Getting Started
Understanding Plan Types
Understand the four different plan types: AI-generated, manual, client-facing, and professional referral
Four Ways to Create Treatment Plans
The software offers four distinct plan creation methods, each designed for different use cases:
1. Text-Based Treatment Plan (AI-Generated)
Best for quickly generating comprehensive treatment plans from clinical descriptions. Simply describe the patient's condition, and the AI will create a detailed plan including diagnosis, treatment options, timelines, and considerations.
- Cost: 2 credits per plan
- Best for: Rapid plan generation, complex cases, initial treatment proposals
- Output: Professional treatment document with structured sections
2. Manual Treatment Plan
Create a plan from scratch using the interactive dental chart. Select specific teeth, assign conditions, and build your plan step by step. You can still enhance it with AI assistance afterward.
- Cost: Free
- Best for: Specific tooth-level planning, visual case documentation
- Output: Dental chart with conditions and treatment notes
3. Treatment Plan for Client
Build a patient-facing treatment plan that includes pricing breakdowns, treatment phases, clinical images, and embedded videos. Perfect for case presentation and patient education.
- Cost: Free
- Best for: Patient presentations, case acceptance, treatment cost breakdowns
- Output: Branded plan with pricing and visual elements
4. Professional Referral Plan
Create a referral-style document with medical notes and clinical findings, designed for sharing between dental professionals.
- Cost: Free
- Best for: Inter-professional referrals, specialist consultations
- Output: Clinical referral document with detailed findings