Your account needs to be activated before you can access TreatPath.
TreatPath is $299.99/mo for a single office · $199.99/mo per office for groups of 2–10.
Subscribe from your practice portal at
gettreatpath.com
— access switches on the moment payment clears — or enter an access code from the TreatPath team below.
Questions or renewals: support@gettreatpath.com.
!Your trial has ended — TreatPath is read-only.
That's why saving, editing and new plans are switched off. You can still open, search, print and export every past plan. The staff planner stays locked until a new access code is entered.
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Plans that have been archived.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:
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Acceptance rate
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plans signed
Adjusted Case Acceptance
i
Dollar-weighted acceptance rate. Numerator: the accepted value of every signed plan, at whichever tier the patient chose. Denominator: the full Complete Care (highest tier) value of every plan presented, signed or not — the total treatment diagnosed. Both sides are gross treatment fees before insurance. Unlike the plan-count Acceptance rate above, this shows how many of the diagnosed dollars actually get accepted — including when a patient signs a smaller tier than was recommended.
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of proposed treatment $
Plans sent
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total treatment plans
Avg. case value
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per signed plan
Total revenue
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across all signed plans
Tier selection breakdown
Which tier patients chose most often
Tier 1 · Urgent
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Tier 2 · Proactive
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Tier 3 · Complete
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Overall acceptance
Signed vs sent plans
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signed
Signed —
Unsigned —
Avg value —
DISC behavioral style performance
Acceptance rate and average case value by behavioral presentation style
D
Dominant
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— plans
I
Influential
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— plans
S
Steady
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— 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
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Tier 2 · Proactive Care
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Tier 3 · Complete Care
—
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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
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Tier 3 · Complete Care
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Total plans: —
Signed: —
Acceptance rate: —
Avg case value: —
💡
AI Insight
Analyzing your data...
All-time data across every plan on file — not affected by the period filter on the Overview tab.
Procedures tracked
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unique procedures proposed
Top acceptance
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highest acceptance rate
Most often declined
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lowest acceptance rate
Procedure-level performance
How often each procedure is proposed vs. accepted, and the revenue it's brought in. Sorted by how often it's proposed.
Procedure
D-code
Offered
Accepted
Declined
Acceptance rate
Revenue
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All-time data across every plan on file — not affected by the period filter on the Overview tab.
Plan funnel
Where plans drop off between being sent and being signed
Avg. time to open
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from plan sent
Avg. time to sign
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from plan sent
Signed same day
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of signed plans
Acceptance rate by day of week
When plans are sent, and how that correlates with signing
All-time data across every plan on file — not affected by the period filter on the Overview tab. Financing terms are only recorded for plans signed after this feature was added.
Acceptance by insurance mode
How insurance configuration correlates with case acceptance
Insurance mode
Plans sent
Signed
Acceptance rate
Avg. case value
Financing terms chosen
Which financing length signed patients selected
Discount usage
How often discounts are applied and their impact on revenue
Plans with a discount
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of signed plans
Total discounted
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across all signed plans
Help & Training
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Hi! I can walk you through anything in TreatPath — scanning a plan, getting it onto the iPad, what the tiers mean, settings, or fixing something that's not working. What can I help with? (Please don't include patient names or details.)
How discount codes work
A 2-minute guide to creating and applying them
Discount codes are reusable — set one up once here, and your team can apply it to any plan
during a presentation. Patients never see a list of codes: a discreet
Apply a discount code option lives in the staff action menu
on the patient view, and prices update on screen the moment a code is entered.
Creating a code — the three choices
1 · Code name
What staff will type to apply it — like COMPLETECARE or FAMILY10.
Names are always uppercase, and each name can only exist once.
2 · Applies to — what gets discounted
Entire planTakes the discount off the plan’s full total, whichever option the patient chooses. Use this for practice-wide offers — a loyalty discount, a promotion.
Specific tierDiscounts just one of the plan’s care options. When staff apply it, they tap which option it goes on — so you can sweeten Complete Care without touching the others.
ProcedureTakes a fixed dollar amount off one single procedure — staff tap which one when applying. It’s always a dollar amount (a percentage of one line item is rarely what anyone means).
3 · Discount type & value
% Percentage takes that percent off (10 = 10% off).
$ Fixed amount takes that many dollars off (250 = $250 off).
Percentages scale with plan size; fixed amounts feel concrete on smaller cases.
Applying one during a presentation
On the patient view, open the staff action menu and choose Apply a discount code.
Type the code name and press Enter.
Tier and procedure codes ask one more tap — which option or which procedure it applies to.
Prices update instantly: the original shows crossed out, and a small tag names the active code. Different codes can stack on the same plan; the same code applies once.
Your existing codes are listed above the form — remove one there any time; plans already presented keep what was applied.
Turning the whole feature off simply hides the Apply Discount option from the staff menu.
Settings
ASK AI
Getting started & support
Short walkthrough videos for every step of TreatPath, plus an assistant that answers "how do I…" questions.
