Everything you need to know.

Setup takes a few minutes. Create your account and start your free trial at gettreatpath.com/start (with an access code from our team, use the access-code option on that same page instead; no card needed), and open app.gettreatpath.com/planner in Google Chrome. It has to be Chrome; other browsers may cause problems. The first time in, you create your practice's administrator with a personal PIN. There's nothing to download or install, and you don't need IT.

No. AI costs are included in your TreatPath subscription. You don't need an Anthropic account, an API key, or anything to configure. We handle it on our end, on an environment covered by a signed Business Associate Agreement.

Yes. TreatPath is a cloud application. The staff planner, the patient iPad view and the dashboard all run in a browser and connect over the internet. There's no offline mode.

So the staff computer and the iPad each need their own working connection. They don't need to be on the same network, or even in the same building: the iPad can be on office WiFi, a guest network or a phone hotspot and it will still open the correct plan.

No. TreatPath runs in the browser, so there's nothing to install and no server to maintain. Staff open it in Chrome on whichever computer they're using, and the patient iPad opens your practice's own link. You don't need to change your network or call IT.

Your practice's patient link is in your portal under Launch TreatPath. It looks like app.gettreatpath.com/patient?office=ABC. Open it in Safari on the iPad and bookmark it, or add it to the home screen. Before handing the iPad to a patient, staff open the link and type the plan's 6-digit code. On a paired iPad, they can sign in and tap the patient's name instead.

• The iPad just needs any internet connection
• The link is permanent and never changes
• A home-screen icon is the quickest way back to it between patients

Yes. Pair each iPad once, and staff open today's plans on it with their own PIN. There's no code to carry from the computer to the iPad. Typing a code still works on any iPad, paired or not.

• Any team member, signed in with their own PIN, opens Settings → iPads in the dashboard (or the planner's Settings), types a name for the iPad and clicks Pair an iPad
• On the iPad, open your patient link, tap Pair this iPad under the code box and enter the 6-digit pairing code. It works once and expires after 10 minutes
• From then on, staff tap Staff sign-in on the iPad, tap their name, enter their PIN and pick the patient from Today's plans

The same panel lists your paired iPads; an administrator can Rename or Forget one. Forgetting an iPad ends its pairing at once; it goes back to the plain code screen.

Treatment plan data (names, procedures, costs and signatures) is stored on TreatPath's cloud infrastructure so your staff computer and the patient iPad stay in sync. It's encrypted in transit and at rest, and each practice's data is isolated from every other practice's.

Four outside services handle patient information: a cloud database stores your plans; a cloud hosting provider runs the application; an AI provider reads the plans you scan, and also writes the plain-language descriptions patients see; and a mail relay delivers a copy of a plan only when someone asks for one. We hold executed Business Associate Agreements covering all four, each on a HIPAA-configured environment. No other outside service receives patient information. Our error monitoring is set up to exclude it, and we check that it does. Our Security page lists exactly what each service receives.

The scan image may contain whatever is visible on your PMS screen, including patient identifiers. That's expected, and it's covered: the AI provider processes it under a signed Business Associate Agreement, on a HIPAA-configured account, and does not train on it.

TreatPath stores and processes protected health information on your practice's behalf, which makes us a business associate under HIPAA. That means a Business Associate Agreement must be in place before you use TreatPath with patient information. Your practice accepts ours when you sign up (it's the same box that accepts the Terms of Service and Privacy Policy), and we keep a record of that acceptance. Want a countersigned copy, or prefer to sign it separately first? Email support@gettreatpath.com.

Worth knowing: HIPAA has no certification program for software, so any vendor claiming to be "HIPAA certified" is describing something that doesn't exist. It's the practice that's compliant. Software helps it get there. TreatPath provides encryption in transit and at rest, per-practice data isolation, access logging, a personal PIN for every team member, and automatic lock after inactivity. Our Security page lists these controls and how each one works.

Our own subprocessors are already covered: we hold executed Business Associate Agreements with our cloud database, hosting, AI and mail providers, each on a HIPAA-configured environment. That's in place for every practice. It isn't an add-on for larger accounts.

On its own, nothing about any patient. Its start screen shows the code box and a Staff sign-in button, which lists your team members' names. Today's plans open only after a team member enters their own PIN, with the same PIN and lockout as the dashboard. The list shows each patient's first name and last initial, the plan's status, the time it was sent and the presenter. No procedures, fees or full names.

