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Beta access
TreatPath Beta 2.6
Your account is active. Open the staff planner in Chrome on your office computer to get started.
Bookmark this on your iPad: app.gettreatpath.com/patient — this is your office-specific patient URL. Staff type the patient's date of birth to load their plan.
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Your plan
Multi-location: coming soon
Account details
Practice information
Release notes
What's new
Latest
All versions
Beta 2.6 · Current
June 2026
Daily production summary card on Signed & Unsigned tabs — revenue collected, money on the table, acceptance rate, and AI morning huddle sentence
Yesterday default — always a complete picture for the morning huddle; Today shows live stats and generates AI insight after 6 PM
Wilson score interval for decline pattern detection — only flags statistically meaningful trends (not single-plan noise)
Insight cached in Firestore — API called once per period per office, subsequent loads are instant
Per-procedure insurance % dropdown — set exact coverage per procedure; choose between category rates or per-procedure mode
Tier card price band alignment — all three cards parallel across all DISC styles, expand/collapse states, and screen sizes
Acceptance rate color thresholds — green 60%+, amber 40–59%, red below 40%
Firestore daily backups — 7-day rolling retention on Blaze plan
Provisional patent filed — Application No. 64/095,250 (June 21, 2026)
Analytics AI insight route fixed — was returning 400 due to missing route decorator
Office param preserved on patient view exit redirect
Duplicate plan detection with EOD escalation at 5 PM — amber pulsing dot on tabs, Firestore-persisted daily dismissal
Unsigned plan preview modal in dashboard — UNSIGNED banner, decline reasons, procedures by tier
Paginated dashboard tabs — 20 plans per page, server-side, across Signed / Unsigned / Archived
Cross-tab search — 3-character minimum, auto-switches tab when plan found elsewhere
Remember my page position setting
Lightweight analytics payload — strips signature images, sends tier totals only
Hard delete protection — requires typing DELETE to confirm remove from analytics
Decline reasons overlay — Cost concerns, Insurance questions, Scheduling concerns, Anxiety / fear, Other
Restore / unarchive button on archived tab
Archive signed/unsigned filter chips
Full analytics tab — acceptance rate, tier distribution, DISC behavioral style breakdown
AI practice insights — Claude Haiku generates personalized actionable summary per analytics period
PDF export for signed plans from dashboard
Date range filters — this week, last week, this month, last month, all time
Per-procedure insurance exclusion toggle on planner page 2
Tier 1 < $3,000 no-insurance threshold
Dashboard themes — Default, Dark, Slate, Warm
Theme syncs from dashboard to staff planner
Show / hide recommended badge and not-covered label settings
Auto-archive timer — configurable, 0 = disabled
Signed / Unsigned / Archived dashboard tabs with bulk select and delete
Soft delete only — hard delete reserved for analytics exclusion
Cloud migration — Electron/native → Railway + Firestore web app
Cross-device by default — any browser, any tablet
Office prefix routing — practice-specific patient URLs (/patient?office=CDA)
Cherry financing integration with 0% APR display
Per-office settings persisted in Firestore
All four DISC styles — Dominant, Influential, Steady, Conscientious
Each style has distinct palette, typography, language, and card layout
1-tier, 2-tier, and 3-tier plan modes
Drag-and-drop procedure reassignment on patient view
Insurance category rates with deductible and annual max
Electronic signature capture with terms checkbox
AI OCR — upload screenshot or paste text from any practice management system
Claude Haiku sorts procedures into Urgent / Proactive / Complete Care tiers
Staff can manually reassign procedures between tiers before sending
6-digit patient code for secure plan retrieval on iPad
Plain-language procedure name rewriting
Dashboard with Signed and Unsigned plan lists