How Clearbrook Dental Studio Increased Cosmetic Case Acceptance by 45% with Digital Treatment Planning
About Clearbrook Dental Studio
Clearbrook Dental Studio is a cosmetic and general dentistry practice in Miami specializing in smile makeovers, veneers, implants, and advanced restorative procedures. Dr. Samantha Ortega founded the practice with a vision of combining clinical excellence with a spa-like patient experience.
The Challenge
High-Value Cases Lost to 'I Need to Think About It'
Cosmetic dental procedures are significant investments, and Clearbrook was losing too many cases to indecision. After consultations, patients would receive paper treatment plans and go home to think. By the time they decided, weeks had passed and momentum was lost.
The consultation process itself was awkward. Presenting treatment options, discussing financing, and then pulling out a paper consent form felt like a bait-and-switch. Patients who were excited about their new smile suddenly felt like they were signing a car loan.
- 40% of cosmetic cases lost to 'thinking about it'
- Paper treatment plans lost or forgotten
- Awkward transition from consultation to paperwork
- No follow-up system for pending cases
- Financing discussions felt disconnected from treatment
The Solution
Seamless Digital Treatment Presentation and Consent
Clearbrook Dental reimagined their consultation flow with Formfy. Treatment plans are presented digitally with before/after visualizations, procedure details, and financing options all integrated. Patients review everything on a large screen during the consultation.
When patients are ready, they sign their treatment acceptance and financing agreement digitally — while still in the consultation room, riding the excitement of their new smile vision. For those who need time, automated follow-ups keep the practice top-of-mind.
Features Used
The Results
45% Higher Case Acceptance, Happier Patients
The results exceeded expectations. Cosmetic case acceptance increased 45% within six months. Patients sign during the consultation while excited about their transformation, before the natural hesitation of going home sets in.
The digital presentation has also elevated the practice's image. Patients comment on the modern, professional experience. The seamless flow from visualization to signing feels natural rather than transactional.
- 45% increase in cosmetic case acceptance
- Most cases signed during consultation
- Automated follow-ups recover previously lost cases
- Elevated, spa-like patient experience maintained
- Average case value increased by $2,000
When patients can visualize their new smile and sign their treatment acceptance in the same sitting, magic happens. We went from losing 40% of cases to 'I need to think about it' to signing most patients during their consultation. The seamless digital experience matches the premium care we provide.
Dr. Samantha Ortega
Founder & Cosmetic Dentist at Clearbrook Dental Studio
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