Hey there,

Thanks for the great suggestion! I can see how that would help streamline adding treatment-specific consent information.

As a workaround, you can create custom estimate templates with pre-filled content, including consent wording. When generating an estimate, you can select a template and tweak it as needed for the patient. This lets you quickly add relevant details without manually typing them each time.

That said, I really like the idea of making this process even smoother, so I’ll pass this on as a feature request to our Product team. If there are any updates, I’ll be sure to share them here!

Thanks again for the feedback!