list, and the heart icon will turn red to indicate it’s been successfully saved.

You can easily customize your Favorites list to suit your needs. To change the order of your items, tap and hold on the demonstration you want to move, then drag it to the new position. This feature works whether you are using the Sidebar or the Icon Menu.

If you want to delete a demonstration from your Favorites list, tap the Edit button to enter edit mode. In the Sidebar view, tap the red minus button next to the item you want to remove, or in the Icon Menu, tap the red X. After tapping the button, confirm the deletion by selecting Delete.

By organizing your most-used Modules in Favorites, you’ll be able to quickly access them, saving time during patient visits and making your workflow even more efficient.

The Treatment Plan functions are an important part of your patient consultation. This functionality is discussed under its own heading later in these instructions.

The My Demos feature allows you to personalize DDS GP to fit the unique needs of your practice. Whether you prefer to take photos of your own treatment steps or use custom illustrations that you’ve created, this feature makes it easy to build personalized Modules that are available whenever you need them. You can access My Demos by tapping the “My Demos” item at the bottom of the Categories list, which will display all of your custom Modules. To create a new demo, tap the “Add New” button, enter a name for your demo, and then use the Slider’s buttons to add images in the order you want them to appear. You can add photos, illustrations, and other items by tapping the plus button, and remove items by tapping the trash can button.

Many doctors use My Demos for creative purposes such as sharing step-by-step instructions for cosmetic treatments, offering postoperative care guidance, and more. Each demo can contain as many images as desired. My Demos is a flexible tool that helps you bring your unique treatment approach to life, making it easier to communicate complex ideas to your patients.

If you need to delete a demo, simply tap the “Edit” button and select the item you wish to remove.

The Treatment Plan Worksheet functionality is discussed under its own heading later in these instructions.

The Education Center is your go-to place for all the help and resources you need to get the most out of DDS GP. Here, you’ll find a comprehensive collection of instructions, including both written and video versions, to guide you through the app’s features and functions. If you have any questions or need assistance, the Contact Us section allows you to reach out for support. Additionally, the FAQ section provides answers to common queries, helping you troubleshoot and find solutions quickly. We have exciting plans to expand the Education Center in the future, so be sure to stay tuned for new updates and helpful features!

The main toolbar sits just below the title bar and contains all the essential tools you will use during your consultations. This toolbar remains visible at all times while using the app, ensuring that you can easily access the functions you need. Below, each icon on the toolbar is explained in detail to help you navigate and use the app efficiently during patient interactions.

When you enter a module, additional toolbar buttons will appear that aren’t visible in the general app view. These buttons are specific to the module and provide tools tailored to what you’re working on. For example, you’ll see markup tools that let you draw directly on the image—ideal for highlighting areas of concern or outlining treatment zones. Other functions may include the Snapshots button, which lets you save the current state of the image (with or without markup) for later use in a Treatment Plan, and a clipboard icon to add the module to the Treatment Plan. These context-sensitive tools streamline your workflow, making it easy to capture, customize, and communicate key visuals during your consultation.

Mastering all the functions of the toolbar will make your usage of DDS GP fluid and enjoyable.

While it’s not required to enter a patient name to use the demonstration Modules in DDS GP, doing so is highly recommended for two key reasons. First, adding the patient’s name adds a personal, professional touch to your consultation. Even using just the first name helps make the interaction feel more individualized—something patients often notice and appreciate. Second, the name you enter here will automatically appear in the Treatment Plan PDF, which gives the document a more polished and complete appearance. If no name is entered, that field remains blank in the Treatment Plan, which can make it feel less personalized.

Similarly, entering a tooth or area is optional, but strongly encouraged. This becomes especially helpful when your consultation includes multiple diagnoses or treatments in different parts of the mouth. For the most accurate documentation, fill in the tooth or area before you add the first item to the Treatment Plan, and update it as needed before adding each additional module. If you’re just demonstrating a condition or procedure without saving it to a Treatment Plan, this step is less critical—but if you intend to generate or share a Treatment Plan, entering this detail helps keep everything well-labeled and organized.

To enter the patient’s name, tap the “Patient Name” field at the top of the app. A keyboard will appear so you can type the name. Some users enter the full name for documentation, while others use just a first name to keep the tone friendly and informal.

