CoTreat is your extra set of hands when it comes to patient follow-up.
The Case Presentations area helps you see which patients have received, viewed, or responded to a Digital Treatment Plan, so you can focus your time where it matters most.
This guide shows how to use Case Presentations to support your existing follow-up process.
What is Case Presentations
Case Presentations gives you a single view of all Digital Treatment Plans sent from your practice.
From this screen, you can:
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See when a plan was created and sent
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Track patient engagement (viewed, not viewed, waiting for response)
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Review total treatment value
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Open individual cases to view activity, images, treatments, and notes
Think of Case Presentations as your follow-up dashboard.
Understanding statuses
Each case has a status to help you prioritise action:
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Sent not viewed yet – Patient hasn’t opened the plan
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Sent and viewed – Patient has engaged
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Waiting for response – Patient has viewed but not yet booked or replied
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Draft not sent – Plan created but not sent to the patient
Patients who have viewed but not responded are usually the highest-value follow-ups.
Use Case Presentations as your follow-up list
You likely already have a follow-up process in place. Case Presentations helps you apply that process more efficiently.
Example workflow
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Go to Case Presentations
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Filter by Status (e.g. Viewed – Waiting for response)
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Filter by Date Sent
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Open each case using Details
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Call the patient
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If no answer, send a message via Chat
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If you speak with them, update the status accordingly
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This allows you to focus on patients who are already engaged.
View patient activity and engagement
Inside a case, you can see:
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When the plan was sent
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If and when the patient viewed it
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Total view time
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Which sections were viewed (cover page, treatment details, images, 3D models)
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Any reminders sent
This context helps you tailor your follow-up conversation and timing.
Update patient status
After speaking with or messaging a patient, update their status to keep your team aligned.
Common status updates include:
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Patient booked
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Patient rejected
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Treatment completed
Keeping statuses up to date ensures your Case Presentations list remains accurate and useful for the whole team.
Best practice follow-up tips
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Tell patients at the appointment that you’ll send their plan via secure SMS
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Let them know they can reply directly to the message with questions
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Follow up:
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Weekly for the first 2 weeks
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Fortnightly for another 2 attempts
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Prioritise patients who have already viewed their plan
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Use clear, friendly messaging focused on next steps
Summary
Case Presentations helps your practice:
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Track Digital Treatment Plan engagement
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Prioritise patient follow-ups
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Support consistent communication across the team
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Turn interest into booked consultations and treatment