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Supported integrations
For now, treatment plans are only supported for Dentrix, Dentrix Enterprise, Eaglesoft, and Open Dental.

Overview

Treatment plans are proposed sets of procedures a provider recommends for a patient. These plans are typically created after an exam. Treatment plans are often used to present treatment options to patients, help them understand out-of-pocket costs, and document the intended care strategy before work begins.

A single treatment plan may contain one or more procedures and patients can have multiple treatment plans.

Example use cases

Use view treatment plan endpoints to show upcoming proposed procedures to patients in a digital experience, allowing them to approve or ask questions before work is scheduled.
Use treatment plan data to build a follow-up workflow that reminds patients about incomplete or unaccepted treatment plans, improving case acceptance rates.

Treatment plans response

{
  "code": false,
  "description": "Description",
  "error": "Error",
  "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": 2
}