How to Send a Treatment Plan Using Patient Bridge

To send a treatment plan to a patient:

1. Log in to Patient Bridge using either a Practice Manager or a User profile.
2. Search for the patient you would like to send a treatment plan to.
3. From the patient’s profile, click Treatment Plans. The patient's treatment plans are displayed in a list.
   
4. Select the treatment plan you want to send.
   Note: Only accepted treatment plans are shown in this list.
   
5. Select a template for the treatment plan from the drop-down list.
   
   Note: Please ignore Target Treatment Plan. This is used for a Target group and it appears on multiple sites; it will not work.
6. Customise the plan by selecting which treatment/pricing you want to include in the plan. You can also enter any additional information as needed.
   
7. Click Preview Treatment Plan to view a preview of the plan.
   
8. Select whether you would like to send the plan to the patient or view it on your practice device.
   
9. Select the template for the message you want to attach the plan to.
   
10. Click Send.