Sending Treatment Plans

To send a treatment plan to a patient:

  1. Log in to Patient Bridge using a Practice Manager or a User profile.

  2. Search for the patient to whom you would like to send the treatment plan.

  3. From the patient’s profile, click Treatment Plans. The patient's treatment plans are displayed in a list.

  1. Select the treatment plan you want to send from the list.

  1. Select a template for the treatment plan from the drop-down list. 

Note: Do not select the Target Treatment Plan template. 

  1. Customise the plan by selecting the treatment and pricing you want to include on the plan. Enter additional information as needed.

  2. Select whether you would like to send the plan to the patient or view it on your practice device.

  3. Select the message template to which you want to attach the plan.

  4. Click Send.

 

Related Topics

Adding Users

Sending SMS Messages

Sending Bulk Messages

Viewing Recent Messages Sent to Patients

Sending Recalls

Creating an Online Booking Service

Creating an Online Booking Schedule

Creating an Online Booking Website Link

Booking an Online Appointment

Checking the Status of Payments

Skill Sharpeners