Your guide to navigating the latest features and updates in Zavy's new release.
You can watch the streamlined training videos with much more detail here, under the Zavy V2.1.7 Crash Course (Essential Training) Section
https://scott-rotton-s-school.teachable.com/p/clinical-fundamentals
Treatment Plan Redesign: Phase 2/3
We’ve made significant updates to streamline your workflow and enhance usability.
Key Changes
Reduced Clicks:
Zavy no longer opens the treatment plan list by default. Instead, the latest treatment plan or chart is automatically loaded.
Use the Load All button to view or load all charts and plans.
Top Menu Enhancements:
Charts and plans with the In Progress status are now visible in the top menu for quicker access.
Dedicated Navigation Buttons:
Chart: Focuses on the chart, hiding non-charting tools for a cleaner interface.
Plan: Opens a split view with a mix of chart, plan, and summary information.
Perio: Quickly navigate to periodontal details.
New Features
Chart Summary:
A table view showing current conditions, existing work, and completed treatments.
Price List Improvements:
Default price lists are now selected based on the patient profile.
When switching price lists mid-plan, your preferences (assignee and price list) are saved for that plan and will persist when navigating away.
New Plan Workflow:
Creating a new plan now prompts you to link an appointment (or skip).
If linked, the appointment title is automatically added to the plan title, reducing manual input.
Auto Dentition:
Patient dentition is now auto-generated based on their age:
0–6 years: Deciduous
6–7 years: Central Incisor
7–8 years: Lateral Incisor
9–10 years: First Molars
11–12 years: Canine & Second Molars
12+ years: Permanent
Documents v1 - Deprecated
Support for Documents v1 will be removed next year.
All new documents must now be created in Documents v2, which offers significant improvements in functionality and design.
Task Updates
Tasks can now be linked to specific patients.
Automated tasks will include the automation name in the task title for better clarity.
This update focuses on reducing clicks, improving navigation, and making your workflow faster and more efficient. If you have any questions, feel free to reach out to support.
Enjoy the new Zavy experience!