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Creating Treatment Shortcuts / Presets
Creating Treatment Shortcuts / Presets

How to create treatment shortcuts (procedures, templates, presets)

Scott Rotton avatar
Written by Scott Rotton
Updated over 2 years ago

Treatment Shortcuts are used to quickly generate treatment plans, they can contain multiple services and appointments.

How to Create a Shortcut

  • From within the dental chart, Click the gear icon beside shortcuts on the left side

  • A new window shows up on the right side of the screen

  • Click on Create

  • Type in the shortcut name, this must be less than 10 characters so it can fit on a button

  • Choose shortcut preferences

    • Active – Shortcut always shows on the right side

    • Shared – Makes the shortcut available for import by other practitioners to download and modify without making changes to the original

  • Click Create

  • Search for the billable items to be added in this shortcut

  • Set multiple items and quantity (Note quantity is not accepted by many health funds)

  • Organise appointments by adding a number into the appointment field

  • After adding, click Close.

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