TreatPath — Dashboard

Case analytics

Performance metrics across all signed treatment plans.

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Acceptance rate
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plans signed

Adjusted Case Acceptance i

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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

Dominant

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— plans

Influential

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— plans

Steady

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— plans

Conscientious

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— plans

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No style used

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— plans

Average case value by tier

Mean treatment value (before insurance) 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 All time

Which tier each DISC profile chooses most — toggle between styles to compare. Covers every plan on file; the period filter above doesn’t change it.

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

Decisions taken home

Patients who didn't sign in the chair, and what happened next. A "yes later" is a plan signed on a later day than it was presented.

Said yes later

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of signed plans

Value of later yeses

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treatment accepted after the visit

Still deciding → yes

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of patients marked still deciding

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

How discount codes work

How to make a code and use it

Set up a code once here and your team can use it on any plan during a presentation. Patients never see a list of codes. Staff open the staff menu on the iPad and choose Apply a discount code, and prices update on screen right away.

Making a code: three choices

1 · Code name

What staff type to use it, like COMPLETECARE or FAMILY10. Names are always uppercase, and no two codes can share a name.

2 · Applies to: what gets the discount

Entire plan Takes the discount off the total, whichever option the patient picks. Good for offers like a loyalty discount or a promotion.

Specific tier Discounts one option only. Staff tap which option when they apply it, so you can lower the price of Complete Care and leave the others alone.

Procedure Takes a dollar amount off one procedure. Staff tap which one when they apply it. Procedure codes are always a dollar amount.

3 · Discount type & value

% Percentage takes that percent off (10 = 10% off). $ Fixed amount takes that many dollars off (250 = $250 off). A percentage grows with the size of the plan. A fixed amount stays the same.

Applying one during a presentation

On the iPad, tap ← Staff to open the staff menu and choose Apply a discount code.
Type the code name and press Enter.
For a tier or procedure code, tap which option or procedure it goes on.
Prices update right away. The old price shows crossed out, with a small tag naming the code. A plan can have more than one code, but each code only once.

Your codes are listed above the form, and you can remove one at any time. Plans already presented keep their discount. Turning discount codes off hides Apply a discount code from the staff menu.

Settings

ASK AI

Getting started & support

Short videos that walk you through TreatPath, and an assistant that answers "how do I…" questions.

👁 What patients see

Settings for the iPad screen and the receipt. Check the preview below as you go.

Live preview of the patient’s screenupdates as you change things

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

When this is on, each option on the patient’s screen starts with a short summary that AI writes for that plan, in the behavioral style you picked, with more detail when the patient taps in. When it’s off, the same cards use TreatPath’s standard descriptions and no summaries are written. Either way, the signing screen lists every procedure.

Show financing to patients

Shows monthly payment amounts and APR on the patient’s screen. Turn it off if your practice doesn’t offer financing, and patients see totals only.

Financing terms shown to patients

The financing terms your practice really offers, in one short phrase (80 characters max). It replaces the standard APR wording on the patient’s financing bar. Blank means patients see 0% APR up to 24 months, so leave it blank only if that’s what you offer.

Default financing term

The number of months patients see first. They can change it.

Default financing provider

The financing company patients see first. They can switch to another.

Financing application link

Adds a "See if you qualify" link under the patient’s financing bar. CareCredit works with no setup. Cherry and Sunbit give each practice its own link, so paste yours here.

Connect

When Cherry is the selected provider, patients see Cherry’s real payment plans for your practice, with your terms and APRs, instead of our estimate. To show them first, set Cherry as the default provider above. To connect, open your Cherry portal, go to Settings → Custom Integrations, create a Business API Key and paste it here. We check it with Cherry before saving.

Not connected.

Show "Not covered" label

Shows a "Not covered" label on procedures insurance won’t pay for, like lab fees. The insurance math is the same either way.

Behavioral style on review links

When a patient opens a review link on their phone, it can use the same behavioral style you picked for their plan in the planner. Choose Standard to show every review link the same way.

🏥 Your practice

Your name and contact details, plus how TreatPath reads insurance, groups treatments and applies discounts.

Practice name

Patients see it at the top of the iPad screen and on the plan they sign. Changing it never changes your office code.

Contact details for patients

Printed on plans emailed to patients so they know who to contact, and replies to those emails come to this address. Use your front desk’s details. Patients can’t be emailed a copy of their plan until you add an email here.

Read insurance amounts from uploaded reports

When an uploaded report splits each procedure into Patient and Primary insurance amounts, TreatPath reads those amounts in. Staff check them before anything is applied. Turn this off only if you never want amounts read from reports.

Automatically bundle treatments

Groups procedures that belong to one treatment, like an implant with its graft, abutment and crown, so the patient accepts or removes them together. Automatic also uses AI to find groups the built-in rules miss. Rules only doesn’t use AI and groups only same-tooth work and lab fees. Either way, staff can Unbundle or Undo on the review screen.

Discount codes

Codes your team can use during a presentation. A code can take a percent or dollar amount off the whole plan or one tier, or a dollar amount off one procedure. When this is on, staff find Apply a discount code in the staff menu on the iPad.

👥 Your team

Who works here, their PINs and their roles.

Team

Everyone at your practice. Each person gets a 4-digit staff ID and shows up in the planner’s presenter list.

ALWAYS ON

User Profiles

Each person signs in with their own 6-digit PIN. This is always on. Their 4-digit staff ID is public, but only they know their PIN, so the access log shows who really did what. After 20 minutes with no activity, the screen goes back to the PIN prompt. Admins add and remove people, reset PINs and choose other admins.

iPads

Pair an iPad once. After that, staff open today’s plans on it with their PIN instead of typing a code. Every paired iPad shows the same list, and typing a code still works on any iPad.

AI presenter suggestion

Adds a ✦ button next to the presenter list in the planner. Once presenters have at least 5 plans each, AI suggests who should present a case, based on the patient’s behavioral style and the type of case.

⚙️ Behind the scenes

How the dashboard looks and refreshes, help links, and closing your account. You won’t need these often.

Dashboard theme

Changes how the dashboard and planner look for everyone at your practice.

Dashboard auto-refresh interval

How often the dashboard reloads your plans and numbers on its own.

Quick links

Our website and how to reach us.

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gettreatpath.com

Website, portal, and documentation

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