How do I create a treatment plan template?
Open a new course of treatment
Chart the treatment plan as you would wish it to appear in future use. If a particular treatment item needs to be charted on a tooth, just chart on any tooth for the purpose of creating the template.
💡 Top Tip: Although we recommend creating these on a test patient, you can create this course of treatment on any patient, as we will not be charging or completing the items, and they can be removed later after the template has been made.
Once you have charted all the treatment items needed, switch to 'Plan Templates' in the top-left of the chart screen
To save this treatment plan as a template, click the '+ New' button.
Give the template a name to help when choosing it from a list and select which treatment category this falls into.
Under 'Access' choose whether this template is 'Personal' or 'Shared'.
Then click 'Save'.
The template can now be selected from the list and used on any patient.
To help find your templates, they can be marked as favourites using the 'star' ⭐️ icon, and searched for using their name or category, just like treatment items.
For more information on how to use your treatment plan templates visit our dedicated help article here.
How to edit a treatment plan template
Treatment plan templates cannot be edited directly once they’ve been saved. However, you can manually update a template by following these steps:
Chart the existing template on a patient as if you were using it normally.
Make any necessary changes to the charted plan — add, remove, or adjust treatment items as needed.
Once you’re happy with the changes, switch to the 'Plan Templates' tab and click the '+ New' button to save the updated version as a new template.
Give the updated template a clear name, and choose the appropriate category and access level.
Click 'Save' to create the new version.
To avoid confusion, you may wish to remove the original template first by clicking the bin icon next to it and confirming the deletion.
💡 Top Tip: If you're making frequent updates to templates, consider including version numbers or dates in the name to keep track of the most recent version.
Difference between 'Personal' and 'Shared' treatment plan templates
Templates can be created as 'Personal' or 'Shared'.
Shared templates can be seen and used by anyone at your practice.
Personal templates will only be seen by the user who created them.
When saving a treatment plan template as 'Personal' additional information will be retained to ensure a fully customised experience.
We will retain the following information when saving a 'Personal' template :
Custom pricing & duration
Clinical notes
Appointment details
📝 Please note: All templates that exist prior to the introduction of this feature in April 2024 will be automatically marked as shared.
Why should I use treatment plan templates?
Treatment plan templates allow you to chart multiple treatments and appointments for a patient with a single click saving you considerable time when charting complex and long treatments 🎉
In addition, they will ensure consistency across larger practices and groups, allowing the same procedures to be used for each type of treatment plan.
How to remove a treatment plan template
To remove a treatment plan template, click the bin next to it on the treatment plan template screen.
Then 'Confirm' your deletion.