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Your First Week in CoTreat (Treatment Coordinator / Front Desk)

Why this matters

Your role in CoTreat is to help patients clearly understand their treatment options, without adding extra admin. In your first week, focus on sending CoTreat Packs confidently and following up at the right time so patients feel supported and informed.

This saves time for your team and helps patients say yes with confidence.

Who this is for

Treatment Coordinators
Reception / Front Desk team members
(For clinics without a Treatment Coordinator, this role is usually handled by Reception or Front Desk.)

When you’d use this

Use CoTreat after a patient appointment, once the dentist has discussed treatment and images are ready.

What to focus on in your first week

In your first week, you only need to do three things well:

  • Send CoTreat Packs on the same day

  • Check whether patients have opened their plan

  • Follow up politely when needed

Step-by-step: sending your first CoTreat Pack

  1. Go to Synced Patients

  2. Find today’s patient

  3. Click Create Digital Treatment Plan

  4. Add the treatments and images discussed

  5. Select a template (recommended), autogenerate description with AI, or enter free text for the content

  6. Review the message preview

  7. Click Save and Send to Patient

That’s it, you don’t need to customise everything at once.

You don’t need to send a pack for every patient. Start with the most relevant cases and build consistency over time.

Best-practice tips

  • Send pack on the same day while the appointment is still fresh

  • Keep messages short and consistent

  • Follow up 2–3 patients per day instead of everyone at once

  • Use CoTreat instead of handwritten notes or long emails

Need help?

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