To select a tooth or general area, tap the “Tooth/Area” box. Scroll and select the option that best matches the module you’re working with. This detail is attached to the item in the Treatment Plan and can be updated between entries as needed.

At the far right of the Patient Name field is a small “X” icon. Tapping this will clear the patient’s name, the selected tooth/area, and any Treatment Plan items currently in progress. A confirmation pop-up will appear to make sure you really intend to reset the app. This button is meant to be used at the end of a consultation, once you’re ready to begin a new session with the next patient.



One of the most powerful and engaging features of DDS GP is the ability to draw directly on any illustration while showing it to a patient. This allows you to personalize each demonstration in real time—highlighting specific problem areas, clarifying proposed treatments, and emphasizing what’s most relevant to the individual. Patients often become more attentive and responsive when they see you mark up an image specifically for them.

Markup tools appear as a set of five icons in the toolbar whenever you enter a Module. Drawing is always active in these Modules, and you can begin immediately by using your finger or an Apple Pencil to draw directly on the screen. You can switch colors at any time to represent different treatment phases, concerns, or educational points. To change colors, tap the color selector in the toolbar and choose your desired pencil or highlighter. If you prefer a softer approach, tap the pencil icon to switch to the highlighter tool. This tool uses a semi-transparent, thicker line that’s ideal for drawing attention to areas without obscuring the image beneath.

If you make a mistake or want to revise your drawing, use the eraser tool to remove part of your markings just as you would with a pencil. For more precise adjustments, the undo button (a backward arrow) steps back one drawing item at a time—tap it multiple times to remove recent edits in reverse order. If you’d like to erase everything at once, tap the “X” icon. This will instantly clear all annotations from the screen, but be aware that this action cannot be undone.

To save your drawing, tap the “Add to Snapshots” button, represented by a filmstrip with plus icon. This captures the current illustration—complete with any drawings—and saves it to the Snapshots section of the app. It’s like a screenshot, but saved directly within DDS GP for future use. A brief confirmation message will appear when the Snapshot has been successfully added. Saving annotated illustrations is a great way to maintain continuity in patient care. For instance, you can revisit the exact same marked-up image in a future consultation, or include it in printed or emailed Treatment Plans. For details on how to access or manage your saved drawings, refer to the Snapshots section of these instructions.

If there’s a demonstration module you use often or want to keep handy, you can save it to your Favorites. This feature is especially useful for grouping commonly paired Modules—like Occlusal Decay and Composite Filling or Periodontal Disease and Scaling and Root Planing—so you can access them quickly during consultations. To add a module, simply tap the ♡ icon while the demo is on screen; once selected, the heart turns from black to red ❤️ indicating that it’s now in your Favorites list.

Because DDS GP includes such a large number of Modules, your Favorites view will likely become one of your most frequently used screens. It’s a good idea to add your top 10 or 15 go-to Modules to this list before seeing patients, so you can pull them up with a single tap. You can access your saved items through the Favorites icon in the Icon Menu or from the Favorites folder in the Sidebar.

Favorites can be customized to suit your preferences. In the Icon Menu, you can long-press any module tile to reposition it, and use the Edit button in the upper right to delete Modules by tapping the red X. In the Sidebar view, tapping the Edit button at the top enables you to drag and reorder items. To remove a module here, tap the red circle with a dash, then confirm by tapping Delete.

When you view a demo that’s already in your Favorites, the heart icon in the toolbar will appear red to indicate it’s saved. Remember, adding a module to Favorites doesn’t remove it from the main Icon or Sidebar views—it simply creates a convenient shortcut in your personalized list.

The clipboard icon on the toolbar adds the currently viewed module to the Treatment Plan. Please refer to the Treatment Plan section of these instructions for information on this powerful feature.

The filmstrip icon on the toolbar will enter the Snapshots section of the module. This is discussed thoroughly later in these instructions.

A Treatment Plan is not just about finances. It’s about treatment: diagnosis, and the steps required to fix a problem. It’s about understanding the severity of an issue and recognizing what might happen if it’s left untreated. Too often, practice management software simply provides a financial breakdown of treatment options and calls that a “Treatment Plan.” But that’s not what a Treatment Plan is. A Treatment Plan should focus on treatment—on the patient’s care, tailored specifically to their needs and supported by detailed visuals.

