---
title: Treatment Plans
description: Treatment Plans
---

[Skip to content](https://knowledge.meetkasper.com/knowledge/treatment-plans-kasper-knowledge-base#main-content)

English

Show submenu for translations

![Kasper Logo-2.png\]](https://knowledge.meetkasper.com/hs-fs/hubfs/Kasper%20Logo-2.png?height=25&name=Kasper%20Logo-2.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Visit the Kasper Homepage](https://meetkasper.com/)

[Visit the Kasper Homepage](https://meetkasper.com/)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://knowledge.meetkasper.com/knowledge?hsLang=en)
2. [Treatment Plans](https://knowledge.meetkasper.com/knowledge/treatment-plans?hsLang=en)

# Treatment Plans

## How to Use Treatment Plans?

The Treatment Plan feature in Kasper enables users to display and/or send treatment plans to patients electronically, facilitating their review and electronic signature.

### To access a patient's treatment plans, follow these steps:

1. Navigate to the "Communications" tab.
2. Choose the patient you are interested in.
3. Click on the "Treatment Plan" section in the Patient Profile.
4. Here, you'll have the ability to review all treatment plans, both signed and unsigned, that have been saved for that specific patient.

[![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-08-31-20at-202-59-33-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829784319/e933244160fb23557b06b3c7/Screen-20Shot-202023-08-31-20at-202-59-33-20PM-png.png?expires=1772825400&signature=bcc0bd88984ddc18617f2861ed6f0df1db6d4189734f4dee126cf47f9a29ca10&req=fCIuEcF6noBWFb4f3HP0gBOWVzJFEUhAYs1OxTw5dZG8LHArfQ2Uwwge6Xed%0Agr2CAO0j3lkRSAafDQ%3D%3D%0A)

Only **active** Treatment Plans **saved** in Open Dental will sync to Kasper and can be accessed from the Patient's Profile under the "Treatment Plan" tab. Please allow 30-60 seconds to sync active saved treatment plans from Open Dental to Kasper.

To learn how to create, save, and activate a treatment plan in Open Dental, click on this **[link](https://www.opendental.com/manual/treatmentplan.html)**.

All Active+Saved unsigned treatment plans in Open Dental will sync with Kasper under the Unsigned section in the **Treatment Plan** tab. You can access unsigned treatment plans, choose to show them to the patient or send it to them directly via SMS or email.

### **How to Show a patient a treatment plan**

1. Select the unsigned Treatment Plan within the **Patient Profile**.
2. Click on the ellipsis (three dots).
3. To display the treatment plan in the office to the patient, select "Open in a New Tab." This action opens the selected treatment plan in a new tab.
4. You can then show it to the patient, who can sign it using the mouse pad or a touchscreen.
5. Alternatively, you have the option to generate a QR code and use an in-office tablet or iPad to display it to the patient on a web browser. Make sure your tablet/ IPad is signed in to Kasper so you can access the selected Treatment Plan.

[![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen-20Shot-202023-09-01-20at-2012-46-12-20PM-png.png)](https://kasper-a7acc8f1b760.intercom-attachments-1.com/i/o/829784327/5058f2b349dc5e43e1597c31/Screen-20Shot-202023-09-01-20at-2012-46-12-20PM-png.png?expires=1772825400&signature=400cfa2ae065f7a4a4f72934f9405006b4114ed886d88e349eb03c41925a898d&req=fCIuEcF6noNYFb4f3HP0gFIvxnYhBHRUlm3iatIQXjTSWMk5zbslNPo6DwnK%0A7hWX0kESEpUxmzdg%2FA%3D%3D%0A)

### **How to send a patient a treatment plan**

To send a patient a treatment plan via email or SMS, follow these steps:

1. Select the unsigned Treatment Plan within the **Patient Profile**.
2. Click on the ellipsis (three dots).
3. Select the desired option (email or SMS).
4. A secure link will be generated and sent to the patient through the chosen method.
5. The patient will need to verify their identity through the provided link before they can access and sign the treatment plan. This process ensures the security and integrity of the treatment plan as it is shared with the patient electronically.

Treatment plans signed by patients, whether completed in the office or through a provided link, will be stored in the **"Signed"** section under the "Treatment Plan" tab within the Patient Profile. These signed treatment plans will synchronize with Open Dental, where they will be marked as signed. Additionally, they will be uploaded as PDF copies into the **Imaging Folder** within Open Dental and subsequently saved in the mapped **Treatment Plan** folder within Imaging for easy access and record-keeping.

