Bella Treatment Desk

Build the estimate at the chair, not after the family leaves.

Treatment, insurance, patient portion and monthly options in one view, priced from your own fee schedule. Then it follows the case through to whether it was accepted and paid.

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What it is

The money conversation, in one place

The estimate, the follow-up and the outcome are the same conversation. Splitting them across a printout, a sticky note and a spreadsheet is how cases get lost.

At the chair

One view: treatment, insurance, patient portion, monthly options

Priced from your own fee schedule, not a generic one, with per-office pricing where offices differ. The family sees the number in context rather than being handed a printout and asked to think about it.

Follow-up

Follow-ups tracked against the case, not a sticky note

Every case that did not close carries its own follow-up, so “I need to check with my husband” becomes a scheduled conversation instead of a case that quietly dies at a kitchen table nobody was sitting at.

Outcome

Case acceptance, actually measured

Every presentation ties back to whether the case was accepted and paid, by coordinator and by office. Not self-reported — matched to the estimate the conversation produced.

How it runs

Four steps, every week

1

Build it chairside

Treatment, insurance and patient portion, from your fee schedule.

2

Present the options

Monthly plans where the patient portion supports them, so the number arrives with a way to say yes.

3

Follow the case

Anything unclosed carries a follow-up against the case itself.

4

See what it did

Acceptance and collection roll up by coordinator, office and month.

The plain facts

What you are actually buying

Pricing
Your fee schedule. Custom treatments and pricing per office, rather than a generic library you have to correct.
Reporting
By coordinator and office. Role-based, so a manager sees their offices and an admin sees the group.
Patient data
Behind the BAA gate. Estimates hold real patient information, so the suite stays off until an agreement is in place.
Questions

What practices ask about Bella Treatment Desk

Does it replace our practice management software?

No. Bella does not run your schedule, your clinical notes or your claims. It is the case conversation and what happens to the case afterwards.

Can pricing differ between our offices?

Yes. Treatments and pricing are set per office, which is the usual reality for a group where fee schedules were never identical to begin with.

What happens to patient information?

It sits behind the same agreement gate as the rest of the patient-data side: no BAA in place, no estimate saved. That is enforced in the software, not left to a policy someone has to remember.

The rest of Bella

It is one loop, not four tools

Each part feeds the next: rehearse, present, review, improve.

Bella Coach Treatment coordinators rehearse the case conversation against AI patients who push back, and every rep is scored against your own playbook. Read more → Bella Voice With everyone’s consent, Bella listens to a real treatment presentation and shows the coordinator where it turned, in their own words. Read more →

Give the team the reps before the stakes are real.

A fifteen-minute walkthrough — a live treatment-plan conversation, scored against your own playbook. No setup.

Book a walkthrough