Present a dental treatment plan the patient actually understands and accepts — sequenced by clinical priority, costed with their coverage applied, and explained in the order that answers what-is-wrong before what-it-costs. Use when asked to present a treatment plan, improve case acceptance, explain treatment to a patient, or handle a patient who says they want to think about it. Produces the phased plan, the plain-language explanation per phase, the cost and coverage breakdown, the consequences-of-delay framing, and responses to the four common objections. Clinical decisions remain the treating clinician's; this shapes the conversation, not the diagnosis.
“Help me present this treatment plan so the patient actually accepts it”“Our case acceptance is low — how should I explain this plan?”“How do I phase a large treatment plan for someone who cannot afford it all?”“The patient said they want to think about it — what do I do?”“How do I explain why this crown cannot wait?”
What to give it
▸The clinical findings — the diagnosis, charting, radiographic findings, and the treating clinician's recommended sequence
▸The patient — what they came in for, what they said they want, their dental history and anxiety level
▸The financials — practice fees, the patient's insurance or plan, annual maximum remaining, and any payment options offered
▸The constraint — what is actually driving the decision: money, time off work, fear, or a past bad experience
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓Opens at the patient's chief concern, not at the largest finding
✓Every finding has a plain-language meaning and a specific untreated consequence
✓Phases are ordered by clinical priority, and the reason each phase exists is stated
✓The patient's out-of-pocket number is stated per phase, not just the total
✓The do-the-minimum option is presented honestly rather than as a strawman
✓Asks for a decision on phase one only
✓Defers all clinical determinations to the treating clinician
⚠️ What it refuses to do
**Leading with the total.** The number arrives before the problem is understood and the plan is dead on the desk.
**Presenting the ideal plan only.** No stated minimum reads as an upsell, and the patient declines all of it.
**Consequence inflation.** 'You could lose all your teeth' for early caries destroys trust that a real warning will later need.
**Treating a deferral as a close attempt.** 'I want to think about it' usually means an unasked question about money or fear; find it instead of re-pitching.
**Quoting coverage from memory.** A wrong estimate becomes a billing dispute and costs more than the case.
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp