After creating a treatment record, you can send your patient documents and messages about their treatment. Each of these is a checkbox in the Send to patient pop-up.
To save time, you can set which of those checkboxes are ticked by default. A default is a starting point, not a lock: practitioners can still deselect an item while creating the record if it is not applicable.
Where to find this setting
Go to Menu > Record settings > Records > Record defaults and scroll to the section Defaults: Send to patient. Tick or untick the boxes you want, then press Save.
Which options are available
The section Defaults: Send to patient contains the following checkboxes:
Quote reminder (email)
GP letter (email)
Treatment summary (email)
Aftercare instructions (email)
Treatment reminders (email)
Treatment reminders (SMS)
Product reminders (email)
Product reminders (SMS)
Invoice (email) — the general invoice, without the patient's name
Personal invoice (email) — the personalised invoice, in the patient's name
'Thanks for your appointment' (SMS)
Survey/review (email)
Survey/review (SMS)
Unticking a box means that item is no longer selected by default, so it is only sent if someone ticks it for that specific record.