Why go through the effort of creating a Treatment in DDS GP when your office software already generates one? The reason is simple: this Treatment is truly about treatment. It’s personalized to the patient with specific images, illustrations, and a detailed diagnosis, helping them understand their condition and the necessary steps to resolve it. Unlike generic, financial-focused plans, DDS GP Treatment Plans are meant to inform, educate, and guide your patients through the process of care. This is the kind of Treatment Plan that will improve patient understanding and engagement, adding value to the proposed treatment and thus making it an essential part of every consultation.

The Treatment Plan in DDS GP provides a clear, visual summary of the diagnosis and treatment recommendations for the patient you’re working with. It’s designed to be easy to understand and simple to share. Each Treatment Plan is created as a PDF and can be printed using an AirPrint-enabled printer, emailed, or even texted—most commonly to a patient but also to your own practice management software. The sharing process is covered in more detail elsewhere in these instructions.

Every Treatment Plan includes a personalized cover letter, which you can customize in the app settings. It also includes the patient’s name, the involved tooth or area, and, if you choose, their electronic signature. The Treatment Plan features illustrations showing the diagnosis, adjusted to the level of severity specific to that patient, as well as any notes or Snapshots you’ve added. Proposed treatment steps are shown with up to four clear images. The final result is something the patient can refer to at home—or even share with family members—ensuring they feel informed and confident about their care.

To open the Treatment Plan, simply tap the Treatment Plan tile in Icon View, located in the bottom row, or find the Plan tab at the top of the Sidebar. At the start of a consultation, the Treatment Plan is empty, but it’s easy to build it “on the fly” by adding Modules as you walk through the case with the patient. The Treatment Plan view keeps a running list of the items you’ve added, making it simple to build, review, or modify it on the spot.

Before adding anything to the Treatment Plan, it’s helpful—but not required—to enter the patient’s name and select the appropriate tooth or area from the Tooth/Area menu for each item. These details will appear next to each module in the final Treatment Plan, helping to personalize it for the patient.

To create a new Treatment Plan, start by viewing a diagnosis or treatment module. You can add the module to the Treatment Plan at any time by tapping the clipboard icon in the toolbar. Begin by selecting the demonstration you want from the Library, Categories, or Favorites, and make sure it’s displayed in the main area. Once you tap the clipboard icon, a small pop-up will confirm that the item has been successfully added to the Treatment Plan.

In addition to adding Modules, you can also include up to four Snapshots in the Treatment Plan. To add Snapshot images, ensure you select the desired images in the main module window before tapping the clipboard icon. Only the Snapshot images you select will be included in the Treatment Plan. For more details on how to use Snapshots, refer to the Snapshots section of these instructions.

When adding Modules to the Treatment Plan, there are a few important guidelines to follow:

1. Progression of Disease Modules: If you are adding Modules from the diagnosis folder that show the progression of disease, the image added to the Treatment Plan will be the one currently displayed when you tap the clipboard icon. To select the best image, slide the progression Slider by touching and holding the white circle on the progression bar and moving it to the image that best demonstrates the level of severity. If the image has been marked up or drawn on, the markup will be included in the Treatment Plan.
2. Treatment Modules: For treatment Modules, the sequence of four images depicting the treatment steps has already been predetermined. Therefore, you do not need to adjust the Slider for these types of Modules. Simply tap the clipboard icon at any time to add them to the Treatment Plan.
3. Snapshot Images: When adding a demonstration that includes Snapshots, markups, or imported images, make sure to select up to four Snapshot images before tapping the clipboard icon. These images should be chosen in the main module window before they are added to the Treatment Plan.

Reordering items in the Treatment Plan is easy and flexible. To change the order of entries, navigate to the Treatment Plan in the Icon Menu of Sidebar, press and hold the item you wish to move, and drag it to the desired position. It’s common to reorder items for clarity, typically placing the diagnosis first, followed by the associated treatment. If you need to remove an item from the Treatment Plan entirely, perhaps due to a premature addition or a duplicate, you can do so by tapping “Edit” in the upper-right corner of the Treatment Plan window in the Icon View, then selecting the entry you want to remove. In the Sidebar, simply swipe the item left and tap the delete button. Throughout DDS GP, any demonstration saved in the Treatment Plan folder remains accessible from either the Icon View or Sidebar, with its location unchanged. You can jump to any module in the Treatment Plan by tapping.

