--- title: Treatment Plans on Kasper Forms App description: Treatment Plans on Kasper Forms App --- [Skip to content](https://knowledge.meetkasper.com/knowledge/treatment-plans-on-kasper-forms-app-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 on Kasper Forms App ## Accessing & Presenting Treatment Plans in the Kasper App The Kasper App allows you to **present treatment plans directly to patients** on your iPad or tablet, and **collect signatures on the spot** , making consultations smoother and completely paperless. Follow the steps below to locate, present, and sign treatment plans within the app: ### How to Access Treatment Plans in the Kasper App ### 1. **Open the Kasper App** - Open the app. - Log in using your office ID ​`Your office ID will be the first part of your Kasper web domain. "officeid".meetkasper.com` - You will then be prompted to log in using your Kasper email and password. - Following your initial login, you will be prompted to enter a PIN. This PIN adds an extra layer of security and ensures that only authorized individuals can access the Kasper app on your device. To view your Tablet View Link PIN, simply navigate to the "Paperless Forms" Tab within Kasper. You will find the PIN displayed in the top left corner of the page. Enter this PIN on your tablet to access and view your patients' forms securely and conveniently. [![](https://downloads.intercomcdn.com/i/o/d60qndjw/1608298761/7c8dca70ab2070d83bf13e4a9694/Screenshot+2025-07-07+at+4_01_42%E2%80%AFPM.png?expires=1772825400&signature=2496313db41d07084d770bd56c24d0ff4847fc7e371878f26deb2ce2abaf5e17&req=dSYnHst3lYZZWPMW1HO4zQSDZAmZRNxnvUV%2BKV%2B343F%2BtJgNpngTGM0tgf4O%0AUFAj%0A)](https://downloads.intercomcdn.com/i/o/d60qndjw/1608298761/7c8dca70ab2070d83bf13e4a9694/Screenshot+2025-07-07+at+4_01_42%E2%80%AFPM.png?expires=1772825400&signature=2496313db41d07084d770bd56c24d0ff4847fc7e371878f26deb2ce2abaf5e17&req=dSYnHst3lYZZWPMW1HO4zQSDZAmZRNxnvUV%2BKV%2B343F%2BtJgNpngTGM0tgf4O%0AUFAj%0A) 2. **Search for the Patient** - Use the **search bar** to look up your patient. - You'll see **two tabs** under each patient profile: - **Paperless Forms** – Lists all pending and completed forms - **Treatment Plans** – Lists all unsigned and signed treatment plans [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-07-07+at+4_22_50%E2%80%AFPM.png)](https://downloads.intercomcdn.com/i/o/d60qndjw/1608325019/23bf939dcc3851253cf5e2a53431/Screenshot+2025-07-07+at+4_22_50%E2%80%AFPM.png?expires=1772825400&signature=8e792f1ffb0159999469d48cf2721a64c01f0ccb5a72a970f24bcbbf881efdbf&req=dSYnHsp8mIFeUPMW1HO4zSOcoNhlS0j6HFXDb2CyOSjGf1cZdU8KZZA6PWob%0AS0p2JAJMm9UZSDVGmlY%3D%0A) ### 3. **Access Treatment Plans** - Tap the **Treatment Plans** tab - Under the **Not Signed** section, select the treatment plan you’d like to present 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).** 4\. **Present and Collect Signature** - Open the treatment plan and present it to the patient for review - Once ready, ask the patient to **sign directly on the screen** [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-07-07+at+4_23_38%E2%80%AFPM.png)](https://downloads.intercomcdn.com/i/o/d60qndjw/1608325907/beb92dee707f06c7e40ead977c4b/Screenshot+2025-07-07+at+4_23_38%E2%80%AFPM.png?expires=1772825400&signature=c5f659a93bdb1c71c5ee8ecabab62711a0f7334f229472b50b24c8c3950bc8c4&req=dSYnHsp8mIhfXvMW1HO4zYOhAVrq%2BRdmm74gcnnnAlz2KvOKVW40PXOqT2bs%0AT79EXaEV1gz0IIt0MXM%3D%0A) ### 5. **What Happens After Signing** - The signed plan will automatically move to the **Signed** section in the app - It will also appear in the patient profile in Kasper, under the treatment Plans Tab in the "signed" section [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-07-07+at+4_25_05%E2%80%AFPM.png)](https://downloads.intercomcdn.com/i/o/d60qndjw/1608327636/663d23aa05d1c02d131b18999006/Screenshot+2025-07-07+at+4_25_05%E2%80%AFPM.png?expires=1772825400&signature=c171cce96f61b5407ff5a53b4fae12d194f7947de61ffafc61abd03db54956a5&req=dSYnHsp8modcX%2FMW1HO4zVUJjuzJSu4xwee3t%2B3n2ARQTUw4ZhgCY99b%2Fcdi%0AexXPlQ8kWsp4NSGXzM8%3D%0A) - And it will **sync to Open Dental** under the folder you've mapped for treatment plans 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. 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