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Setup Guide: Discussion Points

Add discussion points that must be discussed with patients during a consultation, and assign them as optional or required per treatment category.

Written by Pablo

Discussion points are topics you want or must discuss with your patients during a consultation, before performing treatments. Think for example about possible side effects, complication risks, etc.

💡 Once you've set up discussion points, they'll appear in the case history window. During the consultation, the practitioner checks off each point to confirm it was discussed with the patient.

Add your discussion points and assign each one to the relevant treatment category(ies). You can assign one discussion point to multiple categories, so there's no need to create duplicates of the same point.

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.

Not sure what to add? See examples of common discussion points.

To add a discussion point, open menu > record settings > discussion points. Click the plus (+) icon in the right upper corner. Next, name your discussion point, assign it to the correct categories, and mark it as optional or required.

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