System requirements
Make sure your office setup meets these requirements before installing TreatPath.
Office computer
macOS 12 (Monterey) or later, or Windows 10 / Windows 11. At least 4GB RAM. Internet connection for AI features.
iPad
Any iPad running iOS 14 or later. 10" screen or larger recommended. Safari browser. Connected to office WiFi.
Network
The office computer and iPad must be on the same network. The computer can be wired (ethernet) — only the iPad needs WiFi.
Anthropic API key
A free account at console.anthropic.com. Takes 2 minutes to set up. Costs less than $5/month for typical usage.
Installation
Download and install TreatPath on the office computer that will be used for treatment presentations — typically the front desk or treatment coordinator workstation.
Download the installer
Click the Download button on the TreatPath website. Choose Mac (.dmg) or Windows (.exe) based on your system.
Run the installer
Mac: Open the .dmg file and drag TreatPath to your Applications folder.
Windows: Double-click the .exe installer and follow the prompts.
Launch TreatPath
Open TreatPath from your Applications folder (Mac) or Start Menu (Windows). The app will open and a server will start automatically in the background.
Start TreatPath.bat (Windows) or run python3 server.py (Mac) to start. A full desktop app installer is coming soon.Setting up your API key
TreatPath uses Anthropic's Claude AI for OCR and procedure translation. You need a free Anthropic API key to use these features.
Create an Anthropic account
Go to console.anthropic.com and sign up for a free account.
Generate an API key
In the Anthropic console, go to API Keys → Create Key. Name it something like "TreatPath Office" and copy the key — it starts with sk-ant-api03-.
Add it to TreatPath
In TreatPath, go to Settings → API Key and paste your key. The app will verify it automatically. A green checkmark confirms it's working.
Add a payment method
In the Anthropic console, add a credit card. API usage is billed monthly — typical dental practice usage is under $5/month.
Connecting the iPad
The iPad runs TreatPath's patient view as a web app in Safari. No app download required.
Find your iPad URL
When TreatPath starts, it displays your iPad URL — something like http://192.168.1.35:5000/patient. This is shown on the staff planner screen and in the terminal.
Open in Safari on the iPad
On the iPad, open Safari and type the URL exactly as shown. The TreatPath patient code entry screen should appear.
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 web app icon on the iPad home screen — no address bar, no browser UI.
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, draw a box around the treatment plan in Dentrix (or any other PMS), 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://localhost:5000/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 TreatPath at the start of the day. Verify the green API key checkmark. Confirm the iPad is connected. Leave running all day.
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 Dentrix, 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 TreatPath is running, both devices are on the same network, and the URL matches what's shown on startup. The IP may have changed.
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.