How to Add and Present Treatment Plans

Last updated: October 20, 2025

Effective treatment tracking is a challenge many dental practices face, especially when ensuring that treatment plans align with patients’ needs, insurance coverage, and financial capacity. Traditional practice management systems (PMS) often lack the tools to manage this process efficiently. To solve this, TeamCare introduced the Treatment Presentation feature.

This feature empowers office managers and staff to track treatment presentations and gather valuable insights into treatment acceptance rates. By allowing front desk staff to log treatment data during checkout, TeamCare helps practice owners and managers maintain a clear, comprehensive view of treatment outcomes, streamlining workflows and improving decision-making.

How to Track Treatment Plans at Checkout

  1. Navigate to the Checkouts Tab: In your TeamCare dashboard, go to the Checkouts tab on the left of your dashboard.

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  2. Claim the Checkout: You'll see a list of patients from today so far, click "+Claim Checkout" to begin.

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  1. Enter Treatment Details: Once you begin the process, you'll see details on their preappointment, and any upcoming details. TeamCare will automatically route you to the Treatment Planning section.

  2. This section will default to "Presented Treatment." However, If no treatment options were presented, choose “Did not Present.” Fill in the following details:Provider (should auto-fill from PMS)

    • Presented by (should auto-fill from user doing checkout)

    • Select Treatment Codes: here is where you will search for the treatment codes that apply to this particular treatment plan. You'll need to click the check box next to year treatment that is included.

Add the "completed" status to pull up completed treatments and mark them as such within the treatment plan

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Tip: Make sure all treatments are scheduled in your PMS before syncing with TeamCare. For easier access, consider using two monitors—one for PMS and the other for TeamCare.

  1. Once treatments are chosen, TeamCare will automatically calculate the total for services, patient responsibility and estimated insurance payment based on the insurance information we have on that patient.

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  1. Continue on to choose payment options as well as decide who is responsible for the merchant fee.

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  1. Finally, decide the layout options of your treatment plan, including whether or not you want to show insurance estimates and click submit.

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  1. Once you submit, you'll see a confirmation of the information regarding your TXP, a chance to edit, send to patient as well as expand and view a digestible, easy to read version to print or show to your patient right in your office.

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Signed treatment plans will write back to your PMS in the imaging center. You can also click "Send to PMS" for the same result.

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How to Add Treatment Plans Adhoc

Another way to add a treatment plan for a patient is through the Activity tab. Click the plus sign on the top right menu to Add Activity.

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Click Treatment Plan and search for the patient you are adding a plan for.

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From here, TeamCare will up the latest originating appointment and allow you to add the treatment plan to that patients record.

For limited PMS types, we offer the ability to import directly from your PMS

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