What you need
TreatPath is cloud-based, so there's nothing to install. Here's what you need.
A computer with Google Chrome
Mac, Windows, or Chromebook. The staff planner runs at app.gettreatpath.com/planner in Google Chrome. We build and test TreatPath for Chrome. Safari, Firefox and Edge aren't supported and may cause problems, especially with capture-from-screen. Nothing to install.
iPad with Safari or Chrome
Any iPad on a current version of iPadOS. We recommend a 10" screen. It only needs an internet connection. There's no app to download, and it doesn't have to be on office WiFi.
Internet connection
The office computer and the iPad each need internet access, but they don't have to be on the same network. Office WiFi, cellular or a hotspot all work.
TreatPath account
Start a 60-day free trial at gettreatpath.com/start. All the AI features (OCR, procedure translation, insights) are included in your subscription. You don't need a separate API key.
Create your account
There's nothing to download or install. Everything runs in Google Chrome on the staff computer.
Sign up at gettreatpath.com/start
Go to gettreatpath.com/start. Enter your practice name, work email and a password, and tick the box accepting the Terms of Service, Privacy Policy and Business Associate Agreement on behalf of your practice.
Start your free trial
Add a card on Stripe’s secure page to start the 60-day free trial. It's $0 a month for your first 60 days, with everything included. You won't be charged during the trial, and you can cancel any time before it ends from your portal (Billing → Manage billing). One free trial per practice, and per card. If you're a partner practice with an access code from the TreatPath team, create your account at gettreatpath.com (Log in → Create account) instead and enter the code in the portal. You'll tick the same box.
Open the staff planner and create your administrator
Click Staff planner under Launch TreatPath in the portal, or go straight to app.gettreatpath.com/planner in Chrome and log in with your TreatPath credentials. The first time in, TreatPath asks you to create your practice's administrator (usually the doctor or office manager) with a personal 6-digit PIN. After that, each team member the admin adds signs in by tapping their name and entering their own PIN. After twenty minutes of inactivity it locks back to the PIN screen. If someone forgets their PIN, the admin resets it, so nobody stays locked out.
Setting up the iPad
The patient view runs in Safari or Chrome on the iPad. There's no app to download, and the iPad only needs internet access.
Find your office patient URL
In the portal under Launch TreatPath, you'll see your office's patient URL. It looks something like app.gettreatpath.com/patient?office=ABC and is unique to your practice.
Open it in Safari on the iPad
Type your patient URL into Safari on the iPad. You'll see the TreatPath code entry screen, which is what patients see when you hand them the iPad.
Add to home screen
In Safari, tap the Share button → Add to Home Screen. Name it "TreatPath" and tap Add. This puts a TreatPath icon on the home screen that opens straight to your patient link.
Pairing your iPads
Pair an 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.
Make a pairing code
Any team member, signed in with their own PIN, opens Settings → iPads in the dashboard (or the planner’s Settings), names the iPad after where it lives, such as “Operatory 2”, and clicks Pair an iPad. A 6-digit code appears. It works once and expires after 10 minutes.
Enter it on the iPad
On the iPad, open your patient link, tap Pair this iPad under the code box and enter the code. Do this from the home-screen icon or bookmark you’ll use day to day. The start screen now shows Staff sign-in and the iPad’s name. You only do this once per iPad.
Present from the list
Tap Staff sign-in, tap your name and enter your PIN. Today’s plans lists today’s unsigned plans by first name and last initial. Tap the patient, confirm, and hand the iPad over. Opening a plan signs you out of the list, and when the patient is done the iPad returns to the start screen, never the list. The list locks after 5 minutes without a touch.
Earlier plans
Tap Find an earlier plan… and type two or more letters of the patient’s name to search unsigned plans from the last 30 days, or click Reopen on iPad on the plan in the dashboard. Either puts it back on today’s list.
Presenting your first plan
Enter patient info
In the TreatPath staff planner, the patient's first and last name fill in automatically from the plan you capture, or you can type them. TreatPath gives each plan a unique 6-digit code, shown when the plan is ready to present. A chart number is optional; TreatPath doesn't ask for date of birth.
Capture the treatment plan
Have the plan open in your practice software (it can sit behind Chrome, just not minimized). Click Capture from screen; in Chrome's Choose what to share dialog pick the Window tab and click your practice software's window, then Share. TreatPath takes one still picture of that window (nothing is recorded), and you drag a box around the plan's table. It reads the procedures in 10–40 seconds. First time on a Mac: allow Screen Recording for Chrome in System Settings → Privacy & Security, then reopen Chrome.
Review and sort procedures
TreatPath sorts the procedures into three tiers automatically. Check where each one landed and drag any you want to move. Edit names or costs if you need to.
Add insurance (optional)
Under Insurance coverage, choose By category to enter preventive/basic/major percentages with the deductible and annual maximum, or Per procedure to set coverage on each line. To use real amounts instead, turn on Also scan for real insurance amounts before capturing. TreatPath reads them from the eligibility report, and you approve each match.
Select behavioral style (optional)
Under Patient view style, select the DISC style that matches the patient's intake form answers, and the iPad view adapts to it. Leave it unselected to use the standard view. See the Behavioral Assessment Guide for scoring instructions.
Send to iPad
Click Send to iPad. Step 3 shows the plan's 6-digit code: type it into your patient link on the iPad (or, on a paired iPad, tap Staff sign-in, enter your PIN and tap the patient’s name), check the plan opens, and hand the iPad to the patient. They look over their options, make changes if they want, and sign. The signed plan then appears on the dashboard's Signed plans tab.
Keep an eye on today's plans
Below the code, Today's plans lists everything your office has sent today and where it stands (Waiting, Viewed, Open on an iPad, Still deciding, Declined or Signed). It updates every 10 seconds. Each row's ⋯ menu copies the code, edits or removes an unsigned plan, ends the session on an iPad that’s off or lost, or opens a signed one in the dashboard. Click + New plan to start fresh for the next patient.
Using the staff dashboard
The dashboard is at https://app.gettreatpath.com/dashboard, or you can open it from the link in the TreatPath app. Every plan you send is kept there, on Signed, Unsigned and Archived tabs.
Signed, Unsigned and Archived
Plans are split by status. Click any plan to see the procedures, insurance breakdown, totals and the patient's signature.
Search and filter
Search by patient name or plan code; it finds plans on any tab. Filter by date presented or date signed. Use bulk selection for batch actions.
Archiving
Archive signed plans whenever you like. They're still fully accessible, just out of the main view. Nothing archives automatically.
Print summaries
Click any plan, then Print, to print a full summary with the procedures, totals and patient signature.
Recommended daily routine
Morning: start TreatPath
Open app.gettreatpath.com/planner in Google Chrome (not Safari or Edge). Log in if needed, though you'll usually still be logged in. The iPad is already bookmarked and ready. There's no server to start and 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. This usually takes under 2 minutes.
End of day
Review the dashboard's signed and unsigned plans. Close TreatPath when the office closes. Archive anything you're done with. You can restore it later.
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
Make sure the capture includes every row of the treatment plan table, and that you shared the practice software's window (or the monitor it's on). Don't pick "Chrome Tab", which only sees Chrome. $0 seat/delivery rows and lab fees aren't lost: they're folded into the crown or implant they belong to.
Plan not showing in dashboard
Check the Archived filter. Refresh the dashboard. Confirm the patient completed and signed the plan on the iPad. A plan removed on the planner's Step 3 is hidden from the dashboard on purpose.