Free, no strings

Three free tools for pricing a complex case

Every one of them starts in the same place: what an hour in your chair has to produce. Work out that number first, then use it to price a case and to plan one out by phase. Nothing here is a trial and nothing expires.

Start here

Hourly Goal Calculator

Put in your overhead, your days and what you want to take home. It gives you the number every case fee should be built on, in about a minute.

No email

Open the calculator
Plan the case

Treatment Plan Template

The plan laid out by phase instead of by code, with what each phase costs you, what it should be priced at, and whether you are still up on the case at every step.

PDF and Excel

Get the template
Price the case

Case Fee Worksheet

Builds one case fee up from your hourly number, the time the case will really take, lab and materials, and a margin you set. Planned versus actual for after it is finished.

PDF and Excel

Get the worksheet

Which one do you need?

If you have never worked out your hourly number, start with the calculator. Both templates ask for it on the first line. Get that number right first. Everything downstream is built on it.

If you know your number and you are pricing one case, use the worksheet. It takes the chair time, the coordination time nobody codes, the lab bill and your margin, and gives you a fee you can defend line by line.

If you are presenting a long case, use the template. It does the same arithmetic phase by phase, which is the part that matters when a patient can stop halfway through. It also has a column for what your practice management software charges, less your average write-off, so you can put your fee and your software's fee side by side and see the gap.

The calculator runs in your browser and asks for nothing. The two templates are gated behind one email address, and that one address unlocks both documents in both formats.

Why any of this is free

These came out of a real practice in Oklahoma City, built because the software we were paying for could price a procedure and could not price a case. A spreadsheet handles one case at a time perfectly well, and plenty of practices will never need more than that.

What a spreadsheet cannot do is the rest of it.

  • Save a case as a template. A full arch, an implant with a graft, a six unit anterior case. Build the sequence once and every case like it after that starts already set up, with the phases and the costs in place.
  • Keep your fee schedule in one place. Crowns, implants, abutments, sedation, bone grafts, anything that comes up again and again. Enter the cost once and every case afterward prices off the same numbers, so two people quoting the same work arrive at the same fee.
  • Hand the patient a plan with a timeline. The same case becomes a clean patient outline for the presentation, laid out phase by phase with what happens when and what it costs. It carries the phases practice management software leaves out: the healing time, the weeks the lab has the case, the second lab turn after a try-in. A patient who can see up front why the final crowns are months away hears a sequence instead of a delay, and the wait starts building value rather than costing it. That is a plan with a timeline, not a code list with a total at the bottom.
  • Let the team work in the same case at the same time. Real time access across every open case, so a treatment coordinator can build the outline while you set the fee, everyone sees who else is in the case, and nobody quietly overwrites anybody.
  • Hold the estimate against what actually happened. Twenty cases reconciled at once, each one's real chair time and real lab bill against what you planned for it. That is the part no spreadsheet will ever do, and it is the part that changes what you charge on the next case.

That is the product. The arithmetic is not a secret, so there is no reason to charge for it.

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