Tap the pencil icon next to the specific Treatment Plan item to which you’d like to add notes. These notes will appear on the printed or emailed version of the Treatment Plan and will be linked only to that particular item. This is a great place to include additional details to personalize the Treatment Plan and ensure clarity for the patient. For example, you might note the sequencing of treatment steps, indicating the optimal order for procedures to achieve the best results. You can also add healing times for each treatment, helping the patient understand the recovery periods between steps. If there are any wait times between treatments or appointments, especially for follow-up care or additional procedures, you can include those as well. Treatment priorities are another important consideration; you may want to mark which treatments should be addressed first, particularly if there’s an urgent need for relief. Cost estimates for each treatment step can also be added, allowing the patient to prepare financially. Additionally, this section is ideal for including any patient-specific considerations, such as allergies, sensitivities, or previous treatments that may influence the proposed Treatment Plan. These notes help provide extra context, making the Treatment Plan more understandable and personal. Keep in mind that any edits, including notes, will only apply to this specific Treatment Plan and will be deleted when the app is reset for a new patient consultation, along with all other Treatment Plan items.

Once you’ve added the necessary Modules to the patient’s Treatment Plan, and you’ve edited and organized them appropriately, tap the “Send” button in the upper right corner of the Icon View or Sidebar. You’ll then be prompted to obtain the patient’s signature, which will be included on the Treatment Plan as an acknowledgment of their understanding of the proposed treatment. This signature is particularly important if the patient decides to refuse treatment, as it helps establish a legal record of the conversation. If you prefer not to capture a signature, simply tap “Skip.”

Afterward, you will have multiple options for sharing the Treatment Plan, including via email, text, or print. Most users will print a copy to an AirPrint-enabled printer, which can be attached to the Treatment Plan Worksheet generated within DDS GP (see the Treatment Plan Worksheet section for further details). An electronic copy is typically sent to the patient for follow-up and to the office’s computer system, where it can be stored in the patient’s paper or electronic chart. The cover letter included with your Treatment Plan will be based on the one you’ve customized in the app’s Settings, which is explained in the Initial Setup section of these instructions.

There are several straightforward methods to add your Treatment Plans and signed worksheets to your office system.

One option is using iCloud Drive, which works seamlessly on both Mac and Windows. For Mac users, go to the Apple menu, select System Settings or System Preferences, then choose Apple ID and click iCloud. Ensure iCloud Drive is turned on, and click “Options” next to iCloud Drive to select the folders or apps you’d like to sync. Once set up, your files will appear in Finder under iCloud Drive.

For Windows users, download iCloud for Windows from the Apple website or Microsoft Store. After installation, sign in with your Apple ID, check the box for iCloud Drive, and click “Apply.” A new folder called iCloud Drive will show up in File Explorer, where you can access your files just like any other folder. After setup, you can save your Treatment Plan directly to iCloud Drive from the Files app on your iPad when sharing a Treatment Plan.

Another option is to use a file transfer service like Snapdrop, which is an AirDrop alternative. Open snapdrop.net on both your iPad and PC in a browser, and you can wirelessly transfer files between devices connected to the same Wi-Fi network.

The simplest method, requiring no setup, may be to email or message the Treatment Plan. Just as you would when sharing a Treatment Plan with a patient, you can send the Treatment Plan to your office email and open it on your office computer.

Once the Treatment Plan is on your office computer, you can use the import function in your practice management software to add the PDF to the patient’s chart.

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 bundled treatment being presented—not just a single procedure like “#3 crown.” For guidance, refer to the Bundling topic in the app, which offers tips on how to phrase Treatment Plans in a way that’s patient-friendly.
• Total Case Fee (UCR) – Enter the standard fee for the full Treatment Plan here—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 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.  

For additional personalization of the Treatment Plan Worksheet, the user can add notes by selecting the Add Notes section to include any relevant comments regarding the treatment or patient. 

When the worksheet is complete, the patient may sign it directly on the iPad, after which the form can be printed using an AirPrint-enabled printer or shared via email—just as you would with a Treatment Plan. Some offices prefer to print the worksheet before the patient signs, as the act of putting pen to paper can feel more like a contractual agreement and carry more perceived weight. In that case, once the patient signs the printed worksheet, scan it into your practice management software and give the patient their signed copy. This process promotes clarity, accountability, and a more confident financial conversation.

