Treatment plans
Build a multi-visit plan, get patient approval, and track completion across visits.
Overview
A treatment plan groups multiple procedures over multiple visits — a comprehensive course of care. The patient sees the cost up front, agrees to it, and the plan tracks progress visit by visit.
Prerequisites
- Owner, Admin, or Dentist role
- A patient record
- A clear list of procedures you intend to perform
Steps
Open Treatments. Top nav → Treatments.
Click "+ New Plan". Pick the patient. Give the plan a title ("Phase 1: restorations", "Full mouth ortho").
Add procedure items. For each procedure click + Add item. Choose the CDT code (search by name or code), pick the tooth (if applicable), and the dentist who'll perform it.
Set the price per item. Pre-filled from your fee schedule. Override if you're discounting (e.g., loyalty patient). The total updates live.
Set item dependencies (optional). Some items have to happen in order — extraction before implant. Click an item → Depends on → pick the prerequisite. The plan shows them as a tree.
Save the plan as draft. Save draft stores the plan with status DRAFT. Patients don't see drafts.
Discuss with the patient. Print the plan via Print for the patient to take away, or send digitally via Send to patient (the link opens in their portal).
Get approval. When the patient agrees, click Approve plan. Status moves to APPROVED. The patient also sees the approval request in their portal where they can confirm digitally.
Execute item by item. During each visit, mark items complete from the consultation form. The plan's progress bar reflects the total.
Close the plan. When every item is complete, status auto-flips to COMPLETED. Or close manually with status CANCELLED if the patient discontinues.
Expected outcome
- A
TreatmentPlanrecord with status DRAFT →APPROVED→COMPLETED - Each item is a
TreatmentPlanItemlinked to a CDT code and (optionally) a tooth - Item dependencies prevent out-of-order completion
- Plan totals roll up to the patient's billing summary
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Can't add a CDT code | Code not in your tenant's CDT codes list | Add via Settings → CDT Codes or copy from platform master codes |
| Approve button missing | Plan still DRAFT and not yet ready | Make sure all required item fields are filled |
| Patient can't approve in portal | Patient portal not enabled or patient doesn't have an account | Send the printed plan, approve manually after they agree |
| Item won't mark complete | Has unfulfilled dependencies | Complete prerequisite items first |
| Cost doesn't match the patient invoice | Plan items override individual procedure pricing | Plan price wins for plan items |