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A treatment plan is a proposed set of procedures for a patient, with estimated costs. You can share it as a PDF or a public link before the patient commits to treatment. Who can do this: Admins and Doctors.

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Create a treatment plan

  1. Open a patient record and switch to Treatment Plans.
  2. Click New Plan.
  3. Enter a plan name.
  4. Click Add Procedure and pick from the Service Catalog. Prices fill in automatically.
  5. Edit quantity or price per row if a specific patient needs a variation.
  6. Attach before/after photos if needed.
  7. Optionally select a discount policy.
  8. Click Save.
Treatment plan builder with procedures and totals

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Plan limits

  • Each plan can contain up to 15 procedures. Split very large plans into phases to keep them readable.
  • Required fields: Patient, Plan Name, and at least one Procedure. Save is blocked until these are filled.

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Photos

Before/after photos attached to a plan render on:
  • the patient PDF
  • the public share link

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Discount policies

If your clinic has set up discount policies, pick one from the plan builder. The discounted total calculates automatically and renders on the PDF and share link.
Discount policy selection in treatment plan builder

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Share or print

After saving, you land on the plan detail page. From there:
  • Click Share to send the patient a public link.
  • Click Print to generate a branded PDF.
Treatment plan share and print options

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Convert to invoice

Once the patient accepts the plan, you can convert it into an invoice. The invoice will reference the original quotation number on the PDF.