Treatment Setup
Treatments Structure Overview
The system follows this hierarchy:
- Clinic
Contains multiple branches - Branch
Contains multiple treatment categories - Treatment Category
Contains multiple treatments
How to Add a Treatment
Step 1: Access Treatment Categories
Go to the Branches list.
In the Action column, click the “Treatment Categories” (home icon).
Step 2: Choose How to Add a Category
You may either create a new treatment category or copy from master settings.
Option A: Create Your Own Category
- Click “Add New Category”.
- Fill in the following:
- Category Name
- Description
- Click Submit.
- In the Category List, go to the Action column and click “Treatments” to add treatments under this category.
Add a Treatment to the Category
- Click “Add New Treatment”.
- Complete all required fields:
- Treatment Fields:
- Treatment Type: treatment/ injection type used for this treatment.
- Treatment Pointer: Used when moving appointments between branches.
Treatments must have the same pointer to allow transfer between branches.
- Treatment Consent Form: you can specify the consent form for this treatment, you can use master consent form (if you are our partner), or you could create your own consent form and select it there.
- Additional consent form: if you wanted to add more consent forms, you could add them here. Just type the consent form title and select it.
- Treatment Name: Full name of the treatment.
- Treatment Initial: Short code/abbreviation shown on the calendar.
- Treatment Description: Will be shown to customers.
- Treatment Duration (Minutes): Total time needed for the treatment.
- Re-Treatment Days: Ideal number of days before the patient should return for a repeat session.
- Deposit: Required deposit amount (if applicable).
Option B: Copy From Master Settings
- Click “Clone from Master”.
- Select the Category Name (Master).
- Select the Treatment(s) you want to copy.
- Click Submit.
Step 3: Activate the Category or Treatments
Newly created or copied treatment categories are inactive by default. To activate:
- Open the category’s Treatments list.
- Enable the “Is Active” toggle
Important Notification
If you receive the message: “Treatment should have active doctor”
It means no injector has been assigned to that treatment.
✅ Please contact the admin to assign an injector before activating the treatment. If you are a clinic owner, you can add an injector by yourself