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Hey everyone! Did you know we’ve recently introduced some exciting updates to make Personal treatment plan templates even more customisable? Now, they’ll retain details like custom pricing, clinical notes, and appointment specifics, all tailored to your exact needs!

 

We’d love to hear how you’ve been using these templates to streamline your charting process. Are there any features you’d like to see added? Let us know how you’re making the most of this update or if you have any ideas for future improvements! 👇

 

Head over to the blog for more details on the update.

Hello ​@Saymon , how do you edit existing quick plan templates? Or do you simply need to create a new one and delete the old one if you wish to make changes?

Hi ​@Ishi B👋

 

At the moment we don’t support in-place editing of Quick Plan templates. If you need to change a Quick Plan you’ll have to create a fresh one with your updates (and delete the old template if you no longer need it).

 

Our Product team is well aware that true “edit template” functionality would save everyone a step, but it’s a fairly complex change so we don’t have a firm delivery date yet. We’ll update the Community and Help Centre as soon as that feature is available. 😊

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