The plan isn’t written down
How many sessions, in what order — it all stays in conversation. The patient remembers differently on their second visit.
Treatment Planning
Plan treatment step by step.
Draw a clear treatment path for every patient. Keep steps, statuses and cost in one place; both you and the patient know where you stand.
From plan to practice
One treatment path, not scattered notes.
Split the treatment into steps and mark each step’s status. Completed, pending and planned procedures are visible at a glance.
Familiar problems
Why do plans stay unfinished?
The treatment plan is clear when discussed; a few weeks later it blurs for both the patient and the team.
Which step is done isn’t clear
Finding where you left off in an ongoing treatment means digging through files.
The amount causes disputes later
When the total isn’t written down at the start, disagreements arise at payment.
What changes
Before and after.
You already build the plan; what changes is that everyone sees the same plan.
Today
The plan is explained verbally
Patient and team remember different things.
With Clineo
A written treatment plan — Steps are recorded in order. The patient sees what will be done and the team reads the same plan.
Today
Progress isn’t tracked
Which session was done is unclear.
With Clineo
Step-by-step status — Completed and pending steps are marked. Where you left off is clear at a glance.
Today
The amount is discussed later
Surprises come up at payment.
With Clineo
Plan and amount together — The plan’s amount is clear from the start; you can split it into instalments. The remaining balance stays visible.
Why Clineo
A clear plan from the start, orderly treatment.
The treatment plan moves together with finance and the patient card.
Step-by-step plan
Plan treatment procedure by procedure and follow their order and status.
Cost visible
Each step’s fee and the total plan amount are clear from the start.
Ready for approval
Print or share the plan; the patient approves seeing what will be done.
Status tracking
Separate completed, ongoing and planned steps by colour.
Shared by doctors
Several doctors work in harmony on the same plan.
Linked to the payment plan
Treatment steps move together with instalments and payments.
How it works
From plan to practice in four steps.
The treatment plan shares the same data with appointments, payments and the patient card.
Build the plan
Split the treatment into steps and enter the fees.
Show the patient
Share or print the plan and get approval.
Carry out and mark
Mark the step you’ve done as completed.
Follow progress
Track remaining steps and payments.
Note: Every completed step is recorded on the patient card and in finance; you don’t need to write them separately.
Works together with
Which modules does it connect with?
The treatment plan sits in the middle of the patient journey and connects in both directions.
Patient Files and Media
the plan sits on the patient card with the history
Accounting
the plan amount links to payments and instalments
Custom Consent Forms
take consent for the planned procedure
Calendar Management
spread sessions across the calendar
Recall Automation
set the check-up time when treatment ends
AI assistant
Neo brings the plan up for you.
When you say "open this patient’s treatment plan", Neo goes to the relevant screen. For actions that change the plan, Neo shows an approval card; nothing is written to the patient file without your approval.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
New · 24 September
Dental chart: surface, root, canal, apex.
In dentistry, charting is much finer than the tooth level.
Surface level
You mark surfaces such as mesial, occlusal and distal separately, including the cervical area.
Root, canal and apex
On multi-rooted teeth, the root and canal (e.g. MB1, MB2) are selected separately; the apical finding sits in its own place.
Abutments and pontics in bridges
Each unit of a bridge is marked as an abutment or a pontic.
Eight new procedure types
Bridge, root canal retreatment, post, resection, fracture, root fracture, resorption and lesion.
By voice, a draft first
A voice command first creates a draft; it’s recorded once you approve.
FAQ
Frequently asked questions about Treatment Planning
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoCan I show the treatment plan to the patient?
Yes. You can review the plan together on screen and discuss the steps and amount with the patient. A written plan reduces gaps in expectations.
Which plan includes this feature?
Treatment Planning is included in the Clineo Soft plan. Since Smart and Enterprise include all of Soft, it is available in all three plans.
Can I change the plan later?
Yes. You can add or remove steps or change their order. Changes are kept on record.
Can I set up an instalment payment plan?
Yes. When you split the treatment amount into instalments, a payment plan is created; instalments falling due move up on the finance screen.
Ready when you are
Plan your treatment from start to finish.
Let’s plan a short walkthrough for your specialty so you can see this feature in your own clinic workflow.