ApproveThis manages your BrightPlans Integration approvals.

When Slow Approvals Hurt Patient Care

Dental practices using BrightPlans know the drill: You create a detailed treatment plan, send it through endless email threads, then wait days for stakeholders to respond. Meanwhile, patients get antsy, chairs sit empty, and revenue leaks through the cracks. This is where ApproveThis changes the game.

Why This Combo Works

BrightPlans handles clinical documentation like a pro. ApproveThis handles decisions like a seasoned practice manager. Together through Zapier, they turn treatment plan approvals from a bottleneck into a competitive advantage.

BrightPlans Does

Creates standardized treatment plan PDFs with cost breakdowns, procedure details, and clinical notes.

ApproveThis Adds

Automated routing to insurance coordinators, practice owners, or referring dentists with built-in escalation rules and real-time tracking.

Three Ways This Integration Beats Manual Processes

1. No More "Who Approved This?"

When a $5,000 implant plan gets auto-routed through ApproveThis, every decision gets timestamped and logged. Clinical directors at multi-location practices can see which plans are stuck at which clinic without chasing down emails.

2. Keep Patients in the Loop

Automatically notify front desk staff when a plan gets approved so they can schedule follow-ups. Bonus: Use ApproveThis' email approvals to get fast sign-offs from patients' secondary insurance providers without giving them BrightPlans access.

3. Stop Losing Revenue in Vacation Blackouts

ApproveThis' vacation delegation automatically reroutes approvals when your lead dentist is at a conference or your financial coordinator takes parental leave. No more treatment delays because someone forgot to set an out-of-office reply.

Real-World Use Cases That Matter

For Orthodontic Chains

A 12-location ortho group uses approval thresholds: Treatment plans under $3,500 get auto-approved by associate dentists. Anything above requires the regional director's sign-off. Result? 37% faster case approvals for teen Invisalign cases.

For Oral Surgeons

Automatically flag high-risk procedures (like IV sedation cases) for mandatory second opinions. ApproveThis routes these plans to both the operating surgeon and an external peer reviewer, enforcing compliance without paperwork.

For Dental Service Organizations

DSOs link BrightPlans case data with ApproveThis' calculated fields to track procedure mix across locations. If a clinic's implant approval rate drops below regional averages, execs get alerted to investigate.

Setting This Up Without the Headache

Here's how to connect BrightPlans to ApproveThis in 15 minutes flat:

1. Create a Zapier account (free tier works)
2. Choose "New PDF Created" as your BrightPlans trigger
3. Map key treatment plan data to ApproveThis fields (total cost, procedure codes, provider notes)
4. Set approval rules: Who needs to sign off? What happens if they don't respond in 48 hours?

Pro tip: Use ApproveThis' conditional logic to route same-day emergency cases differently than routine cleanings.

Why Your Team Will Actually Use This

Clinical Teams

Dentists get mobile-friendly approval requests with all relevant plan details - no need to log into yet another system. Hygienists receive automatic notifications when plans get approved so they can prep operatories faster.

Financial Coordinators

Set custom thresholds to auto-approve common procedures (e.g., fillings under $300) while flagging outlier cases. ApproveThis integrates with your existing payment portals so coordinators never have to leave BrightPlans.

Practice Owners

Real-time dashboards show approval cycle times across locations. Spot which clinics need better staff training versus which need process tweaks.

The Nuts and Bolts You Care About

No duplicate licenses needed: Referring dentists or insurance reps can approve plans via email without a BrightPlans seat. ApproveThis handles authentication through secure tokens.

Audit-proof records: Every approval/rejection gets stored with user timestamps - crucial for insurance audits or legal reviews.

Two-way sync: When a plan gets rejected in ApproveThis, BrightPlans automatically tags it as "Needs Revision" so clinicians know where to start.

When to Stick With Manual Approvals

This integration isn't for every practice. If you handle fewer than 20 complex cases/month, the ROI might not justify setup time. But if any of these sound familiar, it's worth a test drive:

• You've ever had to redo work because someone approved an outdated plan version
• Your front desk spends >3 hours/week tracking down approvers
• More than 10% of cases require last-minute changes due to approval delays

Bottom Line for Dental Leaders

BrightPlans + ApproveThis isn't about cool tech - it's about eliminating $18,000/month in lost revenue from delayed treatments (actual figure from a 6-location Endo group). It's about letting your clinical staff focus on patients instead of chasing PDF approvals.

Ready to stop being a secretary and start being a healthcare provider again? Register for ApproveThis or book a 12-minute demo to see how approval automation works in your actual BrightPlans environment.