Help patients understand treatment—and confidently move forward
caseMax turns complex treatment plans into clear, visual presentations that support better understanding, more productive conversations, and stronger decision-making.
Transform treatment hesitation into confident patient decisions
When patients say “let me think about it,” they often want care—but don’t fully understand the recommendation or how it fits into their life. Traditional treatment presentations rely on clinical explanations that can overwhelm rather than educate, leaving patients uncertain instead of confident.
caseMax helps close this understanding gap by turning complex treatment information into clear, visual, and patient-friendly presentations. By combining education, structure, and financial context, caseMax supports more productive conversations and more confident next steps.
AI-powered case presentations
caseMax automatically generates personalized treatment presentations using patient-specific information. These presentations translate clinical findings into clear, visual explanations that help patients better understand their condition and the recommended path forward.
Visual treatment planning integration
caseMax integrates with digital treatment planning tools to display before-and-after visuals, treatment timelines, and procedure explanations. This visual context helps patients see what treatment involves and what outcomes to expect.
Personalized patient education
Educational content is tailored to each patient’s situation, helping address common questions, concerns, and decision barriers in a way that feels relevant and easy to follow.
Instant financing integration
Financial options are presented alongside treatment explanations, allowing patients to understand available payment approaches as part of the overall conversation—without delaying or fragmenting the discussion.
AI-powered case presentations
caseMax automatically generates personalized treatment presentations using patient-specific information. These presentations translate clinical findings into clear, visual explanations that help patients better understand their condition and the recommended path forward.
Visual treatment planning integration
caseMax integrates with digital treatment planning tools to display before-and-after visuals, treatment timelines, and procedure explanations. This visual context helps patients clearly see what treatment involves and what to expect.
Personalized patient education
Educational content is tailored to each patient’s situation, helping address common questions and concerns in a way that feels relevant, respectful, and easy to follow.
Instant financing integration
Financial options are presented alongside treatment explanations so patients can understand available payment approaches as part of the same conversation—without delaying or fragmenting the discussion.
Objection handling assistant
caseMax supports treatment coordinators with structured guidance for common patient questions and concerns. Visual explanations and financial context help conversations stay clear, professional, and productive.
Progress tracking & follow-up
caseMax helps teams track pending treatment decisions and organize follow-up communication with additional education and reminders that support thoughtful decision-making.
Case acceptance analytics
Gain visibility into how treatment presentations perform across providers, case types, and presentation approaches. These insights help practices refine communication strategies over time.
Ready to improve how treatment plans are understood and discussed
AI case plans
$497/month per user
Starter
Designed for solo practices presenting treatment plans regularly
Supports clear, visual case presentations for consistent communication
Helps standardize how treatment is explained across visits
Ideal for practices looking to improve clarity without added complexity
$797/month per user
Professional
Built for multi-provider practices managing more complex cases
Supports advanced visual presentations and structured discussions
Improves consistency across providers and treatment coordinators
Includes deeper insight into presentation effectiveness
Custom
Enterprise
Designed for multi-location or specialty practices
Custom presentation templates and workflows
Centralized visibility with location-level flexibility
Tailored onboarding and ongoing support
Why caseMax vs. traditional case presentations
Traditional case presentations focus on delivering information. caseMax focuses on helping patients understand it.
- One-size clinical explanations → Clear, patient-friendly narratives
- Static treatment plans → Visual, guided treatment discussions
- Manual preparation → Streamlined, consistent presentations
- Delayed financial conversations → Integrated financial context
- Guessing patient concerns → Structured support for common questions
Implementation
caseMax is configured to align with your treatment philosophy, workflows, and team structure. Setup focuses on clarity, consistency, and ease of adoption—without disrupting how your practice operates.
What’s included:
- Presentation template customization
- Workflow and presentation setup
- Financial context configuration
- Performance tracking setup
- Team onboarding and guidance
Integration
caseMax works alongside the systems your practice already uses to support a smooth flow from diagnosis to discussion. Information is brought together to support clearer treatment conversations.
Supported integrations:
- Treatment planning tools
- Digital imaging systems
- Patient education content
- Payment and financing platforms
Security & Compliance
caseMax is designed with structured access controls and secure data handling practices to support responsible use during treatment discussions.
Key safeguards:
- Controlled access permissions
- Secure treatment information handling
- Protected financial discussion workflows
- Encrypted data transmission
Training & Support
Teams receive structured onboarding and ongoing guidance to ensure caseMax is used confidently and consistently across providers and coordinators.
Support includes:
- Presentation training for clinical and coordination teams
- Guidance on handling common patient questions
- Financial conversation best practices
- Ongoing support as workflows evolve
Frequently asked questions
How quickly will teams notice an improvement in treatment conversations?
Patients often respond positively as soon as presentations become clearer and more visual. As teams use caseMax consistently, practices typically notice smoother conversations and fewer stalled decisions over time.
Will caseMax work for different types of dental treatments?
Yes. caseMax is designed to support a wide range of treatment types, from routine care to more complex procedures. Presentations adapt based on the treatment plan and patient context.
Can caseMax help with treatment coordinator training?
Yes. caseMax supports coordinators with structured presentation guidance, visual explanations, and best-practice workflows that help build confidence and consistency during patient discussions.
How does the financing integration work?
caseMax presents available payment and financing options alongside treatment explanations. This allows financial considerations to be discussed naturally as part of the overall treatment conversation.
Create clearer treatment conversations patients can feel confident about
When patients understand their treatment options, decisions become easier and conversations become more productive. caseMax helps practices present care in a way that feels clear, visual, and supportive—without pressure or confusion.
Contacts
info@dsmsolutions.ai
(856) 378-1269
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