Printing and Sending

Once you’ve added the necessary Modules to the patient’s Treatment Plan, and you’ve edited and organized them appropriately, tap the “Send” button in the upper right corner of the Icon View or Sidebar. You’ll then be prompted to obtain the patient’s signature, which will be included on the Treatment Plan as an acknowledgment of their understanding of the proposed treatment. This signature is particularly important if the patient decides to refuse treatment, as it helps establish a legal record of the conversation. If you prefer not to capture a signature, simply tap “Skip.”

Afterward, you will have multiple options for sharing the Treatment Plan, including via email, text, or print. Most users will print a copy to an AirPrint-enabled printer, which can be attached to the Treatment Plan Worksheet generated within DDS GP (see the Treatment Plan Worksheet section for further details). An electronic copy is typically sent to the patient for follow-up and to the office’s computer system, where it can be stored in the patient’s paper or electronic chart. The cover letter included with your Treatment Plan will be based on the one you’ve customized in the app’s Settings, which is explained in the Initial Setup section of these instructions.