System and methods are disclosure herein for a web-based platform that provides dynamic creation and control of dental treatment plans, and other data that may be related to a dental patient. The disclose platform allows for seamless integration with many existing practice management systems (PMS). Furthermore, the web-based platform can be accessed in order to control the scheduling, accounting, and charting related to treatment planning for patients. The web-based platform provides various dynamic features, which can be customized to be specific to the patient, such as dynamic forms and specific payment options. Moreover, various features of the web-based platform are updated and synchronized in real-time. The web-based platform is particularly configured to provide automations, synchronization, and interactions with patients in a manner that reduces the risks and time consumed by traditional systems currently used in the dental field.