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Creating Treatment Shortcuts / Presets

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

Written by Scott Rotton

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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