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Treatment Plans Crash Course

Learn how to build a treatment plan, add and price procedures, capture patient consent, print a summary, and activate the plan in Invent Medical.

Module Overview & Layout​

The Treatment Plan module lives inside a patient's record and lets doctors and clinical staff propose, price, and track a course of treatment from a single screen. Every plan is built around a few core areas:

  • Treatment Plans list — every plan created for the patient, with its provider, estimated fees, signed status, and overall status
  • Plan Details card — the plan's date, a descriptive title, and a free-text note for context
  • Procedures table — each procedure added to the plan, with its own Treatment Details tab (procedure, provider, priority, prognosis, treatment status and timeline, treatment notes) and Billing Details tab (insurance policy, package, price list, billing status, discount, and taxes)
  • Patient Signature panel — captures consent directly on screen or via a connected signature device
  • Print & Preview — generates a downloadable or printable plan summary, optionally including the dental chart
  • Activate action — marks the plan as accepted and puts it into effect
  • Treatment Plan Priorities (Configuration) — a clinic-wide list of custom priority labels used to sequence procedures

Together, these let a provider go from a blank plan to a signed, priced, and activated treatment plan without leaving the patient's chart.

Step-by-Step Process​

Creating a Treatment Plan​

Step 1: Start a New Plan​

From the patient's Treatment Plans tab, click Add New to open a blank plan for that patient.

Start a new treatment plan

Step 2: Enter the Plan Details​

Set the plan date and give it a descriptive title so it's easy to recognize later.

Enter plan date and title

Step 3: Add Plan Notes​

Click into the Note field to capture the context behind the plan, or load a predefined note from Note Templates.

Add plan notes

Adding Procedures — Treatment Details​

Step 1: Add a Procedure Line​

Click New Line to open the procedure editor for this plan.

Add a new procedure line

Step 2: Select a Procedure​

Click the Procedure field to open the catalogue, then choose the procedure to add. The provider and place of service are filled in automatically.

Select a procedure from the catalogue

Step 3: Set Priority and Treatment Status​

Choose a Priority to sequence the procedure against the rest of the plan, then set the Treatment Status to reflect where the procedure currently stands.

Set procedure priority and treatment status

Adding Procedures — Billing Details​

Step 1: Open Billing Details​

From the procedure editor, click the Billing Details tab to price the procedure.

Open the billing details tab

Step 2: Review Pricing and Confirm​

Adjust the insurance policy, price list, discount, and taxes as needed. Review the subtotal, tax, and total in the summary, then click Confirm to add the procedure to the plan.

Review pricing summary and confirm

Patient Signature​

Step 1: Begin Signing​

Scroll to the Patient Signature panel — consent can be captured directly on screen or through a connected signature device.

Open the patient signature panel

Step 2: Signature Captured​

Once signed, the signature is saved directly on the plan as part of the patient's record.

Captured patient signature

Printing the Treatment Plan​

Step 1: Preview the Plan​

Click Preview from the Print menu to see exactly what the patient will receive before printing.

Preview the treatment plan

Step 2: Choose What to Include​

Select whether to include the dental chart and the plan note, then click Print to generate the document.

Choose print options

Step 3: Review the Printable Summary​

The generated document includes patient details, a visual tooth chart, and a full breakdown of procedures and costs — ready to print, download, or open in a new tab.

Printable treatment plan summary

Activating the Plan​

Step 1: Activate the Plan​

Once the plan is ready, click Activate to mark it as accepted by the patient and put it into effect.

Activate the treatment plan

Configuring Treatment Plan Priorities​

Step 1: Open Treatment Plan Priorities​

From Configuration, select Treatment Plan Priorities to manage the clinic's priority labels.

Open treatment plan priorities configuration

Step 2: Create a New Priority Level​

Click Add New, enter a clear label indicating how soon the patient needs the service, and choose a distinct color.

Create a new priority level

Step 3: Reorder Priorities​

Click Change Ordering, drag priorities into the order you want, then click Exit Ordering Mode to save the new sequence.

Reorder treatment plan priorities

End-to-End Workflow​

  1. Open the patient's Treatment Plans tab and click Add New.
  2. Set the plan date, title, and note.
  3. Add each procedure: select it from the catalogue, set its priority and treatment status, and price it under Billing Details.
  4. Capture the patient's signature to record consent.
  5. Preview and print the plan, optionally including the dental chart.
  6. Activate the plan once the patient accepts it.
  7. Manage and reorder custom priority labels under Configuration as needed.

Best Practices​

  • Keep titles descriptive. A clear plan title makes it easy to find the right plan later, especially for patients with multiple plans over time.
  • Set treatment status as you go. Updating each procedure's status (Planned, In Progress, Completed, Referred) keeps the timeline accurate for reporting and patient communication.
  • Use priority labels consistently. Configuring a shared set of priority levels helps every provider in the clinic sequence procedures the same way.
  • Capture signature before printing. Getting patient consent first ensures the printed or downloaded copy reflects a fully accepted plan.
  • Review billing details per procedure. Insurance, discounts, and taxes are set at the procedure level, so double-check each line before confirming.

FAQ​

Q: Can I add more than one procedure to a treatment plan? Yes. Click New Line as many times as needed — each procedure gets its own Treatment Details and Billing Details tabs.

Q: What happens when I set a procedure's Treatment Status to Completed? The Started, Ended, and Completed timestamps become available so you can record exactly when the procedure took place.

Q: Can the patient sign on a device other than the screen? Yes. The Patient Signature panel supports both on-screen signing and connected signature devices.

Q: What's included when I print a treatment plan? The printed summary includes patient details, the plan note (optional), a visual dental chart (optional), and a full breakdown of procedures, quantities, discounts, taxes, and totals.

Q: Does activating a plan lock it from further edits? Activating marks the plan as accepted by the patient and puts it into effect; further procedure or billing changes should be made with care since the plan is now considered in force.

Q: Where do I manage treatment priority labels? Under Configuration → Treatment Plan Priorities, where you can add, color-code, and reorder priority levels for the whole clinic.

Q: Can I change the order of priority levels after creating them? Yes. Use Change Ordering in the Treatment Plan Priorities screen to drag levels into the order you want, then exit ordering mode to save.