Documentation

Browse help guides and documentation for the Dental Reviewed treatment plan software, account setup, sharing, exports, and clinic workflows.

• Getting Started with the Treatment Plan Software

  Getting Started

  Learn how to create your account, navigate the dashboard, and generate your first treatment plan

• Understanding Plan Types

  Getting Started

  Understand the four different plan types: AI-generated, manual, client-facing, and professional referral

• Navigating the Dashboard

  Getting Started

  Overview of the dashboard tabs, quick actions, and navigation

• Creating an AI Treatment Plan

  Treatment Plans

  Detailed walkthrough of the 3-step AI treatment plan generation process

• Using Clinical Templates

  Treatment Plans

  Apply curated clinical templates to prefill common treatment scenarios — or save your own

• Managing Your Clinic Team

  Getting Started

  Learn how to create a clinic, invite team members, assign roles, and manage your dental practice collaboratively.

• How to Change Your Email Address

  Account & Settings

  Learn how to update your email address associated with your account.

• Editing and Enhancing Plans

  Treatment Plans

  Learn how to edit plans, use AI Enhance, translate, and organize with tags

• How to Reset Your Password

  Account & Settings

  Learn how to reset your password if you've forgotten it or want to change it for security.

• Creating a Client Treatment Plan

  Treatment Plans

  How to build patient-facing treatment plans with pricing, images, and branding

• Understanding Credits

  Credits & Billing

  Learn about credit costs for AI plans, translations, and free features

• Purchasing Credits

  Credits & Billing

  Step-by-step guide to purchasing credits with volume discounts

• Purchasing a Lifetime Plan

  Credits & Billing

  How the Lifetime Plan works, what it includes, and step-by-step instructions for purchasing unlimited access.

• Sharing Treatment Plans

  Sharing & Export

  How to create share links, manage access, and download plans as PDF

• Managing Your Profile

  Account & Settings

  Update your profile, language, clinics, and manage account settings

• Changing Your Dashboard Language

  Account & Settings

  Learn how to switch your dashboard interface to any of the 10 supported languages.

• Setting Up Clinic Branding

  Account & Settings

  How to set up clinic branding with custom colors, fonts, and styling

• Using Tags to Organize Plans

  Advanced Features

  Create and use tags to categorize and filter your treatment plans

• Translating Treatment Plans

  Treatment Plans

  Learn how to translate dental treatment plans into 10 languages using AI, including credit costs and available languages.

• Translating Treatment Plans

  Advanced Features

  Translate treatment plans to multiple languages at 0.5 credits per translation

• Bulk Actions on Plans

  Advanced Features

  Select multiple treatment plans to change status, archive, or delete them in one click

• Archiving Treatment Plans

  Advanced Features

  Keep your Plans view tidy by archiving completed or inactive treatment plans