How do I send a Treatment Plan to a patient by email?

This guide will explain how to email a patient's treatment plan directly from the plan screen, how to resend it, and how to check whether a plan has already been shared.

What Sending a Treatment Plan Does

You can email a copy of a patient's treatment plan to them without leaving the plan screen. This gives the patient a record of their plan after their consultation, and it gives your team a clear view of whether the plan has already been shared. You can send a plan from PhorestGo or from Phorest on a computer.

A plan can be sent while it is still a draft or after it has been completed. If your business uses the review and approval process, a plan that has been submitted for review cannot be sent until the review is complete.

Sending a Plan to a Client

Open the client's treatment plan, then select Send in the top-right corner. In the Send Treatment Plan window, choose Send with Email and confirm.

The plan will then show that it was sent via Email, along with the date it was sent, using the most recent date the plan was shared.

To open a plan on a computer, go to Manager > Consultations > View Consultations > Plans, or open the Treatment Plan section on the patient's profile. 

On PhorestGo, open Consultations from the sidebar menu, then select Plans.

Resending a Plan

After a plan has been sent once, the Send action changes to Resend. Resending follows exactly the same steps, so you can share an updated copy or send it again if the client cannot find the original.

What Does the Email Look Like?

The patient receives an email with a link to view their plan.