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How to Edit Multi-Treatment Types

Praxis Valadez avatar
Written by Praxis Valadez
Updated over a year ago

Multi-Treatments are treatments that require multiple appointments to complete the treatment. Examples of multi-treatments are: Implants, Invisalign, Crowns & Occlusal Splints.

You can edit a multi-treatment configuration by adding, deleting or editing steps aka appointments.

If you need to create a NEW Multi-Treatment follow this tutorial.

Searching for Multi-treatment Configurations

  1. From the main menu, click Settings, then under the Brands heading click Multi-Treatments.

  2. Find the Multi-treatment you'd like to edit by typing it's name in the search bar.

To Edit

  1. To Edit a multi-treatment, click into the name

  2. Choose to update the information under each section: General, Charting Options, Conditions. Clicking save as you go through each section.

  3. Under Treatment Steps click the 3 dots.

    1. Click delete to remove the step

    2. Click edit to change the step name

    3. Click minus ( - ) next to the quantity to replace this step with a different treatment.

      1. Search for the treatment you'd like to replace it with in the search bar under the available treatments section, and drag the treatment over into the grey box of the step you've just removed.

  4. Click + Add New Treatment Step to add more steps into the treatment

    1. Again, search for the treatment you'd like to replace it with in the search bar under the available treatments section, and drag the treatment over into the grey box of the step you've just created

  5. Click save when finished.

To Delete:

  1. Click into the General section, then click delete.

  2. A pop-up window will appear. Click Yes, Delete to confirm.

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