The clinical work is done. The commercial process is only beginning — and it is usually the least structured part of the operation.
A treatment plan is not a conversion; it is the start of a decision the patient makes over days or weeks, often while comparing clinics in three countries. PFI treats plans as tracked objects with a state, an owner and a value, so the clinic can see which decisions are still open and what they are worth. PFI does not create treatment plans and does not provide medical advice — the plan remains the clinician's work.
Nine steps that decide whether clinical work becomes treated patients.
The clinical decision is documented as a structured proposal with staging and duration.
Commercial terms are sent alongside the plan and logged against the case.
Answered, partially answered or silent — each one triggers a different next action.
Materials, duration, number of visits, guarantees, travel. Captured, not scattered.
Price, timing, trust, alternatives. Recorded so the next contact is informed.
Scheduled contact at the interval the clinic defines, with the objection in context.
Yes, no or postponed — every open plan is pushed toward an explicit outcome.
Commitment confirmed with a clear, short payment path.
Clinical dates confirmed against capacity and travel.
Created, sent, answered, unanswered, postponed, booked — plus the treatment value attached to each state.
Open treatment value shows the commercial size of the undecided pipeline, not just the count.
Every sent plan carries an owner and a next contact date, so silence is surfaced instead of tolerated.
Reviewed cases converted into documented plans.
Plans actually delivered to the patient.
Plans that received a patient reply.
Plans with no decision yet.
Open plans contacted within their interval.
Agreed patients who completed a deposit.
Plans converted into confirmed bookings.
Mean value of booked dental treatments.
Treatment value represented by undecided plans.
Sample Data
Treatment-plan conversion is operated in PFI and measured in PFI Plus. No separate dental product is required.
No. Clinical evaluation and treatment planning are performed by your clinicians. PFI structures delivery, follow-up and measurement around the plan.
A plan that has been sent and has not reached an explicit decision — yes, no or a dated postponement.
Because 78 open plans and €326,000 of undecided value lead to different priorities, even though they describe the same cases.
Plan states are produced by operating in PFI; PFI Plus turns them into conversion and value reporting.
Model plan volume, response and booking rate with your own numbers.