Features of Presentation Manager

Features include:

• Create and edit professional treatment plans and other documents.
• Create personalised marketing material.
• Produce educational patient information specific to your patients and your practice.
• Combine with EasyPost to automate recalls and run targetted marketing campaigns.
• Use templates and merge fields.

Patient Documents are stored and are retrievable

A Patient Document remains editable until it is emailed or printed, at which point it becomes a read-only PDF document.
Whether editable or read-only, Patient Documents are listed in the Patient File under the Contacts tab.
See also: Re-opening a Patient Document | Saving and re-opening a Patient Document for editing

Sub Templates:

Create Sub Templates (oft-used sections of content) that you can add to patient communications with a double-click.

Custom content for documents:

(Placeholder label indicates that it is a template)

Automatically generate custom photographic smile charts in patient communications, with treatment to be done marked on a representation of the upper and lower jaw:

Automatically generate printable documents and emails with the patient's treatment plan included:

Automatically include odontograms in patient communications (mapped representations of patient teeth):

Automatically include Xrays in patient communications: