Enter treatment plans presented this month. Mark each as accepted or declined to analyze your case acceptance rate.
Add treatment plans with their values and acceptance status to analyze your case acceptance rate against 2026 dental industry benchmarks.
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Introduction
A patient leaves your office with a $4,200 treatment plan in hand. Statistically, only about 60 to 70% of presented treatment plans are accepted, according to data from the Dental Group Practice Association. The remaining 30 to 40% walks out the door as unscheduled production. Multiply that by every patient who receives a plan each week and the lost revenue becomes significant fast. Treatment plan value is not just about diagnosis, it is about understanding the total worth of your pending case backlog and your actual case acceptance rate. This calculator takes your individual or period treatment plans, applies your historical case acceptance rate, and returns the expected realized value so you can set realistic production targets, prioritize follow-up calls, and coach your treatment coordinator on which pending cases to focus on.
What This Calculator Does
This calculator takes the total dollar value of presented treatment plans, your historical case acceptance rate as a percentage, and returns the expected realized production value. It can be used for a single large case, a monthly caseload, or your entire outstanding pending treatment pool. The output helps you understand how much of your planned pipeline will convert to actual chair time and revenue, and reveals how much production is sitting unscheduled in your pending list.
The Formula
Total treatment plan value is the sum of all presented plans in a period. Case acceptance rate is the percentage of plans that convert to scheduled appointments. If $80,000 in treatment was presented and your acceptance rate is 65%, expected realized value = $80,000 x 0.65 = $52,000. The gap of $28,000 is production that has been diagnosed but is sitting unscheduled, representing a follow-up opportunity before it is lost to inaction.
Step-by-Step Example
Pull your presented treatment plan total
From your practice management software, run a treatment plan report for the period (typically monthly or quarterly). Sum all plans presented to patients, regardless of whether they were accepted. Example: $95,000 in plans presented in Q1.
Calculate your case acceptance rate
Divide the value of accepted plans by total plans presented in the same period. Example: $61,750 accepted / $95,000 presented = 65% acceptance rate. If your software tracks this automatically, use that figure.
Apply the formula
Expected realized value = $95,000 x 0.65 = $61,750. This matches your accepted production and confirms the calculator is calibrated to your practice. Now use your acceptance rate to forecast future conversion from pending plans.
Identify and prioritize unscheduled treatment
Total presented minus expected realized = unscheduled potential. $95,000 minus $61,750 = $33,250 in pending cases. Sort by plan value, with plans over $1,500 receiving personal calls from the treatment coordinator within 30 days.
Real-World Use Cases
Forecasting Production Before a Provider Goes on Leave
A dentist is taking three weeks of leave in August. The practice has $110,000 in pending treatment plans. At a 60% acceptance rate, $66,000 in production is accessible. The team focuses follow-up calls in July to schedule as much of that pending work as possible before the leave period, protecting August collections without double-booking September.
Coaching a New Treatment Coordinator
A treatment coordinator hired three months ago has been presenting plans but tracking shows acceptance has dropped from 68% to 54%. Running the calculator for her case list reveals $45,000 in presented plans is converting to only $24,300. The practice owner uses this to quantify the gap, identify where objections are occurring in the presentation, and adjust the scripting used at the financial conversation.
Evaluating a Fee Schedule Change
Before raising fees by 8%, a practice manager calculates the current treatment plan conversion value at existing rates and projects the new expected value at updated fees. If acceptance holds at 62%, a $10,000 increase in average monthly plan value translates to $6,200 in additional realized production monthly.
Comparison
| Case Acceptance Rate | Plans Presented ($80,000) | Realized Value | Unscheduled Gap |
|---|---|---|---|
| 50% | $80,000 | $40,000 | $40,000 |
| 60% | $80,000 | $48,000 | $32,000 |
| 70% | $80,000 | $56,000 | $24,000 |
| 80% | $80,000 | $64,000 | $16,000 |
| 90% | $80,000 | $72,000 | $8,000 |
Common Mistakes to Avoid
Counting accepted plans by number of patients rather than dollar value. Two patients accepting a $500 cleaning plan and one patient accepting a $4,000 crown and implant plan show a 67% acceptance rate by count but very different revenue outcomes. Always weight by dollar value.
Failing to track pending cases older than 90 days separately. Treatment plans that have been sitting unscheduled for over three months have a much lower probability of conversion. Mixing current pending cases with aged ones inflates your accessible pipeline and leads to overconfident production forecasting.
Using gross acceptance rate without accounting for partial plan acceptance. A patient may accept $1,500 of a $3,800 plan. If you count that as a full acceptance, your rate appears higher than the actual revenue conversion rate. Track dollar value accepted versus dollar value presented for accuracy.
Frequently Asked Questions
Accuracy and Disclaimer
This calculator provides projections based on historical case acceptance rates and presented plan values. Actual conversion rates vary based on patient demographics, financial counseling practices, treatment complexity, and market conditions. Results are for internal planning purposes only and do not constitute financial or business advice. Consult a dental practice management professional for strategic planning decisions.
Conclusion
Knowing the value of your treatment pipeline is as important as diagnosing the treatment itself. A $200,000 pending case list with a 55% acceptance rate represents $90,000 in accessible production that is sitting in your system waiting for a phone call. Run this calculator alongside the Dental Production Per Hour Calculator to understand how converting pending cases would affect your production rate, and use the Dental New Patient Value Calculator to compare the value of closing existing pending cases versus acquiring new patients.
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