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Removing or renaming categories: What should you take into account?
Removing or renaming categories: What should you take into account?

This article describes what to take into account when removing or renaming categories

Pablo avatar
Written by Pablo
Updated over a week ago

When managing your Clinicminds system, there may come a time when you need to remove categories. This could be due to a change in your clinic's services, a reorganization of your system, or simply a cleanup of unused or outdated categories. However, before you proceed with removing any categories, there are several important factors you should take into account.

Steps for removing treatment categories

It is important that all open records (with the category in question) are closed before you start removing.

Considerations and potential pitfalls of renaming categories

Changing the names of categories can sometimes be an appropriate strategy, but it's not always the most effective approach. It's acceptable to rename "botox" as "botulinum" because they are the same thing, but it's not advised to change "botox" to "laser" since these represent completely different treatments. Such changes can compromise the integrity of your previous data and analyses.

Data persistence after removing treatment categories

Even though categories may be removed, all other data stays intact. Previous appointments, records, and all elements within the reports will continue to exist in their original form.

Discuss setup changes with Clincminds support

You might want to think about what changes you want to make to how things are set up now. What's your current setup and what do you want it to look like? With this info, our support team can help you figure out the best way to do it.

Overview of data that is linked to a treatment category

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