When the worksheet is complete, select “Start Over” to reset the process and begin preparing the worksheet for the next patient. 

This structured approach helps clarify financial expectations, builds trust with patients, and improves patient commitment, resulting in smoother financial interactions.

This section explains how to use the Treatment Plan Financial Worksheet when presenting a case to a patient without dental insurance. The worksheet, found on the app’s Icon Menu or Sidebar, is designed to simplify financial discussions by providing a clear, concise overview of the treatment cost. Many practices prefer to complete the worksheet in advance and provide a printed copy for the patient to review and sign. A handwritten signature is often perceived as more personal and meaningful than a digital one, and providing the patient with a signed copy reinforces their understanding and commitment. The signed worksheet should then be scanned into the practice management software for documentation.

To begin, enter the patient’s name and a description of the Treatment Plan. This description should reflect the entire bundle of treatment rather than listing individual procedures (for example, “Upper right quadrant treatment” rather than “Crown on #3”). Next, enter the total case fee using your office’s UCR (Usual, Customary, and Reasonable) fee schedule. This should represent your standard full fee. Then, select “none” from the insurance status dropdown to indicate that the patient has no dental coverage. Once this is selected, additional relevant options will appear.

Next, determine if the case qualifies for a prepayment discount. If the practice policy allows a discount for full prepayment on Treatment Plans above a certain amount (e.g., $2,000), this discount can be applied to the patient’s balance. For example, a 5% discount on a $3,500 case would reduce the patient’s balance by $175, bringing the total to $3,325. Offering this discount encourages immediate payment, which can improve accounts receivable and reduce cancellations by fostering a psychological commitment. In the event of a cancellation, any prepayment should be refunded, but offering such a discount typically decreases the likelihood of cancellations.

When working with patients who have insurance but are out-of-network, clear communication about costs and payment options is essential. The first step is to enter the patient’s name and a description of the Treatment Plan (e.g., fillings or other procedures). It is helpful to bundle procedures when entering this information, as this approach ensures a streamlined and accurate presentation of the Treatment Plan. The case fee should be set according to the practice’s usual, customary, and reasonable (UCR) rates, as this is the fee applied in out-of-network cases, even though the insurance provider may reduce the amount they cover.

In the Dental Insurance dropdown, select “Out of Network.” This selection will prompt additional fields to appear, allowing the user to input the estimated insurance payment. Practice management software can assist in generating these estimates. For example, if the insurance is expected to pay $1,000, this amount should be entered. It is important to avoid using terms such as “maxes out” when discussing insurance payments with patients, as this language may cause confusion. Instead, focus on recommending the necessary treatment for the patient’s health, regardless of insurance limitations.

Next, determine if the case qualifies for a prepayment discount. If the practice policy allows a discount for full prepayment on Treatment Plans above a certain amount (e.g., $2,000), this discount can be applied to the patient’s balance. For example, a 5% discount on a $3,500 case would reduce the patient’s balance by $175, bringing the total to $3,325. Offering this discount encourages immediate payment, which can improve accounts receivable and reduce cancellations by fostering a psychological commitment. In the event of a cancellation, any prepayment should be refunded, but offering such a discount typically decreases the likelihood of cancellations.

When working with in-network (PPO) patients, it is important to clearly communicate treatment costs and the patient’s financial responsibility. The Treatment Plan Financial Worksheet provides a clear, step-by-step approach to help navigate this process. To begin, enter the patient’s name, the reason for the Treatment Plan (whether it’s for a full Treatment Plan or a specific procedure), and the total UCR (Usual, Customary, and Reasonable) fee. While you won’t charge this amount to insured patients, including the UCR fee is essential for building a comprehensive explanation for the patient and to highlight the cost savings from their insurance coverage. Once you select the in-network insurance option, additional fields specific to in-network insurance scenarios will appear. These fields will allow you to accurately reflect the financial adjustments based on the patient’s insurance.

