Treatment Plans

Create and manage multi-step treatment plans for patients.

Treatment Plans

Plan and track comprehensive treatment journeys for patients.

Creating a Treatment Plan

  1. Go to patient profile → Treatment Plan tab
  2. Click Add Item
  3. Select a service/treatment
  4. Assign a tooth (for dental)
  5. Set scheduled date and practitioner
  6. Add pricing information
  7. Click Save

Plan Features

  • Multi-step treatment sequences
  • Status tracking per item (Planned → In Progress → Completed)
  • Automatic practitioner assignment from patient's assigned staff
  • Date defaults to today for convenience
  • Integration with teeth chart (click tooth to add treatment)

Teeth Chart

  • Click any tooth to add a treatment for it
  • View treatment status per tooth
  • Mark tooth conditions and restorations
  • Support for adult and baby teeth