• The list locks after 5 minutes without a touch, and one sign-in lasts 15 minutes at most
• Opening a plan ends the staff session before the plan appears, so a patient is never handed an iPad with the list behind it
• Every way out of a plan (End session, a signed plan, the idle timeout) returns to the start screen, never to the list
• Pairing, signing in on an iPad, opening a plan there and forgetting an iPad are all recorded in the access log

Signed treatment plans, including patient signatures and selected procedures, are stored in our cloud database, encrypted in transit and at rest, with each practice's data isolated to that practice. That storage is covered by an executed Business Associate Agreement.

You can open plans in the staff dashboard and archive them by hand at any time. Archived plans stay viewable and can be restored. A plan is only deleted for good if someone deletes it from the dashboard, ticks “Also remove from analytics” and types DELETE to confirm. Your practice management system is still the system of record for the original treatment plans.

Your plan data belongs to your practice. Before you cancel, you can export your signed plans as PDFs and we'll provide a full export of your records on request. Tell us when you'd like your data deleted from our systems and we'll confirm once it's done.

After the period you've paid for ends, the office becomes read-only: every past plan stays viewable, printable and exportable, and new plans pause. Your historical records are yours to keep.

An administrator opens the dashboard and goes to Settings → Close your account. Before you do, download your signed plans (Signed plans → Download all) and cancel your subscription in Billing → Manage billing on your portal.

Nothing is deleted until our team has confirmed the request with you. After your account closes, your plan data stays available for export for 30 days, and then it's deleted.

TreatPath runs in Google Chrome, so the staff side works on any Mac, Windows or Chromebook computer with Chrome installed. There's nothing to install.

The patient view runs in Safari on an iPad, or in Chrome on an Android tablet. Keep the tablet on a current version of its operating system.

Google Chrome, on the staff computer. We build and test TreatPath for Chrome. Other browsers (Safari, Firefox, Microsoft Edge) aren't supported and may cause problems, because capture-from-screen, staff sign-in and the dashboard rely on how Chrome behaves. Chrome is free at google.com/chrome.

The patient iPad is the one exception: the patient view runs in Safari on the iPad (or Chrome on an Android tablet).

Not yet. TreatPath reads the treatment plan your PMS already shows or prints: capture it straight from the screen, or upload a screenshot or PDF. The AI reads the procedures, translates them into plain language and sorts them into tiers. It's verified on Dentrix and Dentrix Ascend and works with most major practice management systems. We're actively improving how it reads plans from others.

Direct API integration with major PMS platforms is on our development roadmap. Once it's available, you'll skip the capture step and plans will go straight into TreatPath.

TreatPath's patient view runs in Safari, so no app download is needed. Any iPad that runs a current version of iPadOS will work.

We recommend an iPad with at least a 10" screen. The patient view is built for touch.

Yes. The staff computer and the iPad each connect to app.gettreatpath.com over the internet, separately. They never talk to each other directly, so they don't need to share a network.

A wired-only office computer is fine. Only the iPad needs a wireless connection, and any wireless connection will do.

TreatPath uses Claude, Anthropic's AI, to read the treatment plan you capture from the screen, or upload as a screenshot or PDF. The AI reads every visible row with a valid ADA procedure code and a non-zero fee. At the same time, it translates the clinical descriptions into plain English.

Accuracy is high on clean, direct captures. The AI uses its dental knowledge to correct garbled codes and truncated descriptions, and it usually gets partially visible text right. Staff can review and edit any procedure by hand before sending it to the iPad.

Yes. Patients can:

• Select which tier (Urgent, Proactive, or Complete Care) they want to commit to
• Remove individual procedures from their selected tier (a bundled treatment is kept or removed as a whole)
• Adjust the financing term and provider to see different monthly payments

Any change updates the pricing and insurance deductions in real time. The signed plan records exactly what the patient selected, including any procedures they removed.

Choose how insurance is applied on the review screen:

• By category: Staff enters preventive %, basic %, and major % coverage rates, plus the deductible and annual maximum. TreatPath classifies each procedure by its ADA D-code and calculates the deduction per procedure
• Per procedure: Set a coverage % on each procedure individually; the deductible and annual maximum still apply
• Scanned amounts: Turn on Also scan for real insurance amounts before capturing, and TreatPath reads the per-procedure amounts from an insurance eligibility report, matches them to procedures by tooth and D-code, and shows a review table before anything is applied

When the patient adjusts their plan on the iPad, the insurance deduction recalculates automatically.

