Dentist how-to

How to Present a Treatment Plan

Clear plans help patients decide.

Updated By the Career Education Institute Curriculum Team
Quick answer

Clear plans help patients decide. In short: show; explain; offer, then complete the remaining steps below.

Step by step

  1. Show X-rays and photos.

  2. Explain the problem simply.

  3. Offer options with pros and cons.

  4. Discuss costs and insurance.

  5. Answer questions.

  6. Schedule the first visit.

Safety reminders for dentists

  • Use infection control and PPE
  • Follow radiation safety
  • Handle sharps carefully
  • Review medical history before treatment

DDS/DMD · Caries · Restoration · Crown · Bridge · Implant: see the full dentist glossary.

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