There are several straightforward methods to add your Treatment Plans and signed worksheets to your office system.

One option is using iCloud Drive, which works seamlessly on both Mac and Windows. For Mac users, go to the Apple menu, select System Settings or System Preferences, then choose Apple ID and click iCloud. Ensure iCloud Drive is turned on, and click “Options” next to iCloud Drive to select the folders or apps you’d like to sync. Once set up, your files will appear in Finder under iCloud Drive.

For Windows users, download iCloud for Windows from the Apple website or Microsoft Store. After installation, sign in with your Apple ID, check the box for iCloud Drive, and click “Apply.” A new folder called iCloud Drive will show up in File Explorer, where you can access your files just like any other folder. After setup, you can save your Treatment Plan directly to iCloud Drive from the Files app on your iPad when sharing a Treatment Plan.

Another option is to use a file transfer service like Snapdrop, which is an AirDrop alternative. Open snapdrop.net on both your iPad and PC in a browser, and you can wirelessly transfer files between devices connected to the same Wi-Fi network.

The simplest method, requiring no setup, may be to email or message the Treatment Plan. Just as you would when sharing a Treatment Plan with a patient, you can send the Treatment Plan to your office email and open it on your office computer.

Once the Treatment Plan is on your office computer, you can use the import function in your practice management software to add the PDF to the patient’s chart.  Instructions for individual popular practice management software systems are below.

Dentrix G7 (on-premise):

     1.     Open the Patient Chart.

     2.     Click on the Document Center icon.

     3.     Select the correct patient from the list.

     4.     Click Acquire > From File.

     5.     Browse to your PDF file and click Open.

     6.     Choose the document type and add notes if needed.

     7.     Click OK to save.

Dentrix Ascend (cloud):

     1.     Go to the patient’s Overview page.

     2.     Click on Documents.

     3.     Select Upload Document.

     4.     Browse and choose the PDF.

     5.     Select Document Type and optionally enter a note.

     6.     Click Upload

Eaglesoft

     1.     Open the Patient File.

     2.     Go to the SmartDoc tab.

     3.     Click New Document > Import.

     4.     Browse to the location of your PDF.

     5.     Select the document and click Open.

     6.     Choose the Document Type, Date, and optionally add notes.

     7.     Click Save.

Open Dental

     1.     Go to the Patient Chart.

     2.     Click on the Images module.

     3.     Click Import.

     4.     Browse to the PDF file and select it.

     5.     Choose the appropriate category (e.g., “Documents”).

     6.     Click OK to complete the import.

     Note: PDF preview is limited; PDFs are typically launched in your default viewer.

Curve Dental

     1.     Navigate to the Patient Record.

     2.     Click the Files tab.

     3.     Select + Add File or drag and drop the PDF into the upload area.

     4.     Choose the file category (e.g., “Insurance”, “Consent”, etc.).

     5.     Enter a description if needed.

     6.     Click Save.

CareStack

     1.     Go to the Patient Dashboard.

     2.     Click on the Documents or Attachments tab.

     3.     Click + Add Document.

     4.     Choose Upload File.

     5.     Browse to and select the PDF.

     6.     Choose the document type and optionally enter a description.

     7.     Click Upload.

Denticon

     1.     Open the Patient Profile.

     2.     Click on the Documents tab.

     3.     Click Add Document.

     4.     Choose Browse, locate the PDF, and click Open.

     5.     Select a category and add any relevant notes.

     6.     Click Save or Upload.

tab32

     1.     Navigate to the Patient’s File.

     2.     Go to the Documents section.

     3.     Click + Add Document or Upload.

     4.     Browse for the PDF file and select it.

     5.     Pick a document type and optionally fill out additional fields.

     6.     Click Save.