How to Create Treatment Plans
Treatment plans help you organize multi-step dental care, provide cost transparency to patients, and track progress across visits.
Creating a Treatment Plan
Adding Treatment Items
For each planned procedure:
- Urgent — Needs immediate attention (pain, infection)
- High — Should be completed soon
- Medium — Recommended within 3-6 months
- Low — Elective or cosmetic
Phased Plans
Organize treatments into phases for complex cases:
Phases help patients understand the sequence and can be approved independently.
Cost Summary
The treatment plan automatically calculates:
| Field | Description |
|---|---|
| Subtotal | Sum of all treatment costs |
| Insurance Estimate | Estimated coverage (if insurance is on file) |
| Patient Responsibility | Estimated out-of-pocket cost |
| Per-Phase Totals | Cost breakdown by phase |
Patient Approval
Presenting the Plan
In-Office Approval
For in-person presentation:
Tracking Progress
As treatments are completed:
Alternative Treatment Options
Present multiple options to patients:
Example: Crown (₦80,000) vs. Large Filling (₦30,000) with pros and cons noted.
For billing treatment plans, see Creating Invoices. For dental charting, see How to Use Dental Charting.