This article reviews how to use the Share With Patient tool. Share treatment plans directly with patients via email or SMS, 

Tip: Use Portal to share the aligner treatment plan with patients at any time, even outside of a patient's appointment. These steps are shown later in this article.

What is visible to the Doctor

• Which Dandy Plan was selected
• Total steps involved in treatment
• Duration of treatment
• Extras selected

What is visible to the Patient

• Treating Doctor
• Patient name
• Total steps involved in treatment
• Duration of treatment

Sharing Treatment Plan with Patients

How to Share a Treatment Plan with Patients

Step 1 - Click the 'Share with patient' button

• The Share With Patient tool is available above the aligner treatment plan
• When clicked, it copies to clipboard
• Clicking "paste" will add it to either an email or SMS

Step 2 - Add a message or additional content

Available Tools

1. Tuning Table
2. Maxillary Arch
3. Mandibular Arch
4. Grid Lines
   1. No lines
   2. 1 mm
   3. 5 mm
5. Overlay
   1. Can select start point and end point
6. Attachments
7. Bite Ramp
8. Elastics
9. Pontics
10. Separation
11. Contacts (Occlusal Heat Map)
12. Gums