Create a treatment plan in Medquote
Start a plan from a patient record, record the diagnosis, add treatments, get doctor approval and share the plan with the patient.
Clinic admin · Doctor · Planning Specialist
Medquote Guides
What would you
like to do?
A clear next step. For your team, and your patients.
Start here
Your first treatment plan
- 01
New plan
Start from the patient record.
- 02
Diagnosis & Treatments
Record findings, then proposed procedures.
- 03
Review
A doctor checks the plan, then signs and approves it.
- 04
Share
Share the approved plan with the patient and check where it went.
Make yourself at home.
Choose the part of your day you need help with.
The essentials
Practical guides to build on.
Plan a single implant and a zirconium crown
Use two example teeth to learn how Medquote records an implant, an abutment and a zirconium crown as separate planning choices.
Clinic admin · Doctor · Planning Specialist
Understand diagnosis and treatment steps
Learn how tooth findings and planned procedures work together in Medquote.
Clinic admin · Doctor · Planning Specialist
Save and reuse a treatment plan template
Save a plan's step sequence, preview how it would fit another plan, and apply only the steps that remain valid.
Clinic admin · Doctor · Planning Specialist
Worked examples
Full-arch planning
See how each package becomes a plan you can review. Every example needs a patient-specific clinical assessment.
Browse all guides
17 guides. A next step for every role.
Build an upper-jaw All-on-4 plan
Add Medquote's upper-jaw All-on-4 package and review the component steps and quote it creates.
Clinic admin · Doctor · Planning Specialist
Understand diagnosis and treatment steps
Learn how tooth findings and planned procedures work together in Medquote.
Clinic admin · Doctor · Planning Specialist
Save and reuse a treatment plan template
Save a plan's step sequence, preview how it would fit another plan, and apply only the steps that remain valid.
Clinic admin · Doctor · Planning Specialist
Change the currency of a treatment plan
Use the plan currency picker and understand how Medquote recalculates prices and approvals.
Clinic admin · Doctor · Planning Specialist
Link a patient's account to the correct clinic record
The patient shares their link, your clinic requests access, the patient approves, and you connect the account to the right clinic record.
Clinic admin · Doctor · Patient
Assign the doctor and coordinator on a patient's care team
Set the Doctor and Coordinator on a patient's Care team card and check what the assignment changes.
Clinic admin · Planning Specialist
Send a plan for review, then approve it or request changes
Send a plan to a doctor for review. The doctor signs and approves it, or sends it back with a note saying what needs changing.
Clinic admin · Doctor · Planning Specialist
Send to patient and Share with patient: what each one does
Send to patient marks the approved plan as sent. Share with patient delivers it to the patient's account or email. Learn both, then check the result.
Clinic admin · Doctor · Planning Specialist
Ask your clinic a question about a shared plan or trip
Start a patient conversation from a plan or trip you can already see and follow the clinic's reply.
Patient
Update an approved plan and share the corrected version
A change to the treatment or pricing drops the approval. Get the plan approved again, then share it so the patient sees the corrected version.
Clinic admin · Doctor · Planning Specialist
Create a treatment plan in Medquote
Start a plan from a patient record, record the diagnosis, add treatments, get doctor approval and share the plan with the patient.
Clinic admin · Doctor · Planning Specialist
Upload and check files in a clinic patient record
Add a document, photograph or x-ray to the correct patient, verify that it opens, and understand the difference between clinic files and shared account files.
Clinic admin · Doctor
Complete an intake form sent by your clinic
Open the intake link your clinic sent, check your details, answer the questions, add files if you have them and send the form.
Patient
Read and respond to a plan shared by your clinic
Find the plan your clinic shared, check the treatment and total, ask questions, and accept or decline when you are ready.
Patient
Plan a single implant and a zirconium crown
Use two example teeth to learn how Medquote records an implant, an abutment and a zirconium crown as separate planning choices.
Clinic admin · Doctor · Planning Specialist
Manage the clinic's currencies and exchange rates
Add or edit currency options, choose the base currency, and control manual or automatic exchange rates.
Clinic admin
Create full-arch plans: All-on-4, All-on-5, All-on-6, All-on-7 and All-on-8
Learn how to add each full-arch package in Medquote, then check the jaw, the generated components and the quote.
Clinic admin · Doctor · Planning Specialist
17 guides for your selection.
From the journal
All stories →A shared treatment plan needs a shared next step
Why delivery, version clarity and a visible question route matter as much as producing a polished treatment document.
Clinic admin · Doctor · Planning Specialist
Templates save time when you review the differences
A reusable treatment plan should accelerate a reviewed workflow while preserving the new patient’s own diagnosis and quote.
Clinic admin · Doctor · Planning Specialist
International quotes need more than a currency symbol
Separate the clinic’s currency catalogue, a plan’s selected currency and the reviewed amounts a patient will actually see.
Clinic admin · Doctor · Planning Specialist
Need a hand?
For a question about your care, message your clinic from the relevant plan or proposal. For help with Medquote, contact the team or book a demo.