Modern Treatment Planning and Insurance Verification Software

Automate benefit & insurance verification, copay calculations, and treatment plan generation.
Email your treatment plans with a click of a button.

HIPAA Compliant
5-Min Setup
Cloud-Based
Multi-Patient Support

How It Works

Understand how Openbook revolutionizes your Insurance Verification and Treatment Plan workflow

Instant Benefit &
Insurance Verification

Instantly verify up to 500 patients at once for eligibility, and instantly pull their benefit breakdowns. No more manual calls or waiting for verification.

Automated Copay Calculations

Automatically calculate up to 500 precise patient copays at once— no manual math or effort required.

Professional Treatment Plan Generation

Generate branded treatment plans with your practice information. Customize templates, colors, and content to match your brand.

Either print them out or email them with a click of a button.

Clear Benefits for Your Practice

Transform your treatment planning process and improve patient experience with measurable results

Save Significant Time

Eliminate manual insurance verification calls and copay calculations. What used to take 15-20 minutes per patient now takes under 2 minutes.

Increase Treatment Acceptance

Create professional treatment plans with accurate pricing in seconds, not hours—ensuring patients receive immediate documentation and understand their treatment costs clearly.

Reduce Staff Workload

Automate repetitive tasks like benefit verification and treatment plan creation, freeing up staff for patient care.

Eliminate Calculation Errors

Automated calculations ensure accurate copay estimates every time, reducing patient disputes and improving trust.

Optimize Revenue Cycle

Accurate estimates and clear communication reduce payment delays and improve collection rates significantly.

Improve Patient Trust & Communication

Clear, transparent treatment plans with detailed cost breakdowns build patient confidence and reduce hesitation about recommended procedures.

Your Day with Openbook

See how Openbook seamlessly integrates into your practice workflow from morning prep to patient follow-up

Before Patients Arrive

Morning Preparation

Start your day by batch-verifying insurance for all scheduled patients. Get benefit breakdowns and calculate copays for planned procedures in minutes, not hours. You can even do all your patients for the week or month way in advance too.

  • Verify up to 500 patients at once
  • Auto-calculate copays for scheduled procedures
  • Pre-generate treatment plans for consultations
  • Flag any insurance issues before patients arrive
During Patient Visits

Real-Time Treatment Planning

When additional work is discovered during examinations, anyone on your team—including clinical staff—can instantly generate accurate treatment plans and copay calculations.

  • Instant copay calculations for additional procedures
  • Professional treatment plans ready in under 2 minutes
  • Even clinical staff can create treatment plans chairside - no visit interruptions!
After Patient Visits

Seamless Follow-Up

End your day by sending professional treatment plans directly to patients via email. Bulk send to multiple patients or customize individual communications.

  • Email treatment plans with one click
  • Bulk send to multiple patients simultaneously
  • Automated personalization with patient details
  • Secure PDF links for easy patient access
15-20min
Traditional process per patient
Under 2min
With Openbook

Ready to Transform Your Office?

Join dental practices already using Openbook to streamline their workflow, improve patient communication, and increase treatment acceptance rates.