What you need
TreatPath is fully cloud-based — no installation required. Here's all you need to get started.
Any computer with Chrome
Mac, Windows, or Chromebook. The staff planner runs at app.gettreatpath.com/planner in any modern browser. No installation needed.
iPad with Safari or Chrome
Any iPad running iOS 14 or later. 10" screen recommended. Just needs an internet connection — no app download, no office WiFi requirement.
Internet connection
Both the office computer and iPad just need internet access — they don't need to be on the internet connection. Office WiFi, cellular, or a hotspot all work.
TreatPath account
Create a free account at gettreatpath.com. All AI features — OCR, procedure translation, insights — are included in your subscription. No separate API key needed.
Create your account
TreatPath is fully cloud-based — no download, no installation. Everything runs in your browser.
Sign up at gettreatpath.com
Go to gettreatpath.com and click Log in → Create account. Enter your practice name, email, and a password.
Enter your beta access code
In the portal, you'll see a field to enter your access code. Enter the code provided by the TreatPath team to unlock your account.
Open the staff planner
Click Open staff planner in the portal — or go directly to app.gettreatpath.com/planner in Chrome. Log in with your TreatPath credentials. You're ready to go.
Setting up the iPad
The patient view runs in Safari or Chrome on the iPad — no app download required. The iPad just needs internet access.
Find your office patient URL
In the portal under Beta access, you'll see your office-specific patient URL — something like app.gettreatpath.com/patient?office=CDA. This URL is unique to your practice.
Open it in Safari on the iPad
Type your patient URL into Safari on the iPad. The TreatPath code entry screen will appear. This is what patients see when they're handed the iPad.
Add to home screen
In Safari, tap the Share button → Add to Home Screen. Name it "TreatPath" and tap Add. This creates a full-screen icon — no browser UI, no address bar.
Presenting your first plan
Enter patient info
In the TreatPath staff planner, enter the patient's first name and date of birth. The date of birth is used as the patient's unique code.
Capture the treatment plan
Click Capture screen, photograph the treatment plan in your practice management software, and release. TreatPath reads and translates the procedures automatically in 2–5 seconds.
Review and sort procedures
TreatPath automatically sorts procedures into three tiers. Review the placement and drag any procedures to adjust. Edit names or costs if needed.
Add insurance (optional)
Enter a flat insurance amount, or expand Add detailed insurance breakdown to enter preventive/basic/major percentages and annual maximum for precise per-procedure calculations.
Select behavioral style (optional)
Toggle Adaptive patient view on and select a DISC style based on the patient's intake form answers. See the Behavioral Assessment Guide for scoring instructions.
Send to iPad
Click Send to iPad. Hand the iPad to the patient. They review their options, customize if desired, and sign. You'll see the signed plan appear in the dashboard instantly.
Using the staff dashboard
The dashboard is accessible at http://app.gettreatpath.com/dashboard (or via the link in the TreatPath app). It shows all signed treatment plans in real time.
Unread indicators
New signed plans appear with a blue left border and bold name. They auto-mark as read when you click them.
Search and filter
Search by patient name or date of birth. Filter by All, Unread, or Archived. Use bulk selection for batch actions.
Auto-archive
Signed plans auto-archive 12 hours after signing. Archived plans remain accessible but move out of the main view.
Print summaries
Click any plan → click Print to print a full plan summary including procedures, totals, and patient signature.
Recommended daily routine
Morning — start TreatPath
Open app.gettreatpath.com/planner in Chrome. Log in if needed — you'll usually stay logged in automatically. The iPad stays bookmarked and ready. No server to start, nothing to configure.
Before each appointment
Score the patient's intake form answers and note their DISC style. Pull up TreatPath on the workstation before the patient is seated.
After diagnosis
Capture the treatment plan from your PMS, review procedures, add insurance, select behavioral style, and send to iPad — typically under 2 minutes.
End of day
Review the dashboard for any unread signed plans. Close TreatPath when the office closes. Plans auto-archive overnight.
Common issues
See the FAQ troubleshooting section for detailed solutions. Quick reference below.
iPad can't connect
Check that the iPad has internet access and is opening the correct patient URL from your portal. The URL never changes — it's always app.gettreatpath.com/patient?office=YOUR_PREFIX.
OCR not reading procedures
Ensure your API key is valid (green checkmark on startup). Make sure the capture box includes all rows. $0 procedures are excluded by design.
Plan not showing in dashboard
Check the Archived filter. Refresh the dashboard. Confirm the patient completed and signed the plan on the iPad.