Treatment Plans
Plan procedures on each tooth with their prices, mark them done, and send the plan to the patient on WhatsApp
A treatment plan is the work the dentist intends to do, each line with its price. Each patient has one active plan that carries across visits until it's finished.
Building the plan
Switch to Treatment plan
At the top of the chart, choose Treatment plan. Planned work shows dashed in orange.
Pick a procedure
The procedure buttons show their price. Composite filling is selected to start.
Tap the tooth
The procedure is added to the plan at its price. Fillings and sealants are set per surface: tap each surface in the circle, and the price goes up for each extra surface. Tapping the same tooth again with the same procedure takes it off the plan.
Whole-mouth work
Exam, scaling and whitening aren't tied to a tooth. Add them with the + buttons above the plan.
You can't plan work on a missing tooth, apart from an implant or a bridge.
Prices come from your price list. The plan shows whether it uses the clinic's prices or the dentist's own.
Marking work done
Tap Mark done on a line when the work is finished. Docistra then:
- updates the chart, for example a root canal adds the canals and a crown covers the tooth
- adds it to the tooth's history, linked to today's visit
- takes the materials it uses out of inventory
Done lines can't be changed back, because the chart and the stock have already moved. To remove a line that isn't done yet, tap × and confirm.
Crown, bridge and implant lines have a lab button. Use it to send the work to a dental lab with the tooth and procedure filled in. See Dental Lab.
Totals
Under the plan you'll see the plan total, how much is done so far, and the balance due. Payments and installments are in the patient account.
Sending the plan on WhatsApp
Tap Send plan on WhatsApp. Docistra shows the exact message first: every line with its price, the total, what's paid and what's left. You can switch it between Arabic and English. Tap Send to send it from your clinic's WhatsApp number. It's saved in the patient's conversation.
WhatsApp only accepts this message within 23 hours of the patient's last message to your clinic. Outside that window, Docistra tells you it can't send yet.