Treatment plan acceptance depends on whether the patient understood what was proposed. The explanation usually happens once, in the chair, and leaves with the patient as a list of codes and an estimate. Questions come later, at home, when nobody is available to answer them, and an unanswered question tends to become a deferred plan.
Generic patient education leaflets and models help with the concept, such as what an implant or a root canal involves. They do not explain why this patient was offered a crown instead of a filling, what the alternatives discussed were, or what the estimate covers. That has to come from the plan itself.
So the explainer is generated from the signed plan and the clinician's notes, reviewed against a library of approved explanations the practice owns, and sent with the estimate. It explains; it does not recommend.