Private clinics and dental practices
The treatment plan with costs,agreed before treatment starts.
Priced from your own list, with exempt and standard-rated items handled correctly on the same plan, and a record of what the patient agreed to.
No credit card required.
PROP-004
Letter of engagement 2026/27
Prepared for Okafor Design Ltd by Hartley & Co
One-off fees
charged once
| Service | Fee |
|---|---|
| Annual accounts and corporation tax | |
| Subtotal | |
| VAT | |
| Total |
Fees are shown per billing period. Amounts for different periods are listed separately and are not added together.
Ready to go ahead?
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 priced document, sent twice.
The self-pay estimate
Itemised and priced from your own list, with each item carrying its own VAT treatment. An exempt therapeutic item and a standard-rated cosmetic one can sit on the same estimate without the total being wrong.
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 priced 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.
Price the plan from your own list
Your treatments and their fees live in one list, each with its own VAT rate where it needs one. Building a plan is picking from it, so a price change reaches every future plan at once.
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 priced plan in writing, 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 priced 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
Envelope information
- Envelope ID
- 9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58
- 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.
Your service list
Each treatment held with its own price and its own VAT treatment, so exempt clinical work and a standard-rated cosmetic item can appear on one plan and still be right.
Every service you sell with its fee, how often it is charged and its VAT treatment, held in one place rather than in three versions of a spreadsheet.
Priced documents
The written treatment plan with the costs on it, agreed before treatment starts, in a form the patient reads on a phone rather than a printout they take away and lose.
Build a priced document from that list, send it as a branded page, and have the client agreeing to it be the signature on it.
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 priced document is built and what the client sees on the proposals page, or see how other companies use it on the industries index.
The four things it does, in your documents
The product does the same four jobs for every firm. This is what each one looks like in yours, and each page describes the job in full.
Proposals and engagement letters
The plan reaches the patient's phone before they leave reception, priced from your own list with exempt and standard-rated items each correct, and is agreed before treatment starts.
Proposals and engagement lettersClient onboarding
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.
Client onboardingContracts and renewals
A plan that changes mid-course goes out again as a new document and is agreed again, with the version the patient first saw kept exactly as it was.
Contracts and renewalsSelf 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.
- Building your service catalogueSet up the services you sell once, and reuse them on every proposal.
- Pricing, cadences and VATFixed fees, hourly work, estimates, recurring charges, and how each is shown to the client.
- Building a proposalAdding services, writing the letter, and previewing what the client will get.
- Getting the signed documentWhere the finished PDF lives, who receives it, and how to download it.
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.