FEE ACCURACY

Protect case acceptance with accurate estimates

Fees update automatically based on the sequence of care. Move a filling ahead of a scaling, and the out-of-pocket estimate recalculates instantly so patients always sign off on the most accurate estimates.

HANDOFF

Give front-desk staff clear direction for every appointment

At checkout, the front desk sees the next procedure ready to book and adds it in one click, correct codes already attached.

MULTI-PLAN OPTIONS

Help patients choose between treatment options

Present alternative options, like a filling versus an extraction, each with a timeline of how many visits it will take. Once the patient decides, the provider and front desk are working from the same plan.

BENEFIT MAXIMUMS

Keep billing surprises off the ledger

Deductibles and remaining benefit maximums get flagged as procedures are sequenced, keeping out-of-pocket costs clear for the patient prior to billing.

Everything a dental treatment plan should handle

Listing procedures is the easy part. Dental treatment planning software should streamline sequencing, out-of-pocket pricing, and case presentation.

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Alternative & phased plans

Create alternative or phased treatment options with clear timelines, so patients see one plan at a time.

Digital signature & consent

Capture patient signatures, auto-attach procedure consents, and lock agreed plans to the chart.

Pre-authorizations

Generate a pre-authorization directly from the plan.

Multi-procedure bundles

Add a crown, buildup, and prep to the plan together in one click.

Plan presentation & portal

Present treatment chairside on a tablet or text a secure link for patients to review, and e-sign from home.

Line item tracking

Track every procedure on the plan as accepted, referred, or rejected to surface unaccepted treatment for follow-up.

Trusted by dental teams

“Archy has been a game-changer for our front desk. We’re saving nearly 10 hours a week on EOBs and another 5 with text automations.”

Dr. Christine Liu

Practice Owner in California

“With Archy, one login handles messaging, scheduling, and X-rays. Comparing EagleSoft, Weave, and other costs, the numbers added up.”

Dr. Philip Tagatac

Practice Owner in California

“EagleSoft and Dentrix lacked cloud access. With Archy, I manage appointments and message patients on the go.”

Dr. Mary Wiechart

Practice Owner in Ohio

Connected to the rest of Archy

Once a plan is accepted, it has to become an appointment, a claim, and a payment. Treatment planning software should make that handoff automatic, not a second round of data entry.

Scheduling

A patient's treatment plan, balance, and insurance eligibility are visible from the same screen used to book their next visit.

Billing & claims

Completed procedures from the plan feed the claim draft at checkout.

Dental charting

Procedures charted on the odontogram carry straight into the active treatment plan, ready to sequence, group by visit, and estimate.

Dental imaging

Share x-rays, intraoral photos, and Pearl AI diagnostic overlays chairside alongside the treatment plan to show patients why care is needed.

Insurance verification

Coverage details automatically calculate patient fee estimates as procedures are added or reordered.

Frequently asked questions

Does the fee estimate update if I change the order of treatment?

Yes. Estimates recalculate based on the order procedures are stacked on the plan, not the order they were diagnosed.

What happens to diagnosed treatment that isn't part of the active plan yet?

It stays in the chart as unplanned, so nothing gets lost from the record. The active plan only holds what's currently being presented to the patient, keeping that conversation focused.

Is a pre-authorization tracked after it's generated from the plan?

Yes. Pre-authorizations are documented and tracked inline, directly on the plan.

Does rescheduling break a treatment plan?

No. An appointment booked from a treatment plan stays connected to that plan even if the date changes.