Check a test PDF
Download a watermarked test PDF to review the document without using a plan from your allowance.
From your recommendations
to a patient PDF.
Choose treatments from your clinic’s library, adjust the recommendations and download a treatment plan. Your patient gets a written record of the options, proposed timings and costs. You can send them the PDF and upload a copy to their clinical notes.
Try building
a sample plan.
Try adding a review appointment, then adjust the proposed timing or treatment fee.
Open “Review the document” to see how your changes appear in the patient’s copy.
Charlotte’s
treatment plan.
C
CharlottePatient first name only
Recommended treatments2 items
Skin consultationTo begin
£50Skin booster Proposed for November
£250Illustrative treatment total£300
Add a review appointment to the patient’s treatment plan.
Sample details and treatment fees. Nothing is saved or sent.
Reuse your treatment
descriptions and prices.
Start with the treatments your clinic offers. Search by name or category, or filter to favourites to find the treatments you use most.
Starter includes all preloaded aesthetic treatments, with prices you can adjust for your clinic and each patient. Pro and Team let you edit treatment names and descriptions, and add your own treatments.
Choose the treatments you offer
Choose from the full preloaded library during setup, then adjust prices and set favourites. With Pro or Team, administrators can also add custom treatments and update treatment names and descriptions.
Add a course of treatment
For treatments with course options, choose the number of sessions. Follow-up sessions are added with suggested dates that you can edit individually.
Price related treatments together
Where treatments share a pricing schedule, their quantities contribute to a combined total. Review and adjust that total within the plan.
Set out the options
for this patient.
Group treatments into proposed appointments and keep optional treatments in a separate “Treatments to consider” section.
Add the patient’s first name and an optional personal introduction on every plan. Adjust prices, quantities and timing without changing your library defaults. Pro and Team also let you edit treatment wording for an individual plan.
- Proposed timing
- Use a month, an exact date, a date and time, or flexible wording when the timing is still to be agreed.
- Prices and quantities
- Adjust the relevant price or quantity for this plan. Combined pricing stays together in its own editable total.
- Patient-facing wording
- Add a personal message on every plan. Pro and Team also let you refine treatment names and descriptions. Every tier lets you choose whether proposed timings and individual prices appear in the PDF.
- The order of the plan
- Reorder treatments with the drag handle or keyboard. Remove an item when the recommendation changes, with Undo available immediately afterwards.
Resume a draft.
Recall a finished plan.
Continue an unfinished plan on the same device, or use a finished PDF’s plan code to retrieve its saved treatment details.
A draft on this device
Drafts are saved in the current browser for 48 hours after the last edit. Reopen one to keep working with its first name, personal message and treatment details.
The local patient draft is cleared after a final PDF is generated.
A plan recalled by code
The saved treatment structure is available for one year. Authorised members of your clinic can use the code from the PDF to open an editable copy.
Enter the first name and personal message again. These are not included in the saved server copy, and a new final PDF receives a new code.
Share your library
with your team.
With Team, invite colleagues into the clinic workspace with a practitioner or administrator role.
Practitioners build and personalise treatment plans using the clinic’s library.
Administrators also manage the treatment library, clinic branding and defaults, and invitations for the team.
More about using planner.clinicCreate your first patient treatment plan.
Start with 10 free plans a month. Choose preloaded treatments, adjust prices and timing, and add a personal message before downloading your patient PDF.