A plan the patient can read, that the calendar can deliver
A treatment plan in Relatica is a list of items: a procedure from your catalogue or a free description, a tooth number where relevant, a quantity and a unit price. The estimate is the sum. Each item is linked to the appointment that delivers it and moves to done when the visit is completed, so the plan is the progress report as well as the quote.
How a plan is used
From the first consultation to the last visit.
- 1
The plan is written after the consultation
Give it a title, pick the doctor, and add items from your procedure list with prices pre-filled. Dentists add the tooth number; physiotherapists add the number of sessions as quantity.
- 2
The estimate is shown to the patient
The total appears at the bottom. The plan moves from draft to proposed when the patient sees it and to accepted when they agree; notes hold what was discussed.
- 3
Visits are booked from the plan
Each item is booked as an appointment and linked. A course of ten sessions is ten appointments, each attached to its item.
- 4
Items are ticked off by the visits
When the appointment is completed, the item becomes done with the date. An item that will not happen is marked skipped. The plan moves to in progress and then completed.
- 5
Payments are tracked against visits
What the patient pays is recorded per visit; the plan shows the estimate and the visits show what has been paid.
What the clinic controls
Plans follow your catalogue and your roles.
- Procedure catalogue and prices
- Items come from your procedures and services with their prices, editable per item.
- Plan status
- Draft, proposed, accepted, in progress, completed or cancelled.
- Item status
- Planned, done or skipped, with the date and the linked appointment.
- Doctor and author
- Each plan has a responsible doctor and records who created it.
- Access
- Roles decide who may create or edit plans; staff can be limited to viewing.
What plans do not do yet
Honest scope.
- No signed acceptance or e-signature; acceptance is recorded by the clinic.
- No instalment schedules or deposits; payments are recorded per visit.
- A course can be booked in one go as a repeating series, but the series is not tied to plan items; link each visit to its item when you want the plan to tick itself off.
- The patient cannot open the plan online. Print it as an estimate on your letterhead, or save it as PDF and send it.
Included on every plan
Treatment plans are part of Solo, which is free for one practitioner, and of every paid plan.
Compare all plansQuestions about treatment plans
Do plans work for non-dental clinics?
Yes. The tooth number is optional, and physiotherapy courses and multi-visit treatment use quantity and unit price. When the patient pays for a course up front, a session package fits better: each completed visit takes a session from it.
Can a patient have several plans?
Yes. Each plan has its own title, doctor and status, and all of them appear on the patient record.
What happens if the price changes mid-treatment?
Edit the unit price on the remaining items. Done items keep the price they were delivered at.
Is the plan linked to the tooth chart?
Items carry tooth numbers in FDI notation, the same numbering as the chart. The chart records the finding and its status; the plan records the priced work.
Can we give the patient the plan on paper?
Yes. Print it as an estimate with your clinic's details, items, tooth numbers, prices and total, with signature lines for the patient or their representative and for the doctor. Or save it as PDF. Patients cannot open it online.
Who can change a plan?
Roles you allow. Every change records who made it and when.
Other features
Online booking
A page at your clinic's address showing slots that are really free, with confirmation.
Clinic website
A site built from your doctors, services, hours and reviews, with booking built in and your own domain.
Patient records
Allergies and medications on the first screen, visit notes, documents, tooth chart, GDPR tools.
Patient forms
Health questionnaires and consents with a signature, filled at home, on the tablet or at the desk.
GHS and insurer claims
Beneficiary IDs, co-payments at the desk, claims tracked to paid.
Reminders
SMS and email up to five times per visit, in the patient's language, logged on the record.
Session packages
A prepaid course of sessions that each completed visit draws from, with what is left on view.
Calendar sync
Private feeds for Google, Apple and Outlook calendars, per doctor, revocable.
Where it matters most
Quote it once, deliver it visit by visit
Create your clinic in a few minutes. Solo is free.