> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create a Treatment Plan
> Build a treatment plan from your service catalog, attach photos, apply a discount policy, and share it with the patient as a PDF or public link.
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.
## 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**.
## 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.
## Photos
Before/after photos attached to a plan render on:
* the patient PDF
* the public share link
## 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.
## 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.
## 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.
## Related articles
* [Service Catalog](/admin/service-catalog)
* [Invoices](/finance/invoices)
* [Quotations](/finance/quotations)
* [Discount Policies](/admin/discount-policies)