Edit and create Templates (Patient Info Packs)

When you join CoTreat we provide templates (Patient Info Packs) with patient-facing information to:

• Create awareness of treatment options available to them
• Engage them with their treatment plans

The options we suggest are Implants, Ortho and Crowns as these procedures are often the ones that patients are not made aware of and we're here to help that.

What information helps your patients?

Have a clear aim for the information you're, it can help to consider these 4 aims:

• Awareness - making the patient aware of a treatment option previously not considered
• Interest
• Decision-Making
• Action

Consider where the patient is in their decision-making and provide relevant information. The fist step is awareness of the option and it's benefit to them.

You can learn more about AIDA here.

How to create and edit templates in CoTreat

See below for instructions on:

1. Creating a Template
2. Edit an Existing Template

Creating a Template

If you need a new template to explain a treatment option you can:

• edit an existing template, which is our recommended option, or
• create a new template.

You can learn how to do both below.

Option 1: Edit an existing template

This is the best option if you want to use any of your practice brand imagery or text from another template.

1. Click the + Button > Digital Treatment Plans
2. Select the template you need as the base for your new document

3. Make the necessary changes to the template
4. Click Templates > Save as New Template
5. Scroll all the way to the bottom of the edit pane to click Create

Option 2: Create a new template from scratch

1. Click Settings icon
2. Click Templates in the left hand menu
3. Click +Template
4. Make your changes and scroll all the way down until you see Create and click this to save changes

Learn how to add Images and Videos toTemplates (Patient Info Packs)

Editing an Existing Template

CoTreat creates templates to help you get started, but you remain in control, so it's important you know how to edit them.

Over time you will change how you talk to patients about different treatment options, so from time to time you will have a need to update templates.

1. Click the Settings icon
2. Click Templates
3. Click Edit on the template you need to update
4. Make your changes
5. You must click Update to save your changes

If you need any assistance you can search for "How To" articles using the Help beacon or send us a message via the chat.