How do I add a new Treatment Category
Navigate to 'Settings' and 'Treatment & Plans'.
Select the 'Treatment Categories' tab at the top.
Scroll to the bottom of the list and click 'Add treatment category'
Click on the new category to add a name.
Then, drag and drop them up the list to reorder if needed.
How do I add an item to a Treatment Category
To add a treatment to your new category...
Navigate to 'Settings' and 'Treatment & Plans'.
Find the treatment item in the list and select it.
Set the desired category from the drop-down list available.
How do I edit or delete a Treatment Category
Navigate to 'Settings' and 'Treatment & Plans'.
Select the 'Treatment Categories' tab at the top.
Click on the name of a category to rename it, and click enter to save your changes.
Use the 'Delete' icon on the right-hand side to remove a category. It's important to keep in mind this can only be done if the category is NOT associated with any treatment items.
How do I reorder my Treatment Categories
Navigate to 'Settings' and 'Treatment & Plans'.
Select the 'Treatment Categories' tab at the top.
Hover over the category you wish to move and click on the 'Move'
icon to the left of the category to drag and drop the category up or down the list. This will save any changes automatically and will affect how your list appears on your 'Chart' screen.
