How to Send a Patient their Treatment Plan

This guide shows you how to send back a treatment plan once a new consult request has come into your account.


Watch a Video 

sending a treatment plan

Steps to Send a Treatment Plan 

Step 1 - Go to the Consult Request section on the left side menu 

Step 2 - Find the patient in the list that you want to send a treatment plan to 

  • All patients that have gone through the SmileSnap widget on your website will be present in this section 
  • The patients with the status of 'Awaiting Consult' can be considered new and are an indicator that they are awaiting their treatment plan 

Step 3 - Click into the patient's status button to open up their file and review their submission 

  • Once you click into the patient's status button you will see the following: 
    • Their contact information 
    • The answers to your intake questions 
    • The patient's teeth photos

Step 4 - Send back the initial Treatment Plan 

  • Scroll down to the section labeled 'Your Smile Assessment' 
  • Fill in the required fields 
  • Click the button labeled 'Send plan to patient' 

Tip: Setting up treatment plan templates will help you to work quicker & more effectively once you reach this step. Click here to learn more.