CareStackCareStack

Dental Treatment Planning

Online Dental Treatment Planning Software

CareStack's advanced treatment planner allows dental practices to easily create and manage treatment plans for their patients. Team members can create phases, rename them, and designate the time needed for each phase. They can also assign a treatment coordinator to track the success of the plan.

Within the treatment planner itself, easily drag and drop elements to build your desired plan. Different statuses can be used to categorize important information, such as alternative plans and insurance information, allowing patients to compare treatment options.

Once the treatment plan is complete, it can be printed or sent to the Patient Portal for signing. This allows the practice to efficiently manage pending treatment plans and ensure patients understand treatment options.

For the ultimate dental software, choose the solution that’s scalable for growing dental start-ups or large DSOs and still affordable for small mobile providers and single-office dental practices. Choose CareStack!

A dental professional shows an elderly woman a tablet. Treatment options and email confirmation are displayed.

Key Benefits

Why Practices Love CareStack’s Treatment Planning

Create plans or phases for each patient's treatment, allowing for a structured and organized approach to care.

Build treatment plans more efficiently with user-friendly drag and drop elements.

Assign Alternative plans to allow for flexibility and adapt to changing patient needs.

Tailor the plan to specific needs and preferences of each patient with versatile customization.

Allow patients to review and sign the plan electronically via the Patient Portal.

Main Highlights

Treatment Planning for Modern Dental Practice Networks

A dentist and dental assistant review patient information on a tablet in a clinic. Icons indicate procedure statuses: "Proposed" and "Waiting."
A dentist shows a male patient a tablet screen with dental procedure details. An estimate of $689.00 is displayed.
Two women smiling at a dental chart on a screen. The chart shows numbered teeth with various conditions.
Two women sitting at a table, one with a pen, smiling and talking. A notification says "Email Delivered Successfully."

Plans or Phases

  • Plans Organize your treatment the way you want to see it, have alternate plans that allow for different proposals.
  • Phases Break treatment into phases, letting your patient know what comes first.
  • Rename Rename your plans and phases with treatment name, priority, time, whatever you decide.
A dentist and dental assistant review patient information on a tablet in a clinic. Icons indicate procedure statuses: "Proposed" and "Waiting."

Treatment Coordinator Actions

  • Assign a Treatment CoordinatorSelect the relevant team members and assign treatment planning tasks.
  • Insurance VerificationConfirm benefit eligibility and submit treatment for approval.
  • Monitor ProgressEasily view the status of treatment planning and case acceptance to identify strengths and weaknesses.
A dentist shows a male patient a tablet screen with dental procedure details. An estimate of $689.00 is displayed.

Intuitive Design

  • Drag & Drop Use the drag and drop feature to build treatment plans.
  • Multi Selector Import multiple elements together to easily build plans faster.
  • Quick EstimatesAllows your team to quickly estimate the insurance and patient amount due.
Two women smiling at a dental chart on a screen. The chart shows numbered teeth with various conditions.

Customizations

  • Branding Use your own logo or practice branding to customize the treatment plan's appearance. Include a variation for each location, if desired.
  • Patient SpecificsAdd patient odontogram or relevant educational materials.
  • Custom TemplatesCreate a design that works and save it for quick repeat use.
Two women sitting at a table, one with a pen, smiling and talking. A notification says "Email Delivered Successfully."

Easy Patient Acceptance

  • At-Home Digital Send proposed treatment plans and financial arrangement to the patient via the Patient Portal.
  • In-Office DigitalPush the treatment plan to the Patient Kiosk for patient to sign immediately for same-day treatment.
  • In-Office PaperYou’re in charge! Have your team print out and sign treatment plans, that can then be scanned and uploaded.

Feeling Limited with Your Dental Software?

CareStack’s modern user interface is easy to learn. Book a demo with us to learn how CareStack can help you improve patient growth and reduce costs.

FAQ

Why CareStack Is the Best Dental Practice Management Software

View All Queries->
How easy is it to treatment plan?
Easy! Propose treatment in either the odontogram or Advanced Planner. Then right-click on the treatments to place in plans or phases.
Can you have plans and phases?
Yes! Use plans or phases for your work. Put all your treatment in a plan or section out into phases. Allowing you to give the patient all the work needed or a piece of it at a time.
Can you assign timeframes to your treatment?
Sure! Assign time needed to your proposed treatment, making it easy for your team to schedule work needing completion, making it a breeze to schedule and plan.
How can we get the patient their treatment plan?
Print, email, or place into the Patient Portal, allowing patients to access at their convenience and consent to proposed treatment. Patients can also pay their balance directly through the CareStack Patient Portal.
More questions?Contact us at
support@carestack.com
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Trusted by 3000+ Dental Practices

CareStack’s cloud dental software provides efficient practice management, world-class support, and modern tools and technology.

Why the Smartest Dentists are Switching to CareStack

CareStack's software is cost-effective and efficient, helping organizations of all sizes streamline operations and reduce costs while also helping to provide outstanding care.

Dan Katz

CEO, Plum Dental Group

“When we buy new practices and onboard them, we can see how quickly we are able to bring down the outstanding AR.”
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