Create a Generator Digital Treatment Plan (non-integrated)

You can create and send Generator Digital Treatment Plan manually in a few simple steps. Once you know how it takes less than 2 minutes.

1. Click + Digital Treatment Plan button from the header or from Digital Treatment plan page

2. Add the information that appears when the Send Digital Treatment Plan page pops up this includes:
   1. Date of Visit when the treatment plan was created.
   2. Add treatment options in the Add Treatments section
      1. You can manually add treatments by clicking the "+ treatment"
      2. Or you can import treatments by clicking "Import From PMS" (Click here or see related articles to find out how)
   3. In the Additional Information section:
      1. Add Note to Patient with information that helps to explain their treatment plan and indications for their treatment plan, or any information that you think is relevant and useful. You have a number of options.
         1. You can add free text standard information, this can be as simple as advising the patient that the treatment plan as discussed is included, or provide explanations on the most important aspects of their treatment. If this information is something that you will regularly use with your patients save it as a template and edit it as required in the Templates section of Settings.
         2. Auto Generate With AI can be used if you have entered all of your treatments into the treatment plan. This feature transforms your treatment plan into patient-friendly explanation about the treatment and why it is 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.

3. Preview Your Digital Treatment Plan before send

Click "Preview" button at the bottom, which will open up a preview of the Digital Treatment Plan your patient will see

4. Once everything looks good, you can click "Save and Send To Patient" to send it out to your patient.