Engagement: Sending a Treatment Plan

This article will go through the steps to send a Treatment Plan through Engagement [Modento].

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Sending Treatment Plans with Engagement allows you to provide more visibility to your patients by delivering it directly to them in a customizable format. Here is a short video going through the steps to Send a Treatment Plan:

This is part of the Engagement Module. If you are interested in learning more, CLICK HERE to request a demo!

How to Send Treatment Plans

  1. Go to the Patients tab in the left side menu of Engagement

  2. Select the three-dot menu next to the patient's initials

  3. Hover over Forms and click Prepare a Treatment Plan

  4. Choose how you would like to send the Treatment Plan, Kiosk or Patient

    1. Selecting Kiosk will allow you to choose which kiosk device

    2. Selecting Patient will allow you to choose Auto, Text or Email

  5. Select the Drop Down Menu to choose from the existing treatment plans for that patient

    1. If you use Eaglesoft or Open Dental as your Practice Management Software, treatment plans have to be saved before they will populate in Engagement [Modento]. This is not applicable for Dentrix

    Important note for Eaglesoft users: The Treatment Plan name cannot have slashes in the name (/). Treatment Plans with "/" characters are not recognized by Eaglesoft and cannot be imported after they are signed by the patient.

  6. You can fully customize the document that appears on the right side in the Content section. Use the Format Menu to adjust & click into the text to make needed changes

    1. In addition to customizing the text of the treatment plan, you can also embed images. Adding images to a your treatment plans will assist you in educating your patients about their diagnosed procedure, which can in turn lead to an increase in treatment acceptance! Click here to download treatment plan images.

    2. If you use Eaglesoft or Open Dental, the insurance benefits will automatically calculate into the Treatment Costs box. If you use Dentrix, you will need to manually calculate the insurance contributions and adjust the estimated patient portion. Here's how:

      Click on the Treatment Costs box to insert a new row.

      Once the row has been inserted, you can manually calculate the insurance estimate and benefits information.

  7. Select the Check Boxes under Treatment Plan Columns to include or remove the Detailed Fees per Procedure Visibility and Hide Code Column to remove codes from the content

  8. Click on the Select Payment Options drop down menu. Select the available check boxes to choose the Payment Options you would like to provide the patient with

  9. Verify the Total Treatment Plan Cost and make any needed adjustments by typing new value into the text box

  10. Select if you would like to require patient to choose payment option

  11. Choose to select any additional settings:

    • Send an emailed copy to the patient after signing

    • Present as a QR-code

    • Require Patient Initials to View Treatment Plan (if signing on a kiosk)

    • Attach a Treatment Refusal Consent upon plan rejection (click here to learn more about Treatment Refusal Consents)

  12. Select Send and Close to complete

💥 If you do not have a payment option, you will receive the "The Patient Cost must be an Integer" error. 💥

In order to send an Engagement Treatment Plan, you must have at least one payment option created in your settings. To learn more about how to create treatment plan payment options, click here.

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