How To Send a Patient Their Treatment Plan

This guide shows you how to send back a treatment plan once a new consult request has come into your account.

Step 1 - Go to the Consult Request section on the left side menu 

Step 2 - Find the patient in the list that you want to send a treatment plan to 

• All patients that have gone through the Docovia widget on your website will be present in this section 
• The patients with the status of 'Awaiting Consult' can be considered new and are awaiting their treatment plan 

Step 3 - Click the patient's status button to open up their file and review their submission 

• Once you click into the patient's status button you will see the following: 
• Their contact information 
• The answers to your intake questions 
• The patient's photos

Step 4 - Send back the initial Treatment Plan 

• Scroll down to the section labeled 'Your Assessment' 
• Fill in the required fields 
• Click the button labeled 'Send plan to patient' 

Tip: Setting up treatment plan templates will help you to work quicker & more effectively once you reach this step. CLICK HERE TO LEARN MORE.