Next, enter the fee after the insurance plan’s discount has been applied. For example, if your standard crown fee is $1,500, but the insurance fee schedule allows only $900, enter $900 as the reduced fee. This field should reflect the new, lower fee that the insurance has determined, rather than the discount amount itself. Enter the amount you estimate the insurance will pay. For example, if the insurance is expected to cover $450, input that amount. The worksheet will automatically calculate the patient’s out-of-pocket cost and display their total savings. This breakdown is important for the patient to see, so ensure you highlight the savings when presenting the Treatment Plan. Additionally, use the “Add Notes” section to personalize the worksheet for the patient. This could include appointment reminders, instructions for follow-up steps, or additional context about the treatment. Personalizing the Treatment Plan helps ensure that the patient feels that it is tailored to their individual needs.

Before requesting a signature, review the financial details with the patient. For example, you might say:

“Your treatment fee totals $3,560, but with your insurance, you’ll only be responsible for $1,490, which is a savings of over $2,000, or 58%. This is excellent coverage, and I’m glad we can offer you such significant savings. Let’s go ahead and finalize everything today, and we’ll get your appointment scheduled. It will take two visits to complete the treatment.” 

This approach sets clear financial expectations, highlights the value of the patient’s insurance, and positively frames the conversation. 

In DDS GP, a Snapshot is an image you can capture and save within the app, either from one of the built-in demonstration illustrations or by importing photos from your iPad’s photo library or camera. These images can be drawn on or annotated just like the standard demos, then saved for use during the current consultation or future consultations.

Snapshots are stored in a dedicated section within each demonstration module, so they stay organized and easy to find. You can add as many custom Snapshots as you like to any demonstration. Some Modules also come with built-in “stock” Snapshots—preloaded example images included in the app. These stock Snapshots cannot be deleted, but you can still draw on them or add your own to expand the collection.

One unique and popular use of Snapshots is capturing an image of your computer screen. Many users will simply point the iPad’s camera at an image shown on their desktop monitor, such as an intraoral photo, and take a picture. This Snapshot can then be marked up directly within DDS GP. It’s a great way to avoid switching between screens or devices during a consultation, allowing you to annotate and explain everything in one place while keeping the patient’s focus on a single display.

Snapshots are a powerful tool to clarify complex concepts and make consultations more personalized and effective. You have full control over which images are included in the Treatment Plan, ensuring that only the most relevant visuals are printed or shared. Whether you’re highlighting specific conditions, showing before-and-after treatment visuals, or referencing previous visits, Snapshots help strengthen communication and improve patient understanding. Any Snapshots or images you’ve added will remain available within the current demonstration unless you choose to delete them.

To capture a Snapshot of your current demonstration screen, tap the film icon with a + in the middle, located near the markup tools in the toolbar. This will save the current screen, including any annotations, into the Snapshots section of the app.

Once you’ve added a Snapshot, you can access it by tapping the film roll icon (which looks like a film reel) located in the upper right corner of the toolbar, near the Favorites and Plan icons. This will open the Snapshots section, a separate area where you can manage and view your Snapshots.

In the Snapshots section, you can continue to use the same markup tools, such as colors, highlighters, and erasers, to edit or annotate your saved Snapshots. If you want to keep both the original image and your marked-up version, tap the film icon with a + again in the Snapshots section to capture a new version. This way, you can have both a clean Snapshot and a marked-up version for future use.

You can easily take a photo in real time using your iPad’s built-in camera—just tap the camera icon in the toolbar.. This instantly adds a new image to your current demonstration, ready for markup using the full set of annotation tools. It’s an incredibly flexible feature: you can capture clinical photos, real-world reference images, or even take a photo of the patient themselves, which is especially helpful when discussing cosmetic concerns or facial esthetics.

One of the greatest strengths of this tool is that it keeps the entire conversation centered on a single device. Instead of dividing the patient’s attention between a distant computer monitor and the iPad in their hands, everything happens on the screen that’s already in front of them. This reduces distraction, maintains engagement, and creates a more personal, focused interaction.  This is particularly valuable when explaining sensitive topics or presenting visual treatment options. You can highlight, draw, or point to areas of concern directly on the image, and if you’d like to preserve both a clean version and an annotated one, you can save multiple Snapshots along the way. This streamlined process enhances clarity, supports understanding, and strengthens the overall impact of your consultation.

In addition to capturing images on the spot, you can also import existing visuals directly from your iPad’s photo library. Tap the pictures icon in the toolbar to access your stored images. This could include clinical photographs, x-rays, before-and-after cases, or any reference material you’ve saved to your device. Select the images you’d like to use—just be sure to tap them in the order you want them to appear—and then tap “Done” to confirm.

