Send CoTreat Packs at the Right Time

Sending CoTreat Packs at the right time makes a big difference.
It helps patients understand their treatment clearly and reduces the need to repeat conversations later.

Who this is for

Dentists, Treatment Coordinators, and Front Desk teams involved in patient handover and follow-up.

When to send a CoTreat Pack

Send a pack when:

• A new treatment is recommended
• A patient needs time to think
• You want them to review options at home
• There are visuals (X-rays, scans, photos) that help explain

When not needed

You may not need to send a pack if:

• It’s a routine follow-up with no new information
• Treatment is already underway

Best-practice tips

• Tell patients before they leave:
  “We’ll send you a personalised plan via SMS”
• Send the same day (ideally before they leave)
• Keep it simple, don’t overbuild plans

If something doesn’t look right

If you're unsure whether to send a plan, it's okay to start simple.
You can always refine your approach over time or reach out for help.

If you’d like a hand or something doesn’t look right, our support team is happy to help.