To add or edit a treatment category, open menu > Records settings > Treatment & Products > Treatment Categories. To add a new category, click on the plus button in the right upper corner.

Name the new category, choose the applicable color and drawing templates you wish to see with this category. Next, assign the category to the applicable physicians. Finish by clicking the save button.


Because categories are so essential in Clinicminds, and many attributes that are shown in our application are linked to a category, there's a feature to simplify assigning all the correct attributes to a category.

To do so, click the icon on the right of the category name.

Open every section by clicking on the green plus icon, and tick all the correct checkboxes. Don't forget to click the save button when you're finished.

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