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Confidentiality agreement

CaseFee Pro is unreleased software in private beta. Before you start, please read and sign this Mutual Non-Disclosure Agreement. You'll only see this once.

MUTUAL NON-DISCLOSURE AGREEMENT

This Mutual Non-Disclosure Agreement (this "Agreement") is made and entered into as of the date of acceptance recorded below (the "Effective Date"), by and between CFP, LLC, an Oklahoma limited liability company with a principal place of business at 1108 NW 16th St, Suite CP, Oklahoma City, OK 73106 ("Company"), and the individual accepting this Agreement ("Recipient"). Company and Recipient are each a "Party" and collectively the "Parties."

Purpose. The Parties wish to explore a potential business relationship in connection with Company's proprietary software product, related technology, and business and financial plans (the "Purpose"). In furtherance of the Purpose, each Party (as "Discloser") may disclose to the other (as "Recipient") certain confidential and proprietary information.

1. Confidential Information. "Confidential Information" means any non-public information disclosed by a Party, whether oral, written, visual, electronic, or in any other form, that is designated as confidential or that a reasonable person would understand to be confidential given its nature or the circumstances of disclosure. It includes, without limitation, software, source code, designs, product concepts, screenshots, demonstrations, business and marketing plans, pricing, financial information, customer data, and the existence and substance of the Parties' discussions.

2. Obligations. Recipient shall: (a) use the Confidential Information solely for the Purpose; (b) hold it in strict confidence and protect it with at least the same degree of care it uses for its own confidential information, and in no event less than reasonable care; and (c) not disclose it to any third party without the Discloser's prior written consent. Recipient shall not copy, reproduce, reverse engineer, or otherwise commercialize the Confidential Information or develop a competing product based upon it.

3. Exclusions. Confidential Information does not include information that: (a) is or becomes publicly available through no fault of Recipient; (b) was rightfully known to Recipient before disclosure; (c) is independently developed by Recipient without use of the Confidential Information; or (d) is rightfully received from a third party without restriction. Recipient may disclose Confidential Information if required by law or court order, provided it gives prompt notice (where legally permitted) so the Discloser may seek protective treatment.

4. Term. This Agreement begins on the Effective Date and continues for two (2) years, unless earlier terminated by either Party upon written notice. Recipient's confidentiality obligations survive for three (3) years following disclosure, except that obligations regarding any information constituting a trade secret continue for as long as the information remains a trade secret under applicable law.

5. No License; No Obligation. All Confidential Information remains the property of the Discloser. No license or other right is granted under any patent, copyright, trademark, or trade secret, whether by implication or otherwise. Nothing in this Agreement obligates either Party to proceed with any transaction or business relationship.

6. Return or Destruction. Upon the Discloser's written request or termination of this Agreement, Recipient shall promptly return or destroy all Confidential Information and any copies, and certify such destruction in writing if requested.

7. No Warranty. All Confidential Information is provided "AS IS." The Discloser makes no representations or warranties as to its accuracy or completeness.

8. Remedies. Recipient acknowledges that unauthorized disclosure or use of Confidential Information may cause irreparable harm for which monetary damages would be inadequate. The Discloser is therefore entitled to seek injunctive relief, in addition to any other remedies available at law or in equity, without the necessity of posting bond.

9. Governing Law. This Agreement is governed by and construed under the laws of the State of Oklahoma, without regard to its conflict-of-laws principles. The Parties consent to the exclusive jurisdiction of the state and federal courts located in Oklahoma County, Oklahoma.

10. Miscellaneous. This Agreement constitutes the entire understanding between the Parties regarding its subject matter and supersedes all prior oral or written agreements. It may be amended only in a writing signed by both Parties. Neither Party may assign this Agreement without the other's prior written consent. If any provision is held unenforceable, the remaining provisions remain in effect. This Agreement may be executed in counterparts, including by electronic signature, each of which is deemed an original.

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CaseFeePro · Case Fee Tool
Patient Cases
Click any patient to open their fee estimate
Total estimated fees: $0
Patient
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🔒 Estimate signed & locked. Patient name, chart #, Case title and estimated fields are read-only — actual hours, lab costs, and notes remain editable.
Benefits changed — upload the new signed outline. The out-of-pocket total on this patient’s signed outline has changed. The copy in your practice management software still shows the old number.
Rx
Case & Providers
Doctor(s) on this caseiEach doctor's Direct and Indirect rates come from Settings → Doctor Rates. To change a rate, edit it there.

Case notes
The whole case — not one phase
CaseFee Pro · Precision + Confidence$0
EstimatediEstimated = your plan. Actual = what happened. Track both to catch whether the case made what you expected — while you can still act.
Est. direct time
0.0 hrs
$0
+
Est. indirect time
0.0 hrs
$0
+
Total Lab + Hard Costs
$0
all planned phases
=
CaseFee Pro
$0
+$0 cushion
Profit cushioniMargin on top of cost so the case stays profitable if it runs long. Slide up for demanding cases, down to sharpen the price. %
Patient Dental Benefits Contribution (optional)
$
$
✎ Benefits open for editing. Click Save benefits when you’re done.
Estimated Phases SummaryiYour planned phases at a glance — estimated time and cost per phase. No-show and unplanned phases are shown in the full comparison below.
# Phase / Visit Direct Time
Estimate
Indirect Time
Estimate
Lab + Hard
Estimate
Phase Cost
Estimate
Cumul. Phase Cost
Estimate
Lab
Lab Fee & Hard Cost ScheduleiLab = outside lab bill (crowns, dentures, guides). Hard cost = materials you buy (implants, abutments). Both must be covered.
Edit unit prices — phases pull from here
ⓘ Prices edited here apply to THIS patient only. To change prices for everyone, go to Settings → Fee Schedule.
Tx
Treatment PhasesiOne appointment in the plan. Split a big case into phases so each visit is priced and the patient sees it visit by visit.
Green = planned · Yellow = wait / lab / healing · Orange = unplanned · Red = no-show
CaseFee Pro · Precision + Confidence$0
EstimatediEstimated = your plan. Actual = what happened. Track both to catch whether the case made what you expected — while you can still act.
Est. direct time
0.0 hrs
$0
+
Est. indirect time
0.0 hrs
$0
+
Total Lab + Hard Costs
$0
all planned phases
=
CaseFee Pro
$0
+$0 cushion
Profit cushion %
Actual
Actual direct hrs
+
Actual indirect hrs
+
Actual Lab + Hard Costs
all phases
=
Actual cost to produce
Actual profit cushioniProfit vs. your cost — the same ruler as the cushion you set. Measured against the fee instead, it's the profit margin below (a lower number). %
Actual profit marginiProfit vs. the fee — what you keep of each dollar the patient pays. Measured against your cost instead, it's the profit cushion above (a higher number).
Patient Dental Benefits Contribution (optional)
$
$
✎ Benefits open for editing. Click Save benefits when you’re done.
Phase-by-Phase ComparisoniEstimated vs. actual for each phase. The gap (variance) is your early warning — absorb it or talk fees before the case closes.
# Phase / Visit Direct
Est.
Direct
Actual
Indirect
Est.
Indirect
Actual
Lab+Hard
Est.
Lab+Hard
Actual
Phase Cost
Est.
Phase Cost
Actual
Cumul.
Est.
Cumul.
Actual
Variance
Review notes
How the case actually ran — separate from Case notes at the top
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Case Category
Move this case to a different tab
Approval & Digital Signature
To lock this case: enter your office code, then sign below. Contact Dr. Schmidt if you need the code.
Digital signature
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📋 Patient Treatment Outline