Treatment Plans

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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
}