Getting Started
Everything you need to get up and running with CoTreat. These articles guide you through initial setup so your practice can start using CoTreat confidently and efficiently.
- Invite Users & Manage Roles in CoTreat
- Install CoTreat WebChat on Your Website
- Add Profile Photos for Users and Practitioners
Using CoTreat
Step-by-step guides for sending treatment plans, messaging patients, and managing day-to-day tasks in CoTreat.
- Send Info Packs & Digital Treatment Plans (Integrated)
- Create & Manage Templates for CoTreat Packs
- Message Patients Using Conversations
Role-Based Guides
Guides tailored to each role in the practice, showing what to focus on and how to use CoTreat efficiently.
- Your First Week in CoTreat (Treatment Coordinator / Front Desk)
- Send and Manage CoTreat Packs with Confidence
- Dentist Guide for CoTreat Packs
Workflows & Best Practices
Learn how high-performing clinics use CoTreat day-to-day to save time, improve patient understanding, and increase treatment acceptance.