Dental Treatment Plan Quote with Visits, Acceptance and Payments

Dental Treatment Plan Quote is an offline app (one HTML file in a zip). You keep a price list of procedures. For a patient you build a plan: each line is a procedure, the tooth or area, the visit it belongs to and the quantity. The app adds up the fees, applies a plan discount, adds VAT only on the procedures you flagged, prints a quote with the fees by visit, and later tracks who accepted, who declined, who has not answered, and what each accepted patient has paid.

The problem it removes: Patients ask for a written price for a plan that spans several visits. The receptionist adds it up on a calculator, writes it on paper, nobody remembers to follow up, and later nobody can say how much of an accepted plan has been paid. Discounts are given at the desk without a record. This app prices the plan from one list, prints it, and keeps the follow up and the payments together.

What is inside:

• A procedure price list with code, category, fee and a VAT flag for the ones that carry VAT
• Treatment plans with lines by visit, a fee for this patient when it differs from the list, a plan discount and automatic totals by visit
• A discount limit you set: a bigger discount needs a note on who allowed it
• Status Draft, Offered, Accepted or Declined, an expiry date from the days you set, and a list of offered plans to follow up with WhatsApp links
• Payments against accepted plans with the balance, and a check that a payment cannot be more than the balance
• Printable treatment plan quote (A4) with fees by visit and a place to sign, a payment receipt (A5), and a plans register
• Example data you can load in one click, a Start here guide and an Honest limits panel
• JSON backup and restore, CSV export, and CSV import with a check of every row before anything is added

Who it is for: dentists, practice managers and receptionists who give patients a written price for a plan with several procedures and visits.

What it is NOT: It is not a clinical record and does not hold X-rays, charts, diagnoses or notes: do not type medical details. It does not decide what treatment is needed, does not claim from insurers, and does not know whether VAT applies to a procedure: that is the flag you set with your accountant. The quote is a price, not clinical advice. It is not legal, tax or accounting advice, it is not connected to any government system, bank or messaging service, and it does not file or send anything by itself. UAE e-invoicing is not part of it.

Your data stays on this device in your browser. Back it up with Export; clearing browser data loses it otherwise.

Verified by us: scripted tests in Chromium (156 checks through the real screens: adding, editing and deleting records in every table, required-field messages, backup then clear then restore, CSV export then import, keyboard order, print layouts rendered to PDF, no horizontal scrolling at 375 and 1280 pixels, no network requests) and an independent recalculation by a separately written Python evaluator of 1559 calculated values (25 randomised rows plus the example data) with 0 mismatches. Safari engine (WebKit): smoke test passed; Firefox: could not be launched. Not tested: Firefox beyond what is stated here, and no real printer was used (print layouts were checked as PDF).