👁 What patients see
Everything on the iPad and the receipt — change it here, watch it above.
Live preview — what the patient seesupdates as you change things
RECOMMENDED
Proactive Care
A steady plan: protect what’s healthy, restore what needs it now, and stage the rest.
Porcelain crown · #30$800
Whitening — both archesNOT COVERED$425
or ~$68/mo · Cherrysee if you qualify →
AI-written plan summaries
With this on, each option on the patient view opens with a short plain-English summary written for that specific plan (AI-assisted, in the voice of the behavioral style you chose), plus a fuller version when the patient taps in. With it off, the cards keep the same layout but use TreatPath's standard built-in descriptions instead, and no summaries are generated for your plans. The signing summary always shows every procedure either way.
🔒 AI summaries are temporarily unavailable — plans are using the standard descriptions until they return.
Show financing to patients
The financing bar, monthly amounts and APR on the patient view. Turn off if your practice doesn't offer financing — patients then see totals only.
Financing terms shown to patients
Replaces the built-in APR labels with your practice's real terms. Keep it short — one phrase, 80 characters max; it sits inline on the patient's financing bar. Leave blank only if your financing actually offers 0% APR up to 24 months — because that is what patients will read.
Default financing term
Pre-selected months when patient view loads
Default financing provider
Pre-selected provider when patient view loads
Financing application link
Shows a "See if you qualify" link on the patient's financing bar. CareCredit works with no setup (universal apply page). Cherry and Sunbit issue each practice its own link — we add yours during onboarding.
Show "Recommended" badge on Tier 2
Whether the Recommended badge appears on the Proactive Care card
Show "Not covered" label
Whether patients see the "Not covered" label on lab fees and excluded procedures. Insurance is still calculated correctly either way.
🏥 Your practice
Identity on plans, receipts and emails. Your office code never changes.
Practice name
Shown in the top right corner of the patient view
Contact details for patients
Printed at the bottom of any plan you email to a patient, so they know
who to ask. These are your practice's details — never TreatPath's. Leave blank and the
document simply tells them to call your office.
Read insurance amounts from uploaded reports
When an uploaded report includes a Patient / Primary insurance breakdown, TreatPath reads the real per-procedure amounts automatically and shows them for review before anything is applied. Reports without a breakdown are unaffected. Turn off only if your office never wants scanned amounts.
Automatically bundle treatments
After a plan is sorted, procedures that clearly belong to one treatment — an implant with its graft, abutment and crown; a crown with its buildup and lab fee — are grouped so the patient accepts or removes them as one. Automatic also asks AI to spot groups the rules can't, and applies them with a note on the review screen (Unbundle or Undo reverses it). Rules only makes no AI call: only unmistakable structure is grouped — same-tooth chains and lab fees.
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
👥 Your team
People, roles, PINs — every action in TreatPath carries a name.
Team
Your practice’s roster. Everyone you add gets a visible 4-digit staff ID and appears as a presenter on plans.
Staff IDs are shown next to each name and visible to the whole office, so nobody is ever locked out by a forgotten code. Plans, analytics and the access log credit the person signed in. Adds a Presenters analytics tab and a subtle presenter indicator on the patient view. Turning this off also turns off staff IDs — plans and the access log are then attributed to the practice only, not to individuals.
ALWAYS ON
Team members
Signed-rate goal thresholds
Controls when a presenter's signed rate shows green, yellow, or red on their card.
User Profiles
Every team member signs in with their own 6-digit PIN — always on. The first person to sign in becomes the administrator; add and manage the rest here. Their 4-digit staff ID stays as their visible identifier; the PIN is the part only they know, so plans and the access log record who, verified. Twenty minutes without activity locks back to the PIN screen. Admins manage profiles, reset PINs and change settings; everyone else builds and sends plans.
Who's the first admin?
Usually the doctor or office manager. They can make others admin afterwards.
Profiles
Locked out? Recovery
If every admin has forgotten their PIN, the office login can reset one PIN here as a recovery step. It is recorded in the access log as a recovery action — use it only when there is no admin who can do it normally.
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.
⚙️ Behind the scenes
Dashboard housekeeping — you’ll rarely need this stop.
Dashboard theme
Changes the look of the entire dashboard
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
Your roster, and how each presenter’s plans are performing.
Performance breakdown by presenter. Select a presenter to view their stats and generate an AI insight.
Period:
No presenter data yet. Add team members in Settings and start sending plans, and presenter names to get started.
Plan detail
✦ Practice Advisor
Ask about your acceptance rate, revenue, or how to improve case acceptance. Uses only aggregate practice data — never individual patient records.
👤
Who’s working?
Tap your name, then enter your PIN.
Not on the list? An admin can add you in Settings → Presenter tracking.
🗝️
Set up your administrator
This is the first person to sign in — usually the doctor or office manager. They can add the rest of the team afterward. You’ll choose a 6-digit PIN next.