Orthodontic Treatment Plan Template

• Does the template support both clear aligners and fixed appliances?

  Yes. Aligner brand, tray count, attachments, IPR, and bracket system, wire sequence, and elastic use each have their own fields.

• Can I record diagnostic records and cephalometric findings?

  Yes. Photos, scans, panoramic and ceph analyses, and space analysis all attach to the case record.

• Does it handle Phase I / interceptive treatment separately?

  Yes. Phase I and Phase II each get their own goals, appliances, timeline, and consent blocks.

• How is retention documented?

  Retention protocol — fixed, removable, or both — with wear schedule and follow-up cadence sits on the plan and the patient copy.

• Can I itemize fees per phase and record insurance estimates?

  Yes. Records, active treatment, refinements, and retention each have their own fee line and insurance estimate field.

• Does the template handle surgical-ortho and TAD cases?

  Yes. Surgical-ortho sequencing, TAD placement sites, and biomechanics notes are all captured on the plan.

• How is the plan shared with the patient or a parent?

  Send a branded PDF, share a PIN-protected link, or email — the patient (or parent) reviews phases, retention, and fees before consenting.

Frequently Asked Questions

• Interactive dental chart with Universal and FDI notation

• Phased orthodontic sequencing tuned for aligner and fixed appliance therapy

• Itemized fees per appointment with insurance estimate fields

• Informed-consent blocks for risks, benefits, and alternatives

• Clinic branding with logo, address, and clinician details on every page

• Assigned tags and progress so clinic members can track case status

• Editable online, downloadable as DOCX or PDF, or sent via email or PIN-protected link

• Multi-language output for patients who prefer their native language

• Take the ortho records

  Capture photos, radiographs, cephalometric values, and any digital scans that drive the diagnosis.

• Set the classification and problem list

  Angle class, skeletal pattern, crowding, spacing, overjet, overbite, and functional findings — all in structured fields.

• Choose appliance and mechanics

  Aligner vs fixed, extraction or non-extraction, IPR, attachments, elastics — and expected treatment length.

• Sequence into ortho phases

  Alignment, leveling, space closure, finishing, and retention — each with a target milestone and follow-up date.

• Present timeline, fees, and retention plan

  Show total treatment length, monthly or aligner-based fees, retention protocol, and capture informed consent.

From Records Appointment to Signed Ortho Plan in 5 Moves

Built for Aligner & Fixed-Appliance Practices

• Full ortho diagnosis

  Angle classification, skeletal pattern, crowding, spacing, and functional issues on one screen.

• Aligner and fixed workflows

  Plan aligner therapy or fixed brackets with attachments, IPR, and elastics per arch.

• Milestone-based phasing

  Set alignment, leveling, space closure, finishing, and retention as measurable phases with target dates.

• Retention baked in

  Choose fixed, removable, or combined retention with wear schedule and follow-up cadence.

Why Orthodontists & GPs Use This Template

• Orthodontists

  A go-to workflow for structured orthodontic treatment planning cases, from diagnosis through consent.

• General dentists offering aligner therapy

  Keep case presentation consistent across orthodontic cases without forcing one clinical style.

• Pediatric dentists co-managing interceptive cases

  Learn (or teach) case presentation with a template that mirrors real orthodontic workflows.

• Practices standardizing ortho case presentation

  Standardize how orthodontic plans look across locations, so every clinic sends the same clean document.

Free Orthodontic Dental Treatment Plan Template

• Aligner therapy

  Number of trays, attachments, IPR, refinements, and estimated treatment time per arch.

• Fixed appliance therapy

  Bracket prescription, archwire sequence, elastics, and mechanics with per-visit milestones.

• Interceptive & two-phase

  Space maintenance, expansion, growth-modification appliances, and the definitive phase after growth.

• Surgical orthodontics

  Pre-surgical decompensation, surgical plan coordination, and post-surgical detailing with the OMFS team.

<p>Quick answers to what ortho clinicians ask before switching from paper consult forms.</p>

Every ortho case reads the same here: records, diagnosis, mechanics, retention, consent.

The Anatomy of an Orthodontic Case Plan

<p>Reviewed by orthodontists and GPs who run in-house aligner and brackets programs.</p>

• No credit card required

Plan clear aligner, fixed appliance, and interceptive orthodontic cases with occlusal analysis, phased mechanics, and retention protocols — editable online and shareable as PDF, DOCX, or PIN-protected link.

What's Inside the Orthodontic Template

Present Every Ortho Case Like the Practice Does It This Way

Orthodontic Case Types It Handles

Orthodontic Treatment Plan, Ready in Seconds

This Template vs an Aligner Software Case Summary

Start free, then pay per credit with volume discounts — or unlock lifetime access to all features with a one-time payment.

<p>Free to try — no card, no install. Draft a full ortho plan in the browser.</p>

Interceptive through comprehensive — aligners and brackets both fit the same template.

Where a treatment simulation ends and a real signed orthodontic plan begins.