In this article, we cover:
- Reviewing a Treatment Plan
- Approving a Treatment Plan
- Requesting Revisions
- Scheduling a Video Call with a CandidPro Orthodontist
Reviewing a Treatment Plan
Navigate to your Action Items and click the "Review" button next to the patient you wish to review.
Explore the Plan tab on your patient's case. You can select the different versions of a treatment plan via the dropdown to the right of the Plan tab and approve any version at any time.
Please reference Treatment Plan Viewer for information on navigating and interacting with the treatment plan.
Approving a Treatment Plan
After looking over the provided treatment plan, you may choose to approve it or to request revisions. You may now approve any version of a treatment plan at any time. Selecting 'Approve Plan' will take you to the checkout page to review your order and select the shipping address. The checkout page will show the cost of the case and includes a promo code section for any case bundle codes you might want to use.
Plan Approval:
Checkout Page:
Checkout Page - Confirming the Shipping Address:
Requesting Revisions
To request revisions, please click 'Revise' to leave a note with your revision request. Click 'Submit Revision' so that our CandidPro Clinical Team and your CandidPro Orthodontist can make changes to the setup. Once the new version is available, your patient case will again appear in your Action Items.
To turn on email notifications for each treatment plan awaiting approval, please contact Support.
Scheduling a Video Call with a CandidPro Orthodontist
If you wish to discuss the treatment plan with a CandidPro Orthodontist, you can click the link at the end of the Orthodontist's notes section or refer to Video Call with Orthodontist article.