Smile Center Dental
Patient Treatment Plan Generator
JotForm's conditional logic couldn't exclude content from PDF output
Smile Center is a multi-location dental practice in Pennsylvania. Their treatment coordinators needed a tool to generate personalized patient treatment plan documents before consultations. They had already built a version in JotForm — but it had a critical unfixable flaw: even when a patient selected only 3 treatments, all 30+ treatment explanation sections still appeared in the generated PDF. JotForm's conditional logic could hide fields on screen but could not exclude them from the PDF output. The document was unusable as a professional patient-facing document.
A "Magic PDF" that builds itself based only on selections made
The entire system was rebuilt on WordPress using Gravity Forms Pro and a custom PHP PDF engine written from scratch. The new system generates what was called internally a "Magic PDF" — a document that builds itself based only on the selections made. No blank pages, no extra sections, no irrelevant content. Three distinct modules work together in a single form producing a complete patient document.
Every component of the system.
Eight components building a complete conditional patient document system.
4 Pennsylvania locations — selected address auto-populates PDF header
Sequential dropdowns with notes per step, healing time conditional fields, smart empty step filtering
Each checkbox generates its own full PDF explanation page with medical image, plain-language description, steps, risks, and benefits
Unchecked procedures are completely absent from output — not hidden, completely excluded
Three payment option types with custom pricing fields
Built from scratch to handle complex conditional rendering across all modules
PDF automatically emailed to patient via SMTP on submission
Instant PDF download button after form submission
See the system in action.
What made this project different.
Three outcomes that solved a problem no existing tool could handle.
Built true conditional PDF generation where hidden treatments are completely absent — not just visually hidden
Each procedure checkbox generates its own full explanation page with medical images — only for selected treatments
Only populated treatment roadmap steps appear in the PDF — empty steps are completely invisible in output
The stack behind the solution.
From unusable 30-page PDFs to focused patient documents.
Smile Center's treatment coordinators now generate fully personalized branded patient treatment plan documents in under 2 minutes. A tool that previously produced unusable 30-page PDFs with irrelevant content now produces focused professional documents containing only the treatments selected for each specific patient. Live across all 4 Pennsylvania locations.
Let's build your document system.
Tell us what you need built and we'll come back with a clear plan, timeline, and price.
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