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 monitor the plan's success. Every plan is created, updated, and monitored in real time directly from the clinical record, with full visibility across clinical and administrative workflows.
Within the treatment planner itself, easily drag and drop elements to build your desired plan. Different statuses can be used to categorise important information, such as alternative plans, allowing patients to compare treatment options. Financial estimates are auto-generated from the procedures in each plan, supporting multi-phase costing and giving patients complete transparency before they commit.
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. Every digital acceptance is captured with a full audit trail and stored directly in the patient record, supporting clinical governance and faster progression from consultation to treatment.
For the ultimate dental software, choose the solution that’s scalable for growing dental start-ups or large multi-site practices and still affordable for single-location 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 organised 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 customisation.
Allow patients to review and sign the plan electronically via the Patient Portal.
Auto-generate financial estimates linked directly to the treatment structure, with full multi-phase costing built in.
Capture digital acceptance with a complete audit trail, strengthening clinical governance and accelerating case conversion.
Main Highlights
Treatment Planning for Modern Dental Practice Networks
Plans or Phases
- Plans
Organise your treatment the way you want to see it, and have alternate plans that allow for different proposals.
- Phases
Break the treatment into phases and let your patient know what comes first.
- Rename
Rename your plans and phases with the treatment name, priority, time, whatever you decide.
- Build from the Clinical Record
Generate plans directly from the odontogram or procedure list, linked straight to the patient's clinical record for full continuity of care.
Treatment Coordinator Actions
- Assign a Treatment Coordinator
Select the relevant team members and assign treatment planning tasks.
- Monitor Progress
Easily view the status of treatment planning and case acceptance to identify strengths and weaknesses.
- Identify Stalled Plans
Quickly spot pending or unaccepted plans across your practice, helping your team follow up before opportunities go cold.
Intuitive Design
- Drag & Drop
Use the drag-and-drop feature to build treatment plans.
- Multi Selector
Import multiple elements at once to build plans faster.
- Quick Estimates
Allows your team to quickly estimate the amount due for patients.
- Structure by Sequence or Priority
Arrange procedures by clinical sequence, urgency, or treatment priority, giving patients a clear roadmap from start to finish.
Integrated Financial Estimates
- Auto-Generated Breakdowns
Financial breakdowns are generated automatically from the procedures in the plan, eliminating manual pricing work.
- Linked to Treatment Structure
Estimates stay tied to the plan structure, so any change to a procedure updates the costing instantly.
- Multi-Phase Costing
Support phased treatment with clear costing at each stage, helping patients make informed financial decisions.
Customisations
- Branding
Use your own logo or practice branding to customise the treatment plan's appearance. Include a variation for each location, if desired.
- Patient Specifics
Add patient odontogram or relevant educational materials.
- Custom Templates
Create a design that works and save it for quick repeat use.
Easy Patient Acceptance
- At-Home Digital
Send proposed treatment plans and financial arrangements to the patient via the Patient Portal.
- In-Office Digital
Push the treatment plan to the Patient Kiosk for the patient to sign immediately for same-day treatment.
- In-Office Paper
You're in charge! Have your team print and sign treatment plans, then scan and upload them.
- Audit-Ready Acceptance Capture
Every digital acceptance is recorded with a full audit trail and stored in the patient record, supporting compliance and medico-legal documentation.
Treatment Tracking & Lifecycle Visibility
- Real-Time Status
Track accepted, pending, and declined plans across the practice in real time, with no manual chasing required.
- Version History
Every update is logged with a clear version history, so clinical teams always see the latest plan with full context behind earlier decisions.
- Linked to Appointments
Track treatment progress against scheduled appointments, ensuring nothing slips between planning and delivery.
FAQ
Why CareStack Is the Best Dental Practice Management Software
Easy! Propose treatment in either the odontogram or the Advanced Planner. Then right-click on the treatments to place them in plans or phases.
Yes! Use plans or phases for your work. Put all your treatment in a plan or section it out into phases. Allowing you to give the patient all the work needed or a piece of it at a time.
Sure! Assign the time needed to your proposed treatment, making it easy for your team to schedule work that needs completion and making it a breeze to 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.
Yes. CareStack auto-generates financial breakdowns from the procedures in each plan, with full multi-phase costing linked directly to the treatment structure. Any change to the plan updates the costing instantly.
Yes. Every digital acceptance is captured with a complete audit trail and stored in the patient record, supporting clinical governance, compliance, and medico-legal documentation requirements.
Yes. CareStack tracks every plan across accepted, pending, and declined statuses in real time, with full version history of updates and linkage to scheduled appointments, ensuring nothing slips between planning and delivery.
support@carestack.com
Trusted by 300+ Dental Practices
CareStack’s cloud dental software provides efficient practice management, world-class support, and modern tools and technology.
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