Treatment Plan Agent

The Nelly AI Treatment Plan Agent manages and tracks your treatment plans

Increase the conversion of your treatment plans by up to 20%.

More completed treatment plans — without additional effort for your team.

50 to 70% of all treatment plans in practices are never implemented. With the Nelly AI Treatment Plan Agent, treatment plans are sent digitally and patients are automatically reminded.

A central overview

All treatment plans at a glance — with status, plan value and patient allocation. Your practice receives an overview of all ongoing treatment plans at any time.

Seamless integration into practice management system

Plans are transferred directly from common practice management systems and automatically end up in the Nelly portal, clearly assigned to the right patient.

Comprehensible summaries of plans

The AI automatically creates an understandable summary of each treatment plan so that patients understand the treatment better and can make a decision more quickly.

Digital signature and payment

Patients can sign the plan with a click and directly select their preferred payment method, including flexible installment options. This gives patients peace of mind and increases the likelihood that they will actually implement their treatment.

Automatic follow-up

If a patient does not respond, the Nelly AI Treatment Plan Agent automatically sends reminders at self-selected intervals via email, SMS or WhatsApp. The team remains in control because they can manually intervene at any time and make contact in person.

Your benefits at a glance:

Up to 20% more turnover

The Nelly AI Treatment Plan Agent sends treatment plans digitally from the practice system. The comprehensible summary for your patients ensures higher conversion and therefore more turnover.

More time for your patients

No more manual tracking, no more reminder calls. The Treatment Plan Agent sends understandable summaries of treatment plans and automatic reminders to your patients via WhatsApp.

Transparency across the team

All actions and status changes can be viewed by the entire team at any time — for smooth coordination without many questions.

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