Private clinics and dental practices
The treatment plan with costs,agreed before treatment starts.
Sent for signature before treatment starts, read on the patient’s own phone, with a record of what they agreed to and when.
Supporting documents
What was sent alongside, and who has read it.
- Terms of business
- J. OkaforOpened 04/06/2026 10:52, 2 times, downloaded
- Privacy notice
- J. OkaforNot opened
- Complaints procedureHosted elsewhere, not recorded
The three documents
All three are about money. The clinical ones are deliberately absent, and the first objection says why.
The written treatment plan
What is proposed and what it will cost, given to the patient in writing before treatment starts. When the plan changes the patient gets an updated version, which is a reissue rather than an edit.
The consultant fee letter
Written fee information sent to a self-pay patient before a consultation, and again before further tests or treatment. A short document, sent twice.
The self-pay estimate
Itemised, with what each item costs, so a patient can see what they are agreeing to before they agree to it rather than at reception afterwards.
Where this sits in the appointment
On the money side of the appointment, beside the clinical record rather than inside it.
A private appointment produces two kinds of paper. One is clinical: the history, the findings, the consent to treat. The other is financial: what it will cost and what is included. Clinical consent stays in the consulting room and in your practice system; this is the money side.
We carry the treatment plan, the fee letter, the estimate, the agreement and the evidence around all four. Which treatments are exempt and which are standard-rated is your accountant’s call; the plan carries the answer once you have it.
Build the plan once, send it per patient
A treatment plan, a consultant fee letter and a self-pay estimate, each kept as a template with its own consent wording and its signature blocks placed, so reception sends the right one rather than the nearest one.
Send it before treatment, and get it back
The plan goes out with your terms as one pack. The patient reads it at home rather than in a chair with a bib on, which is a much better record of a financial decision.
Reissue when the plan changes
A revised plan is a new document, not an edit. The original stays exactly as the patient first saw it, with its own date.
Send your next treatment plan before the patient is in the chair.
A written plan, before treatment
In the UK the General Dental Council’s standards require a written treatment plan, with a realistic indication of cost, before treatment starts, and an updated version in writing when it changes. That is a document given in advance, agreed, and reissued whenever it changes. The part practices find hard is rarely writing the plan. It is producing, a year later, the exact version a particular patient was given, with the date they agreed it.
The certificate
Produced automatically when the patient agrees. It lists the signature with its time, actor and IP address, a fingerprint of every document in the pack, and a QR code linking to an independent check.
Every version, kept apart
A reissued plan is a new record. The one the patient first agreed stays exactly as it was, with its own date, so a course of treatment leaves a history rather than a single overwritten document.
Verify a document →CecurSign
Certificate of Completion
- Subject
- Letter of engagement 2026/27
- Created
- 04/06/2026 09:12 UTC
- Sent
- 04/06/2026 09:14 UTC
- Completed
- 05/06/2026 16:41 UTC
Documents
Engagement letter and schedules.pdf (7 pages)
SHA-256: a4f1c9e0b7d3
Signers and recipients
- R. Hartley (Signer)Signed 04/06/2026 11:02 UTC
- J. Okafor (Signer)Signed 05/06/2026 16:41 UTC
Scan to verify
Envelope ID
9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58
What you would actually be using
The parts of CecurSign that matter to clinics and dental practices, and what each one does here.
Templates
A treatment plan, a consultant fee letter and a self-pay estimate, each built once with its own consent wording, so reception sends the right one rather than the nearest one.
Build a document once with its fields, its signers and its reminders, then send it as often as you need without rebuilding it.
Sending for signature
The plan agreed before treatment starts, on the patient's own phone rather than as a printout they take away and lose, and signed by the person responsible for the cost where that is not the patient.
One person or several, in a set order or all at once, with a deadline and a copy to whoever else needs one.
Supporting material
Aftercare, your terms and your cancellation policy sent alongside the plan to be read, with a record that they were opened.
The things that are read rather than signed, sent alongside the document instead of stapled into it, with a record of who opened what.
Reminders
A plan that has gone out and not come back is chased without anybody at reception having to remember.
Chases that go out on a set pattern while something is unsigned, a nudge you can send by hand, and a deadline you set yourself.
Certificate of completion
Which plan, agreed by which patient, on what date, with no way for the document to have changed since.
Produced when the last signature lands: every signature with its time, the person who made it and their IP address, and a fingerprint of each file.
What practices ask before they buy
The first one is the one we say no to.
Can we use this for consent forms?
Some of our treatments are VAT exempt and some are not. Does the plan handle that?
Our plans change constantly mid-course. Is that a problem?
Is a treatment plan signed this way legally binding?
More detail on how a document is sent, signed and proved on the e-signature page, or see how other companies use it on the industries index.
How it fits your documents
Send a document for signature, or sign one yourself. This is what each looks like in your line of work.
E-signature
The patient reads aftercare, your terms and your cancellation policy beside the plan, with a record of what they opened rather than what was in the envelope.
Sending for signatureSelf sign
A referral letter, a declaration for an insurer, or a practice sign-off: signed by you alone, in one sitting, and filed.
Signing something yourselfWhat to read next
The parts of the help centre this page assumes, in the order you would meet them.
- Creating a templateSet up a document you send often, with the fields already in place.
- Sending things to be read, not signedTerms, policies and certificates sent alongside a document, and how to see who opened them.
- Getting the signed documentWhere the finished PDF lives, who receives it, and how to download it.
- The audit trailEverything we record about an envelope, and why it cannot be edited.
Everything else is in the help centre.
Put your next treatment plan through it
Build one from your own price list, send it to a real patient, and look at what comes back.
No credit card required.