Treatment plans

Before you start

• Every request needs a bearer token from POST /authenticates. See Authentication.
• Requests take the practice's subdomain and a location_id. See Institutions, syncs, and locations.

Overview

A treatment plan is a set of procedures a provider recommends for a patient. A provider usually creates a plan after an exam. Practices use them to present treatment options, help patients understand out-of-pocket costs and record the planned care before work begins.

A treatment plan can contain one or more procedures. A patient can have more than one treatment plan.

Example use cases

• Use the view treatment plan endpoints to show patients their proposed procedures online. Patients can approve them or ask questions before the practice schedules the work.

• Use treatment plan data to build a follow-up workflow that reminds patients about treatment plans they have not finished or accepted. This improves case acceptance rates.

Treatment plans response

{
  "code": true,
  "description": null,
  "error": null,
  "data": {
    "id": 423,
    "name": "Active Treatment Plan",
    "patient_id": 115,
    "updated_at": "2020-06-05T20:16:57.007Z",
    "status": "proposed",
    "procedures": [
      {
        "id": 11,
        "location_id": 21,
        "patient_id": 162,
        "provider_id": 84,
        "appointment_id": 283,
        "code": "D6100",
        "name": "Implant Removal",
        "status": "referred",
        "updated_at": "2020-06-05T20:16:57.007Z",
        "body_site": {},
        "fee": {
          "amount": "62.00",
          "currency": "USD"
        },
        "start_date": "2022-06-24",
        "end_date": "2022-06-24"
      }
    ]
  },
  "count": null
}