TreatPath currently shows financing options for CareCredit, Cherry and Sunbit, three widely used dental financing providers in the US. Patients can select their preferred provider and financing term (12, 24, 36, or 48 months) to see their estimated monthly payment.

TreatPath doesn't process financing applications. It only shows estimated payments. The patient applies through the provider's own system after choosing a plan.

The dashboard keeps every plan you've sent in three tabs: Signed, Unsigned and Archived. You can:

• Search by patient name or plan code
• Filter by the date a plan was presented, or the date it was signed
• Click any plan to see the full procedure list, insurance breakdown, total, and patient signature
• Select several plans at once for batch actions
• Archive older plans to move them out of the main list, with one-click restore
• Print or export individual plan summaries directly from the dashboard

Step 3 shows the plan you just sent, with the 6-digit code to type into the iPad. On a paired iPad it's also ready under Staff sign-in. Below it is Today's plans, a list of every plan your office has sent today and where each one stands: Waiting, Viewed, Open on an iPad (and who opened it), Still deciding, Declined or Signed. It updates every 10 seconds while it's open.

Each row has a ⋯ menu: Copy code on any plan, Edit plan and Remove plan on unsigned plans, End iPad session on a plan that's open on an iPad, and Open in dashboard on signed ones. When you're ready for the next patient, click + New plan. It starts clean, so the next Send can't change the previous patient's plan.

TreatPath asks first. If the patient already has an unsigned plan from today, you'll see when it was sent and its code, with three choices:

• Update that plan: replaces it with this one under the same code, so the patient still has one plan. It counts as a fresh presentation: the sent time restarts, and any earlier Viewed, Still deciding or Declined is cleared
• Send as a new plan: keeps both, for when it really is a second plan. The dashboard's duplicate notice will still flag the pair in case it was a mistake
• Cancel: sends nothing

TreatPath matches on chart number when both plans have one, and otherwise on the patient's name.

On the planner's Step 3, open the ⋯ menu beside the plan in Today's plans and choose Remove plan. It's meant for duplicates, tests and plans sent for the wrong patient.

A removed plan disappears from the dashboard, is left out of your analytics, and its code stops working. If an iPad still has it open, it tells the patient to hand it back and returns to the start screen. Signed plans can't be removed: they're your practice's record.

Today's plans on the iPad shows plans sent or updated today. For an earlier unsigned plan, tap Find an earlier plan… under the list and type at least two letters of the patient's first or last name. It searches unsigned plans from the last 30 days. Or open the plan in the dashboard and click Reopen on iPad.

Either way, the plan goes back on today's list on every paired iPad.

TreatPath works when it's how your office presents every plan. Offices that run some plans through TreatPath and hand others across the desk on paper tend not to see a change. There are two reasons. First, patients respond to a presentation that's clear and consistent, and staff only get fluent with it once it's routine. Second, the dashboard can only count plans that went through it. If you present half your plans some other way, you're only seeing half your numbers.

What we recommend: from day one, every presenter puts every treatment plan over a threshold you choose through TreatPath. Then measure it against your own history instead of a promise from us:

• Before you start, run a new-patient report in your practice management system for two or three recent months: how many new patients were presented treatment, and how many scheduled it within two weeks. Save it. That's your baseline.
• After a full month of every plan going through TreatPath, run the same report for that month and set the two side by side, next to TreatPath's own acceptance numbers.

The comparison only means something if TreatPath was used for every plan in the after period. Two sets of half-numbers won't tell you anything.

Yes, 60 days free. Start at gettreatpath.com/start (or from your practice portal, if you already have an account). It's $0 a month for your first 60 days, and everything is included: unlimited treatment plans, AI reading of your plans, the three-option presentation with bundling, behavioral styles, the insurance breakdown, the iPad patient view and e-signature, emailed copies, the dashboard and analytics, a PIN for every team member, and support from our team.

You enter a card up front through Stripe, but nothing is charged during the trial. When the 60 days are up, billing starts at the regular monthly price ($299.99 for a single office) unless you cancel first. You can cancel any time from your portal (Billing → Manage billing) and you won't be charged. One free trial per practice, and per card. If a trial or subscription ever ends, the software stops accepting new plans but you keep read access to every past plan.

Start your free trial →

A location is a physical office address, and each location gets its own TreatPath office, with its own plans, team, iPad link and dashboard, isolated from the others. The Single Office plan covers one location at $299.99/month. Groups of 2–10 locations pay $199.99/month per location; we set those up for you personally. Since TreatPath is cloud-based, there's no limit on workstations within a location. Any computer with Google Chrome can use it.

