Case Closed Pro.

Archives: Plans

  • Tier 1 —

    Tier 1 —

    • 2 Admin Users
    • All eleven (11) funding methods
    • Standard practice branding on payment plan PDF
    • Before/after image catalog — attach images by procedure type
    • Lead capture — patient contact info and complete funding breakdown
    • Automated email nurturing sequences by treatment type
    • Basic dashboard — usage and patient engagement tracking
    • Pre-recorded onboarding and team training videos
    • Curated patient education library

    Best for

    Solo practitioners and single-location practices presenting high-dollar treatment plans who want a proven closing tool their team can use immediately.

  • Tier 2 —

    Tier 2 —

    • Everything in Tier 1, plus:
    • 5 Admin Users
    • Full white-label branding throughout the entire calculator interface
    • AI-generated “after” smile image from patient’s own photo — printable on payment plan PDF
    • Customizable nurturing sequences — messaging, timing, and content
    • Advanced analytics dashboard — conversion tracking by funding source with exportable reports
    • Customizable funding sources — add or remove up to three payment methods

    Best for

    Single and multi-location practices presenting complex high-dollar cases who want a fully branded patient experience and deeper insight into what’s driving case acceptance.

  • Tier 3 —

    Tier 3 —

    • Everything in Tier 2, plus:
    • Unlimited practice locations
    • Unlimited admin users
    • Centralized management dashboard across all locations
    • Location-specific branding and customization
    • Custom integrations with practice management software
    • Enterprise-level analytics and reporting
    • White-glove onboarding with live team training
    • Priority phone support

    Best for

    Multi-location practices, DSOs, and dental groups who need a scalable, fully integrated closing system across their entire organization.