Creating an AI Treatment Plan

The 3-Step Diagnose → Plan → Create Flow

Creating an AI-powered treatment plan is a guided three-step process. The header at the top of the flow always shows where you are — 1 Diagnose, 2 Plan, 3 Create — so you can jump back to an earlier step at any time.

Tip: Start from a Template

Before diving in, click the ✨ Templates button in the Diagnose header to pick a curated starting point (for example "Single-tooth implant" or "Full-arch clear aligners"). Templates prefill the document name, treatment approach, and clinical notes on Step 2 while leaving you on Step 1 to choose the actual teeth and conditions. See Using Clinical Templates for details.

Step 1: Diagnose

Pick the teeth involved and describe what's wrong with each one.

• Click teeth on the dental chart to select them. Use the Select all, Select upper, and Select lower shortcuts to grab arches in one click.
• For each selected tooth, choose a condition category (caries, periodontal, endodontic, prosthetic, orthodontic, other) and a severity where applicable.
• Use the Document name and Patient name fields at the top to label this case.
• Toggle between Universal, FDI, and Palmer tooth notations as needed.

Step 2: Plan

• Patient Age Group — Helps the AI tailor recommendations appropriately.
• Treatment Approach — Conservative, moderate, comprehensive, or phased.
• Overall Notes (optional) — Medical history, allergies, patient preferences, or anything else you want the AI to consider. Notes display as clean formatted text in summaries.

Step 3: Create

Review your inputs on the summary screen. If everything looks correct, click "Generate Plan". The AI will create a comprehensive treatment plan in approximately 10–15 seconds. You can also toggle Enhanced quality (where available) for a more detailed result at a higher credit cost.

After Generation

Your plan is immediately saved and fully editable. You can:

• Edit any section of the plan text.
• Use AI Enhance to modify specific parts with instructions.
• Share the plan via link or download as PDF.
• Apply tags, change its status, or archive it from the dashboard — see Bulk Actions on Plans and Archiving Treatment Plans.