SaaS for specialty dental practices

Quote phased treatment with confidence.

PhaseSure verifies specialty dental benefits and models patient responsibility across the full treatment timeline—so your team can present a clearer number at consult.

Start with 10 recent case estimates. No fabricated ROI, no generic software demo—just the gaps in your own numbers.

PhaseSure hero

TreatmentIQ output

One consult-ready schedule for every treatment phase.

What to expect

Clear promises for a high-stakes estimate.

01

Specialty first

Built around orthodontic and multi-visit cases—not repurposed from single-appointment copay checks.

02

Transparent assumptions

Your team can see the plan rules and treatment timing behind each projected responsibility amount.

03

Unlimited re-checks

Flat monthly pricing lets staff update a case when timing or benefits change without another verification fee.

TreatmentIQ

Beyond eligibility. Through every phase of care.

PhaseSure turns fragmented benefit details into a treatment timeline your financial coordinator can use at the moment a patient is deciding.

Core model

Project benefits across 12–36 months.

TreatmentIQ sequences expected treatment against lifetime orthodontic maximums, annual maximum resets, waiting periods, and known downgrade rules. The result is a phase-level estimate instead of a misleading today-only answer.

Benefit checks tied to treatment timing
Patient and expected insurance amounts by phase
Visible assumptions for staff review

Verify the benefits that shape the case

PhaseSure captures eligibility, lifetime orthodontic maximums, annual limits, waiting periods, downgrades, and other plan rules that generic same-day checks miss.

Model the full treatment timeline

TreatmentIQ applies plan rules across 12–36 months, including benefit resets and phase sequencing, so coverage is projected when care actually occurs.

12–36

Months modeled across a treatment timeline

Unlimited

Verifications included with every plan

10 cases

Reviewed in your complimentary accuracy audit

Flat monthly pricing

Re-check the case, not the invoice.

Every plan includes unlimited benefit verifications for one location. Case-volume limits apply to newly modeled treatment plans each month.

Essential

For focused specialty practices starting with PhaseSure.

$299/month per location

  • Up to 40 new cases per month
  • Unlimited benefit verifications
  • Phase-by-phase responsibility schedules
  • Email support
Request an audit
Best for one location

Practice

For established single-location specialty teams.

$499/month per location

  • Up to 100 new cases per month
  • Unlimited benefit verifications
  • Annual reset and waiting-period modeling
  • Priority onboarding and support
Request an audit

Scale

For high-volume locations and growing groups.

$899/month per location

  • Up to 250 new cases per month
  • Unlimited benefit verifications
  • Team reporting and workflow review
  • Dedicated implementation support
Request an audit

Multi-location groups and DSOs can request consolidated pricing and implementation planning.

Practical details

Before you bring PhaseSure into the consult.

Start with evidence

Find the gap in your last 10 estimates.

We’ll compare what your team quoted with what insurance ultimately paid, then show where treatment timing and plan rules changed the number.