Start from a template or from scratch
- From the patient file, open treatment plans and click New Plan.
- Pick a ready template (your clinic can define templates for common protocols) or build it item by item.
- Each item links to a real service from your catalog, so prices are always consistent.
Working the plan
On each visit, mark the items performed — the plan shows progress and the remaining cost, and the patient always knows where they stand.
Why templates matter
Templates turn a 10-minute quote conversation into a 30-second one, and they standardize pricing across all your doctors.
#treatment-plans#templates
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