More than 10 locations? Email support@gettreatpath.com and we'll put together an agreement for the group.

No. TreatPath subscriptions are flat monthly fees with unlimited treatment plans. There are no per-plan, per-patient, or usage-based charges from TreatPath.

That includes the AI scanning. There's no separate API bill and no third-party account to set up. We pay for the AI.

Yes. There are no contracts or cancellation fees. You can cancel your subscription at any time and your access continues until the end of your current billing period. To do it: sign in to your portal at gettreatpath.com, open Billing → Manage billing, and choose Cancel plan. You can resume from the same place any time before the period ends.

Export your signed plans before you cancel, or ask us for a full export at any time. We won't delete your practice's records without your instruction.

Sign in to your practice portal at gettreatpath.com. A new practice starts with the 60-day free trial. Signing up is one form and takes a couple of minutes, and there's nothing to pay for 60 days. Payment is by card through Stripe, billed monthly; a receipt is emailed each month. TreatPath never sees or stores your card details.

TreatPath switches on as soon as you finish checkout. Your portal shows when billing starts or renews, and Manage billing is where you change your card, see invoices or cancel. If your practice has an access code from our team, your portal shows your plan and the billing options that apply to it. You can also just email us.

Nothing dramatic. TreatPath keeps working for 7 days while Stripe retries the card automatically and emails you a link to update it, and your portal and dashboard show a notice that the payment didn't go through. Update the card in Billing → Manage billing on your portal and it clears immediately.

If it still hasn't been paid after that week, the office drops to read-only until a payment succeeds. Every past plan stays viewable, printable and exportable, but new plans pause. Nothing is deleted because of a missed payment.

Portal → Billing → Manage billing. That opens Stripe's secure billing page for your practice, where you can change the card, download past invoices, or cancel. Card details are entered on Stripe's page, never on ours.

Subscriptions are month to month with no minimum term, so the usual answer is: cancel whenever you like and keep access through the end of the period you've already paid for. We don't prorate partial months. If something has gone wrong with a charge, email support@gettreatpath.com and a person will sort it out.

Yes, you can. Behavioral styles are optional. No style is selected unless your staff picks one, and the standard presentation is meant to work well for every patient type.

We recommend trying the styles once you're comfortable with the system.

TreatPath has a Behavioral Assessment Guide with 5 approved questions you can add to your existing new patient intake forms. Staff read the answers, pick out the dominant style in a few seconds, and select it in TreatPath before sending the plan to the iPad.

Experienced staff can often tell a patient's style just by watching. How a patient talks at check-in is usually a reliable signal. The intake questions are mainly for new patients.

DISC is one of the most widely used behavioral assessment frameworks in the world. Healthcare organizations, corporations and clinical practices have used it for decades. It's a descriptive model and not a clinical diagnostic tool, but its use in communication and decision-making is well supported by behavioral research.

TreatPath uses DISC to adjust how information is communicated. It isn't a psychological assessment. The goal is to present information in a way that feels natural to each patient, an approach supported by extensive research in health communication and patient decision-making psychology.

The portal (gettreatpath.com) and the app (app.gettreatpath.com) keep separate sign-ins, so on a shared computer the app can remember an office someone else opened. The fix is built in: open the planner or dashboard from your portal's Launch tiles and the app signs in as the office you're logged into there, every time.

If it still shows another practice, click Sign out in the app's header, return to the portal, and use the Launch tile again. A typed or bookmarked app link opens whichever office the app last remembered. That's expected. Use the portal tiles when you switch offices.

The iPad connects to TreatPath over the internet, not to your office computer, so this is nearly always the connection or the code. Check:

• Is the iPad online? Open any website in Safari to confirm
• Is the plan code typed correctly? They are case-insensitive but every character matters
• Has the plan already been signed? A signed plan won't reopen for editing
• Has the code expired? An unsigned plan's code works for 40 minutes after it's sent or last saved. When the patient opens it, the clock restarts and they have 30 minutes from that point. Open the plan in the planner and save it again to renew it
• Was the plan removed on Step 3? A removed plan's code stops working for good. The iPad reports it as expired (or, if the plan was removed on Step 3, as withdrawn by the office). Send a new plan instead
• Try app.gettreatpath.com directly rather than an old bookmark

A plan opens on one iPad at a time. If it's open elsewhere, the list says which iPad and who opened it, and tapping it asks whether to Open here instead. If you do, the other iPad goes back to its start screen within about a minute.

