Audience: account admins during initial setup.
Discussion points are topics you want or must discuss with your patients during a consultation, before performing treatments. Think of possible side effects, complication risks, or the materials used during the treatment.
💡 Once you've set up discussion points, they appear in the case history window. During the consultation, the practitioner checks off each point to confirm it was discussed with the patient.
Where to manage discussion points
Go to menu > record settings > case history > discussion points. This opens the list of discussion points.
To add a discussion point: click the + icon in the top right corner, complete the fields, and save.
To edit a discussion point: click the point to open its settings.
Create / edit form fields
Name: the discussion point as practitioners see it in the case history window.
Treatment categories: tick the categories this point applies to. You can assign one discussion point to multiple categories, so there's no need to create duplicates of the same point.
Required or optional: marking a point as required signals to the practitioner that it must be discussed before finishing the consultation. Marking it optional means it's recommended but not mandatory.
Save to confirm, Cancel to discard, or Remove to delete the discussion point.
Not sure what to add?
See examples of common discussion points for inspiration, such as expectations of the treatment, possible side effects, and complication risks.