How to send info packs and Digital Treatment Plan - Non-integrated and Image-Viewer only integrated

You can create and send information to your patients in just minutes resulting in more consults booked and treatment completed. Send

• Info Packs information on treatment to create patient awareness about their options with the intention of getting the patient booked for a consult and create a personalised treatment plan, and
• Digital Treatment Plans sending the patient their Treatment Plan via CoTreat along with information to help the patient engage and action their plan

Once you know how it takes less than 2 minutes. Coincidentally, here's a 2-minute recording on Digital Treatment plans or read on below.

1. Click the + button
   1. + button can be found at the top of the page, right hand side near the search bar.
   2. Click Digital Treatment Plan

2. Add the information required to create your Digital Treatment Plan:
   1. Date of Visit when the treatment plan was created.
   2. Select the Practitioner that created the treatment plan or the person/practitioner that you want the plan "sent" from
   3. Select or create the Patient

1. Add Treatments to provide an itemised version of your treatment plan for the patient, the Auto Generate feature uses these items to create a patient-friendly explanation.

1. You can manually add treatments by clicking the + treatment
2. Or you can import treatments by clicking Import From PMS if CoTreat can read Tx plans in PDF from your PMS
3. Select your PMS

CoTreat can currently read Tx plans from the following PMS:

1. Dental 4 Windows
2. Dental 4 Web
3. Core Practice
4. Dentally
5. Praktika
6. Exact

Click here if you need assistance on exporting Tx plan PDF from your PMS

1. In the Additional Information section:
   1. Note to Patient add 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.

1. Patient Images As with all aspects of building your Digital Treatment Plan adding images is optional. You want to provide the relevant information that allows the patient to engage with their plan. Upload or drag and drop images to your patient. There is also the option to add 3D models, patients love to spend time looking at 3D images.

3. Preview your Digital Treatment plan and send it to your patient.
   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

Tips to increase patient opens and engagement

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.