If the other iPad is off or lost, end its session from the planner: on Step 3, open the plan's ⋯ menu and choose End iPad session. An iPad that stops checking in also stops holding the plan after 30 minutes on its own.

That means someone chose Forget for it in Settings → iPads. Typed codes still work on it. To use Today's plans again, any team member makes a new pairing code and you enter it under Pair this iPad.

A few things to check:

• Make sure your capture box includes the full treatment plan table, with every row visible
• In Chrome's share dialog, pick the Window tab and your practice software's window (or Entire Screen for the monitor it's on). "Chrome Tab" only sees Chrome itself, so the picture will show TreatPath instead of the plan
• $0 seat/delivery rows and lab fees ("del crn", "LabFee") aren't lost. TreatPath folds them into the crown, implant or veneer they belong to, so the patient sees one treatment
• The practice software window must not be minimized; it can be behind Chrome

If legitimate procedures with fees are still being missed, take a clean screenshot with the window fully visible and try again. You can also manually type any missed procedures into the text box in the format D2740 - Porcelain Crown - $1289.

The AI translation requires an internet connection and calls Anthropic's servers. Slowness is usually caused by:

• A slow or congested internet connection at the office
• Occasional Anthropic API latency during high-traffic periods

If it times out, try again. It usually works on the second try. If it stays slow, check your internet connection speed.

Check the following:

• Was the plan sent to the iPad? Only plans that have been sent appear in the dashboard
• Is it on another tab? Signed, Unsigned and Archived plans each have their own tab. Searching by name or code finds a plan on any of them
• Did the patient complete and sign the plan? Unsigned plans stay on the Unsigned tab
• Was it removed on the planner's Step 3? Removed plans are hidden from the dashboard and left out of analytics
• Refresh the dashboard. It reloads when you return to the tab, and you can turn on automatic refresh in Settings

After a patient completes and signs their plan, the iPad automatically shows a confirmation screen and then resets to the code entry screen after a short delay. Staff don't need to do anything on the iPad.

On the staff planner, click + New plan on Step 3. It clears the patient's name, procedures, insurance and behavioral style, ready for the next patient. The next Send can't change the previous patient's plan.

Yes. Every team member has their own profile and 6-digit PIN, so the planner and dashboard always know who is working, and plans credit the person who built and presented them. Multiple team members can work at the same time from different computers. An administrator adds team members and resets forgotten PINs.

Any plan already loaded on the iPad will remain visible. The patient can still review their options. They just can't submit their signature until the connection comes back. For important presentations, make sure your office's internet connection is reliable.

Yes, until it's signed. Right after sending, click Edit plan on Step 3, make your changes and click Push update to iPad. If the patient already has the plan open, a bar across the top of the iPad tells them it was updated and refreshes it with a tap.

To change another unsigned plan, choose ⋯ → Edit plan beside it in Today's plans, or Reopen in planner on the dashboard, and send it again. It keeps the same code and counts as a fresh presentation, so any earlier Viewed, Still deciding or Declined is cleared. To put an earlier plan in front of the patient unchanged, click Reopen on iPad on the dashboard instead: it goes back on today's list on your paired iPads.

TreatPath analyzes your acceptance data across behavioral styles, tiers, and time periods and generates a plain-English insight telling your team where to focus. For example: "Your D-style patients are accepting at 48% — 30 points below C-style. Faster, ROI-focused presentations could recover significant case value." Each insight covers the period you're viewing, and you can refresh it from the Analytics tab.

Yes. The patient view works in Chrome on any Android tablet. We recommend an iPad because the interface is optimized for Safari on iOS, but Android works well for practices that prefer it.

Digital signature is optional. The plan will remain unsigned in the dashboard. Staff can also print a full summary of the plan directly from the dashboard for patients who prefer paper.

Not right now. TreatPath is a web app. Staff use it in Google Chrome on a computer; patients use the iPad view. Practice owners can add the My Practice view (app.gettreatpath.com/mobile) to their phone's home screen for a quick look at totals and acceptance rates. We're looking at a native iOS app for a future version.

Email us at support@gettreatpath.com. That's the fastest way to reach us, and we answer every email ourselves, usually within a few hours. You can also use the chat widget on this page for instant answers, or call us at (858) 215-4842.