Patient
Sees only their own treatment plans.
- Pages
- Home, My treatment plans, Appointments, Forms and files, Statements, Practice info
- Can start
- Upload a document
- Decides
- Marks treatment plans Accepted or Declined, with a reason
My treatment plans
Dental treatment plan portal for patients
A dental treatment plan portal is where the dentist proposes a plan, the patient reads it at home and accepts or declines it, and both follow it from proposed to completed.
Pattern: RequestsDescribe it to Pory
“Our dental practice wants patients to see their proposed treatment plans with the procedures and estimate, accept or decline them online, and follow each plan through to done.”
Viewing as
In plain English
How Pory sets it up
Pory gives every patient and dentist a sign-in of their own. Each patient sees only their own treatment plans. It covers proposed → accepted → done. Treatment plans, procedures, appointments, forms, statements, shared files and team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
Patients follow their treatment plan from proposed to done
After a consult the plan lives in the practice software and the patient's memory, and the front desk fields "so am I booked for the crown?" calls. Each patient signs in to see their own plans move from Proposed to Accepted, In treatment and Completed, and can open one for its procedures and fees. The phone stops ringing about answers the patient can read.
Status tracker for the submitterDone by: Patient
Patients accept a treatment plan from home, after sleeping on it
Nobody wants to agree to a $1,450 crown while still numb in the chair, so plans go home on paper and come back weeks later, or never. The patient opens the plan, reads the procedures and their share of the estimate, and accepts or declines with a note. The practice sees the answer on the plan instead of chasing it by phone.
Approve / reject with a reasonDone by: Patient
Who sees what in a dental treatment plans portal
Every person signs in to their own view. This is what each role in the demo gets.
Dentist
Sees every treatment plan in the portal.
- Pages
- Home, Treatment plans, Appointments, Forms, Statements
- Can start
- Propose a plan, Ask for a form
What’s in the dental treatment plans portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Treatment plans
- Plan (text)
- What happens next (text)
- Patient (link)
- Dentist (link)
- Proposed (date)
- Answer by (date)
- Total fee ($) (number)
- Your share ($) (number)
- Visits (number)
- Status (choice: Proposed, Accepted, In treatment, Completed, Declined)
- Details (long text)
- Patient's note (long text)
Procedures
- Procedure (text)
- Plan (link)
- Tooth (text)
- Code (text)
- Fee ($) (number)
Appointments
- Appointment (text)
- Date (date)
- Time (text)
- Kind (choice: Check-up and cleaning, Treatment, Consultation)
- Patient (link)
- With (link)
- Status (choice: Held, Booked, Confirmed, Attended)
Forms
- Form (text)
- Needed by (date)
- Kind (choice: Medical history, Consent, Insurance)
- File (file)
- Patient (link)
- Status (choice: Requested, Done, Checked)
Statements
- Statement (text)
- For (text)
- Issued (date)
- Due (date)
- You owe ($) (number)
- Patient (link)
- Status (choice: Issued, Paid, Overdue)
Shared files
- Title (text)
- Kind (choice: Estimate, X-ray, Aftercare, Receipt)
- Shared on (date)
- File (file)
- Patient (link)
Team
- Name (text)
- Role (text)
- Direct line (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Decide
2 partsApprove / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
A patient signs in with a link sent to their email and lands on Home. They see Home, My treatment plans, Appointments, Forms and files, Statements and Practice info, and only the treatment plans that are theirs. From there they can use “Upload a document”.
Patient decide: they mark each one Accepted or Declined and give a reason. Everyone else sees the decision and the reason on the record, without the buttons to change it.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
More health portals
All health portalsPatient intake portalForms, insurance, historyTherapy & counseling portalSessions, notes, homeworkPhysical therapy portalExercise plans & progress logsVeterinary clinic portalPet records & visit historyNutrition & health coaching portalMeal logs & check-insHome-care agency portalCaregiver visits & care plansReferral management portalRefer → accept → seen → report backPrior authorization requests portalSubmit → payer review → approve/deny
Build your dental treatment plans portal with Pory
Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited patients.