Once imported, these images function just like any other visual in DDS GP: you can annotate them, add them to Treatment Plans (up to four), and save or delete them as needed. This is especially useful if you have go-to educational visuals or patient-specific images you’d like to keep on hand for repeated use. It’s also a powerful way to maintain continuity across consultations—revisiting an image that was previously marked up can help reinforce a message, track progress, or revisit a prior recommendation. Just note that imported images are saved within the current demonstration only; they won’t carry over to other demos, so if you want to use them again elsewhere, you’ll need to re-import them.

This seamless integration of your own media keeps the focus on your conversation and supports a more personalized and professional presentation, all from the comfort of a single screen.

To delete a Snapshot, first tap its thumbnail to make it the active image. Then tap the trashcan icon in the upper right corner of the window and confirm that you’d like to delete it. Once deleted, the image will be permanently removed from the current demonstration.

Remember that Snapshots are only stored within the specific demonstration in which they were created. If you’d like to use a Snapshot in another demo, you’ll need to capture or import it again in that context.

Stock images included with DDS GP cannot be deleted, but they can be freely annotated, layered with your own images, and incorporated into patient consultations. Think of them as reusable templates that you can customize as needed for each patient discussion.

To include a Snapshot in a Treatment Plan, first make sure the image you want is active (visible on screen). Then tap the clipboard icon in the upper right corner while in the Snapshot view. When a Snapshot is included in the Treatment Plan, two things happen: a green circle appears on its thumbnail, and the clipboard icon itself turns green. This lets you easily see which Snapshots are selected for the Treatment Plan.

To remove a Snapshot from the Treatment Plan, just tap the clipboard icon again.  The green indicators will disappear. You can include up to four Snapshots per Treatment Plan.

This is a powerful way to personalize Treatment Plans and help patients visualize their care.

(notes here)

Version 9.0 includes a wide range of improvements to the app, many of which are in response to your requests.

• Full Screen Viewing: You can now tap the sidebar button on the toolbar to hide or show the main menu. When the menu is hidden, the module will automatically be centered on the screen to allow more room for your annotations. Tap the sidebar button again to show the menu.

• Toolbar: the toolbar has been entirely reimagined with all new icons and a consolidated interface. Your practice name as well as the name of the active module now appear on the upper toolbar so you can easily see which demonstration is selected.

• Drawing: adding your personal notes and drawings to modules has been significantly improved. You can now choose any color pen and draw on the entire screen. The highlighter now defaults to yellow but can be changed to any color you wish. The undo functionality has been improved.

• Favorites: a new heart icon appears on the toolbar. When the currently selected module is on the Favorites list already, the heart will be red. You may tap the heart to add any module to favorites.

• Categories List: the categories list has been updated to a simpler and faster functionality. There is a new close all / open all folders button.

• Slider: the image controller (“Slider”) has been reimagined so it no longer blocks a portion of your module. It may now be positioned at the top or bottom of the module to facilitate demonstration if you are sitting next to the patient or across a desk. It has also been made more responsive and smoother.

• Snapshots (formerly Tray): the snapshots functionality has been entirely rewritten. It is now easier to identify which images will be included in the plan, all of the drawing tools from the main modules are now available, and you may import multiple images at once. The Snapshots area is also much larger to make it easier for patients to see what you are demonstrating.

• Notifications: a small popup window will now notify you when you have added an item to the Plan or Favorites.

• Treatment Plan Letter: The TP Letter has been redesigned to be easier to read by patients and have less wasted paper when printed. It may now be sent by email, text, AirDrop, or other methods. The interface for editing the cover page has been improved.

• Add Your Own Module: you can now add multiple images at once, delete photos, and define which images appear on your treatment plans.

• Orientation Lock: the app may now be used in portrait or landscape orientation. You may use the settings menu to lock the app in either portrait or landscape, or allow the app to respond to the way you are holding the device.

• Light/Dark Mode: the app now supports your system setting of light or dark mode.

• Text Size: the main menu now supports your selected text size in the System Settings.

• iPhone: the full functionality of the app is now available on iPhone in addition to iPad.

• Help: the help function has been entirely rewritten and is now accessible at any time from the app.

• Various other minor improvements, performance enhancements, and bug fixes.