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!

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






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.

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.

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.

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.

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.
FAQ
Why CareStack Is the Best Dental Practice Management Software
support@carestack.com
Trusted by 3000+ Dental Practices
CareStack’s cloud dental software provides efficient practice management, world-class support, and modern tools and technology.
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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.
CEO, Plum Dental Group