Treatment Plan PDF Generator
by Smileworks Team · v1.8.0
Extracts treatment plan from iDentalPro and generates a patient-friendly PDF summary.
Rating
4.6 / 5
118 reviews
Uses
6.7K
all time
Est. Time
~1.5 min
per run
Updated
Oct 30, 2025
v1.8.0
Screenshots
About this task
Retrieves the active treatment plan for a patient from iDentalPro and generates a well-formatted PDF document that explains each procedure in plain language, estimated costs, insurance coverage, and recommended sequencing. The PDF is automatically attached to the patient record and can optionally be sent via SMS link.
How it works
Retrieve treatment plan data from iDentalPro
Map procedure codes to plain-language descriptions
Calculate patient portion after insurance
Generate formatted PDF with office branding
Attach PDF to patient record in iDentalPro
Optionally send SMS with secure PDF download link
Reviews
100% of reviewers gave 4 or 5 stars
Jennifer Walsh
Treatment Coordinator
Patients actually read these because they're in plain English. Case acceptance has improved noticeably.
Barry Allen
Office Manager
PDF quality is excellent. Would love custom color scheme support in a future version.
Treatment Plan PDF Generator
Free · ~1.5 min · Patient Management