### **Treatment Plan Mapping**

To map treatment plans to a specific folder in Open Dental, follow these steps:

1. Navigate to **Settings**.
2. Select **Treatment Plans** from the menu.
3. Select the folder where you want all treatment plans to be mapped in Open Dental.

Once selected, all treatment plans will be automatically saved in the designated folder.

### ![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen+Shot+2025-01-29+at+11_00_30+AM.png)

### **Column Settings**

Column Settings lets you control which Open Dental fields appear on the Care Plan a patient sees, and whether hidden fields still count toward the total.

**To customize your Care Plan columns:**

1. Navigate to **Treatment Plans**.
2. Select **Column Settings** from the left menu.
3. For each column (Fee, Allowed, Pri Ins, Sec Ins, Discount, You Pay, Sub Total per priority, Deductible applied, Insurance estimate note, Substitution code), use the **Show to Patient** toggle to display or hide it.
4. If you hide a column, decide whether it should still count toward the total: 
     - Leave **Remove from total** unchecked, and the total stays exactly as Open Dental calculated it.
     - Check **Remove from total**, and that amount is taken out of the total shown to the patient.
5. Or start from a preset instead of setting each column individually: 
     - **Open Dental default**: shows everything, matches Open Dental's numbers exactly.
     - **Total only**: hides the line-item breakdown and shows just the estimated total.
     - **No insurance or discounts, total unchanged**: hides insurance and discount columns but keeps the original total.
     - **No insurance or discounts, total recalculated**: hides insurance and discount columns and adjusts the total to match what's left.
6. Use the **What the patient sees** live preview to check your changes before saving. It renders exactly how the Care Plan will look on iPad, in a text link, and in the saved PDF.
7. Click **Save Changes** to apply the settings office-wide. Every new Care Plan going forward uses this configuration. Already-signed plans are unaffected and keep the layout they were signed with.
8. To revert to the original, click **Reset to Open Dental default**.

- [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en)
- [Video Tutorials](https://knowledge.meetkasper.com/knowledge/video-tutorials?hsLang=en)
- [Getting Started](https://knowledge.meetkasper.com/knowledge/getting-started?hsLang=en)
- [Paperless Forms](https://knowledge.meetkasper.com/knowledge/paperless-forms?hsLang=en)
- [Campaigns](https://knowledge.meetkasper.com/knowledge/campaigns?hsLang=en)
- [Online Scheduling](https://knowledge.meetkasper.com/knowledge/online-scheduling?hsLang=en)
- [Troubleshooting](https://knowledge.meetkasper.com/knowledge/troubleshooting?hsLang=en)
- [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en)
- [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content)

    - [Kasper Server App](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#kasper-server-app)
- [Treatment Plans](https://knowledge.meetkasper.com/knowledge/treatment-plans?hsLang=en)
- [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content)

    - [Phone Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#phone-settings)
    - [My Profile](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#my-profile)
    - [User Management](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#user-management)
    - [Auto Reminders](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#auto-reminders)
- [KasperPay](https://knowledge.meetkasper.com/knowledge/kasperpay?hsLang=en)
- [Open Dental Assistance](https://knowledge.meetkasper.com/knowledge/open-dental-assistance?hsLang=en)
- [Communication](https://knowledge.meetkasper.com/knowledge/communication?hsLang=en)
- [Tasks](https://knowledge.meetkasper.com/knowledge/tasks?hsLang=en)
- [Apps](https://knowledge.meetkasper.com/knowledge/apps?hsLang=en)
- [Unscheduled Treatments](https://knowledge.meetkasper.com/knowledge/unscheduled-treatments?hsLang=en)
- [Office Chat](https://knowledge.meetkasper.com/knowledge/office-chat?hsLang=en)
- [Account Management](https://knowledge.meetkasper.com/knowledge/account-management?hsLang=en)
- [Insurance Verification](https://knowledge.meetkasper.com/knowledge/insurance-verification?hsLang=en)
- [Kasper Config App](https://knowledge.meetkasper.com/knowledge/kasper-config-app?hsLang=en)
- [Performance](https://knowledge.meetkasper.com/knowledge/performance?hsLang=en)
- [Calendar](https://knowledge.meetkasper.com/knowledge/calendar?hsLang=en)

[![](https://knowledge.meetkasper.com/hs-fs/hubfs/Group%20637-2.png?width=342&height=83&name=Group%20637-2.png)](http://www.meetkasper.com)

Kasper AI Help Center

Copyright © 2026, Kasper