The Kasper App allows you to present treatment plans directly to patients on your iPad or tablet, and collect signatures on the spot , making consultations smoother and completely paperless.
Follow the steps below to locate, present, and sign treatment plans within the app:
How to Access Treatment Plans in the Kasper App
1. Open the Kasper App
Open the app.
Log in using your office ID
Your office ID will be the first part of your Kasper web domain. "officeid".meetkasper.comYou will then be prompted to log in using your Kasper email and password.
Following your initial login, you will be prompted to enter a PIN. This PIN adds an extra layer of security and ensures that only authorized individuals can access the Kasper app on your device. To view your Tablet View Link PIN, simply navigate to the "Paperless Forms" Tab within Kasper. You will find the PIN displayed in the top left corner of the page. Enter this PIN on your tablet to access and view your patients' forms securely and conveniently.
2. Search for the Patient
Use the search bar to look up your patient.
You'll see two tabs under each patient profile:
Paperless Forms – Lists all pending and completed forms
Treatment Plans – Lists all unsigned and signed treatment plans
3. Access Treatment Plans
Tap the Treatment Plans tab
Under the Not Signed section, select the treatment plan you’d like to present
Only active Treatment Plans saved in Open Dental will sync to Kasper and can be accessed from the Patient's Profile under the "Treatment Plan" tab. Please allow 30-60 seconds to sync active saved treatment plans from Open Dental to Kasper.
To learn how to create, save, and activate a treatment plan in Open Dental, click on this link.
4. Present and Collect Signature
Open the treatment plan and present it to the patient for review
Once ready, ask the patient to sign directly on the screen
5. What Happens After Signing
The signed plan will automatically move to the Signed section in the app
It will also appear in the patient profile in Kasper, under the treatment Plans Tab in the "signed" section
And it will sync to Open Dental under the folder you've mapped for treatment plans
To map treatment plans to a specific folder in Open Dental, follow these steps:
Navigate to Settings.
Select Treatment Plans from the menu.
Select the folder where you want all treatment plans to be mapped in Open Dental.
Once selected, all treatment plans will be automatically saved in the designated folder.
