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Signed plans
All treatment plans signed by patients. Click a row to view the full summary.
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Delete plan?
This removes the plan from all list views. By default it stays in your analytics so your acceptance rate stays accurate.
Type DELETE to confirm permanent removal:
Unsigned plans
Plans sent but not yet signed — including declined and test plans. Delete them here to keep your records clean.
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Archived plans
Plans that have been archived. You can restore or permanently delete them here.
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Case analytics
Performance metrics across all signed treatment plans.
Period:
Acceptance rate
—
plans signed
Plans sent
—
total treatment plans
Avg. case value
—
per signed plan
Total revenue
—
across all signed plans
Tier selection breakdown
Which tier patients chose most often
Tier 1 · Urgent
—
—
Tier 2 · Proactive
—
—
Tier 3 · Complete
—
—
Overall acceptance
Signed vs sent plans
—
signed
Signed —
Unsigned —
Avg value —
DISC behavioral style performance
Acceptance rate and average case value by behavioral presentation style
D
Dominant
—
— plans
I
Influential
—
— plans
S
Steady
—
— plans
C
Conscientious
—
— plans
—
No style used
—
— plans
Average case value by tier
Mean patient-paid amount for each accepted tier
Tier 1 · Urgent Care
—
—
Tier 2 · Proactive Care
—
—
Tier 3 · Complete Care
—
—
Tier selection by behavioral style
Which tier each DISC profile chooses most — toggle between styles to compare
Tier 1 · Urgent Care
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Tier 2 · Proactive Care
—
Tier 3 · Complete Care
—
Total plans: —
Signed: —
Acceptance rate: —
Avg case value: —
💡
AI Insight
Analyzing your data...
Settings
Configure TreatPath for your practice. Changes save instantly.
🎨 Appearance
Dashboard theme
Changes the look of the entire dashboard
🏥 Practice
Auto-archive timingTemporarily unavailable
Auto-archive is temporarily unavailable while we improve it. Plans will not be archived automatically for now — you can still archive individual plans manually, and everything in the archive is always recoverable from the Archived tab.
✓ Plans in the archive can always be restored with the Restore button.
Practice name
Shown in the top right corner of the patient view
Default financing term
Pre-selected months when patient view loads
Default financing provider
Pre-selected provider when patient view loads
👁 Display
Show "Recommended" badge on Tier 2
Whether the Recommended badge appears on the Proactive Care card
Show "Not covered by insurance" label
Whether patients see the "Not covered" label on lab fees and excluded procedures. Insurance is still calculated correctly either way.
✓ Settings saved
🧩 Features
Presenter tracking
Track which team member presents each plan. Adds a presenter dropdown to the planner, a Presenters analytics tab to the dashboard, and a subtle presenter indicator on the patient view.
Presenters
Signed-rate goal thresholds
Controls when a presenter's signed rate shows green, yellow, or red on their card.
AI presenter suggestion
Adds a "Suggest presenter" button to the planner. After at least 5 plans per presenter are collected, AI will recommend who should present based on the patient's behavioral style and case type.
Discount codes
Create reusable discount codes that staff can apply during patient presentation. Codes can take a percentage or fixed amount off the entire plan, or a fixed amount off a specific procedure. A discreet Apply Discount button will appear in the patient view when enabled.
New code
Applies to
Discount type
Value
📊 Data & refresh
Remember my page position
When switching between tabs, remember which page you were on and return to it.
Dashboard auto-refresh interval
How often the signed plans list refreshes automatically