A long treatment isn't decided in the chair: it's decided at home, with the plan in front of you and often with somebody else. What that document explains — and how easy it is to read — weighs as much as the clinical assessment itself.
In ClaudIA the plan is built in PHASES: what comes first, what comes next and what can wait. The patient sees the whole plan and also sees that it doesn't all have to be faced at once, which is the objection that leaves most plans stalled. It comes out as a PDF carrying the clinic's identity, ready to hand over or send.
And once it's accepted, the plan stops being a piece of paper: the appointments for each phase come straight out of it, linked to it. Nobody types the treatment again or rebuilds the order from memory.
How it works
- The team builds the plan after the assessment, grouping treatments into whatever phases make sense.
- A PDF is generated with the clinic's identity, to hand over in person or send by WhatsApp.
- The plan keeps its status — pending, accepted or declined — where the whole team can see it.
- Once accepted, the first phase's appointments are booked from the plan itself and stay linked to it.
- If a plan stalls, ClaudIA follows it up without naming the treatment in the messages.