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Dentist Guide for CoTreat Packs

A quick guide for dentists to reinforce treatment discussions using CoTreat Packs, without adding chair time or follow-up work.

Why this matters

CoTreat is designed to support your clinical conversation, not add to it.

Used consistently, CoTreat Packs help you:

  • Explain treatment once, without repeating it across visits

  • Reduce follow-up questions that revisit the same information

  • Give patients space to decide without pressure

  • Build trust through transparency and visuals

  • Spend more time on clinical care, less time re-explaining

Think of CoTreat as an extension of your consult, working for you after the patient leaves the chair.

Who this is for

Dentists who want patients to clearly understand treatment options without extending chair time or managing follow-up.

When you’d use this

You’ll use CoTreat during or immediately after patient consultations, once findings and images are available.

Your role in CoTreat

Your role is to set clinical direction and expectations.

You do this by:

  • Identifying when a treatment conversation has taken place

  • Setting the expectation that the patient will receive a CoTreat Pack

  • Indicating to the Treatment Coordinator which key images or content to include

You do not need to:

  • Send the plan

  • Follow up the patient

  • Change your clinical workflow

These steps are handled by the Treatment Coordinator or Front Desk team.

Guiding principle

If a treatment conversation happens, a CoTreat Pack should follow.

This mirrors what you already do, CoTreat simply makes the information clearer and easier for patients to revisit.

The 3-Step Dentist Flow

1. Chairside Conversation

During the appointment:

  • Explain the finding or opportunity

  • Keep the discussion high-level and clinical

  • Focus on why it matters, not full planning

This may include:

  • A new opportunity identified from scans

  • A future or optional treatment

  • A treatment the patient is unsure about

2. Set Patient Expectation (Before They Leave)

A short, natural line is all that’s needed.

Standard consult

“We’ll send you a personalised CoTreat Pack after today so you can review everything properly in your own time.”

Larger or elective treatments

“There’s a lot to take in today, so we’ll send you a personalised CoTreat Pack with your scans and visuals to make it easier to compare options.”

Consult already expected

“Even though you’ve come in for a consult, we’ll still send you a personalised plan afterwards so everything is clearly laid out in one place.”

No selling.
No pressure.
Just clarity.

3. Post-Appointment Handoff (With the Team)

After the patient leaves, briefly tell the Treatment Coordinator or Front Desk:

  • Treatment intent

  • Which 1–3 images explain it best

Example:
“Include the OPG and the intraoral scan — this is about early implant planning, not urgent.”

This keeps the plan clinically aligned without requiring extra involvement from you.

Best-practice tips

  • Focus on clarity, not detail

  • Let visuals do the heavy lifting

  • Trust the system — patients often engage later at home

  • Use CoTreat to reinforce, not replace, your conversation

If something doesn’t look right

If images are missing or unclear, flag it before the plan is sent.
For anything technical, our support team can assist.

Reminder

You lead the clinical conversation.
The team supports the decision.
CoTreat ensures continuity.

Need help?

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