Treatment Plan Worksheet: Adding Notes and Signing

For additional personalization of the Treatment Plan Worksheet, the user can add notes by enabling the Add Notes section to include any relevant comments regarding the treatment or patient.

When the worksheet is complete, the patient may sign it directly on the iPad, after which the form can be printed using an AirPrint-enabled printer or shared via email, just as you would with a Treatment Plan. Some offices prefer to print the worksheet before the patient signs, as the act of putting pen to paper can feel more like a contractual agreement and carry more perceived weight. In that case, once the patient signs the printed worksheet, scan it into your practice management software and give the patient their signed copy. This process promotes clarity, accountability, and a more confident financial conversation.

When the worksheet is complete, select “Start Over” to reset the process and begin preparing the worksheet for the next patient.

This structured approach helps clarify financial expectations, builds trust with patients, and improves patient commitment, resulting in smoother financial interactions.