Skip to main content

How to create a treatment shortcut (multi item treatment preset)

Treatment shortcuts allow practitioners to quickly create complex treatment plans with multiple codes via a preset

Fara Idayu | Zavy Support avatar
Written by Fara Idayu | Zavy Support
Updated over 2 years ago

Many users will create treatment shortcuts to quickly add multiple item codes to a treatment plan, the treatment shortcuts feature can also be used to as a way to pin single item codes that cant be found it the treatment quick menu. Treatment items can be drafted into to an appointment or left unallocated.

Important Note: This only applies to the selected item code included in the shortcut.

1. Go to Treatment Plans.

2. Open Chart.

3. Click on the Gear Icon besides Shortcuts.

4. Click on Create.

5. Create a Shortcut Name that you want to appear in Shortcuts > Then hit Save on the bottom.

Note: If you enable Shared option it will allow other users in your practice to copy the shortcut you have made.

6. Select the Item Code you want to add to shortcut then hit Close on the bottom.

7. Refresh the page and check if Shortcut is visible on the shortcuts tab.

Did this answer your question?