Treatment Plans

The Course of Treatment, Not Just the Next Visit

Q: Can a plan item point at a specific tooth or area?

Yes. An item can target a tooth from the chart or an area from the body map. That makes the plan specific enough to book from, and specific enough to check against afterwards.

Q: Does a plan track money as well as work?

It does. A plan carries its total, what has been invoiced, and what remains outstanding. A course of treatment does not need a separate spreadsheet to answer "how much of this is paid for".

Q: Can the client see their plan?

You can share a plan with the client, and you control what it shows. Discussing a course of treatment goes considerably better when both sides are looking at the same list.

Lay out what a client needs across several appointments, with what each part costs and what has been paid. A long treatment becomes a plan rather than a series of surprises.

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How It Works

Build a plan from the work a client needs, with a title and a due window per item

Each item can point at a tooth or a body area, so "crown on 26" is a scheduled piece of work

Track what the plan costs against what has been paid, item by item

Key Benefits

Plan items with their own titles, due dates and body or tooth targets

Plan money — the total, what is invoiced, and what is still outstanding

Staged treatment, where later stages depend on earlier ones being done

Items convert into appointments, so a plan actually gets booked

Share a plan with the client, so they can see the course and the cost

The plan sits in the record beside notes, charts, files and consents

In detail

An item is a piece of work, not a line of prose

Each item has its own title, its own due window and its own target — a tooth, an area, a service. That is what lets a plan be booked from directly, and what lets you answer "what is left" without re-reading a paragraph and interpreting it.

Money is part of the plan, not a parallel document

A course of treatment has a total, some of it is invoiced, and some of that is paid. Holding those three numbers on the plan itself is the difference between telling a client where they stand and promising to check and call them back.

Stages hold their order

Some work cannot happen until earlier work is done, and a plan that ignores that produces bookings that have to be undone. Staged items keep their sequence, so what gets offered next is what can actually be done next.

From inside Stylon

Plan items with their own titles, due dates and body areas

What a treatment plan costs, and what has been paid so far

What's included

Titled plan items: Own title, due window, and a tooth, area or service target.
Plan money: Total, invoiced and outstanding, held on the plan itself.
Staged sequences: Later stages wait for earlier ones, so bookings stay possible.

Frequently Asked Questions

Can a plan item point at a specific tooth or area?

Does a plan track money as well as work?

Can the client see their plan?

How to Use: Treatment Plans

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