How to send a Digital Treatment Plan - Integrated

CoTreat makes it easy to create and send digital treatment plans through integrations with your PMS and Image Viewer.

Click Synced Patients and click on the relevant patient

Select the data for inclusion in your patients Digital Treatment Plan
1. Click Sync Now if the data is not available
2. Click on the Images for inclusion in the Digital Treatment Plan
3. Ensure import treatments is toggled on (it should be blue)
4. Click/Select/Create the Treatment Plan data that you require.
5. Click Send Digital Treatment Plan and you will then have the opportunity to check all of the information and add a Note to Patient in the next step using AI, templates or free text

If your integration is to your Practice Management Software only and does not include your Image Viewer you will not be presented with synced images and you will need to do this manually after selecting your digital treatment plan from the integrated data. Follow the in-product instructions to do the manual upload.

Note to Patient adds information that helps to explain the treatment, including the type of treatment, indications for treatment, and any information that you think is relevant and useful. You have a number of options to add information here.
1. Add free text and if it's information that will be helpful and regularly used for other patients save it as a template and edit it as required in the Templates section of Settings.
2. Auto Generate With AI takes the treatments from your treatment plan and transforms them into patient-friendly information about the treatment and why it's needed. You can modify this text to your preferences. If there is information that you can use for other patients save it as a template and edit it in the Templates section of Settings.
3. Template - choose one of your pre-existing Templates. You can create beautiful designs and customised information using your favourite marketing/comms tool, such as Canva or Adobe Photoshop, export this to an image file such as JPEG, or PNG and you can add this to your template using the media icon (yellow arrow in screenshot below). If you would like help creating some templates get in touch with your CoTreat contact or click the Help icon in CoTreat.

Now you are ready to send, preview or save your Digital Treatment Plan.
1. Click Preview at the bottom of the page and review/edit your information
2. Once everything is ready to send click Save and Send To Patient
3. If you're not ready to send click Save Draft to Send Later

Make sure to tell your patient that they will receive an SMS with their digital treatment plan, and encourage them to get in touch with any queries either directly with the clinic or through the app.

You can check to see if your patient has reviewed the plan and how long they spent reviewing it and what they looked at. Follow up patients who have not booked, attended or completed their treatment.