Staff view
New treatment plan
Enter patient info and paste the treatment plan from your practice management system.
Presentation tiers
How many options do you want to show the patient?
Adaptive patient view
Select a behavioral style to personalize the iPad experience
🔍 Also scan for real insurance amounts
New
Turn this on before capturing or uploading your screenshot.
📄
Plan longer than one page? Upload the PDF instead.
You can now upload a multi-page PDF and TreatPath reads every page together — strongly recommended over
taking separate screenshots, which can miss rows at a page break or count the same procedure twice.
or paste text directly
Classifying procedures...
AI is sorting the treatment plan into the three tiers.
Staff view — Step 2
Review & adjust
AI has sorted the procedures into care tiers — the plan below is ready to present. Give it a quick once-over, then send it to the patient.
🍒 Cherry financing widget
Shows the "Check approval with Cherry" link on the patient's financing bar when they pick Cherry as their provider.
✓
Ready for the patient
Hand the iPad to the patient — the plan link is ready. The code below is their unique plan identifier.
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Your treatment options
Choose the plan that works best for your health and budget.
Your selection will be saved and the front desk will confirm your appointment.
Plan accepted
Thank you. Your plan has been recorded and the team will follow up shortly.