After you register a treatment, Clinicminds can send your patient different types of information and documents. Record defaults determine which of these options are pre-selected every time a new treatment record is created. You can always select or deselect an option in an individual record if needed.
Where to find this setting
Go to menu > record settings > records > record defaults. Select the defaults you want to apply and click Save.
Defaults: Send to patient
These options are pre-selected in the send-to-patient step of a treatment record:
Quote reminder (email)
GP letter (email)
Treatment summary (email)
Aftercare instructions (email)
Treatment reminders (email or SMS)
Product reminders (email or SMS)
Invoice (email)
Personal invoice (email)
'Thanks for your appointment' (SMS)
Survey/review (email or SMS)
Defaults: Attach to GP letter
Choose which documents are attached to the GP letter by default: the treatment summary and/or the operative report.
Text templates
With text templates you pre-fill the note fields of a record per treatment category, helping your team work in a standardized, protocolized way. Go to menu > record settings > records > text templates and click a treatment category. A checkmark next to a category means a template has been set up for it.
Per category you can add template text for: case history (presenting problem, physical examination, conclusion), treatment plan notes, treatment (treatment report, notes for patient), inspection (review, notes), phone call notes, and message notes. All fields are optional. Click Save to store the template.
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