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Setup Guide: Record Default

Choose which information is sent to your patients by default, and set up text templates.

Pablo avatar
Written by Pablo
Updated over a month ago

After creating a treatment record, you’re able to send your patient all kind of information regarding his/her treatment. There are multiple checkboxes you can select from, that perform different type of actions.

It’s possible to set defaults for these actions, making sure these will be selected every time you create a treatment record. Of course, it is possible to unselect these checkboxes if needed, during the creation of the treatment record.

It is also possible to add text templates to the consultation and treatment tab, helping you to work in a protocolized way.

To add record defaults, open menu > records settings > record defaults. Select all default actions you wish to use.

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