Customizable Treatment Categories
Group treatments into categories such as Orthodontics, Surgical, or Implantology so the team can work from a shorter, clearer treatment list.
Updated
Customizable Treatment Categories
Treatment categories let you group the procedures your clinic uses under practical headings. You can create categories such as Orthodontics, Surgical, Endodontics, Implantology, or any structure that matches the way your team works.
This is most useful when the treatment list is long. Instead of scanning every item, the team can open the right category while adding a procedure to a patient record, preparing a treatment plan, or checking a price.
Group the treatment list by category
In Settings > Treatments, category buttons appear above the treatment list. All shows every treatment. When you select a category, the list narrows to the treatments assigned to that category.
For example, if the team is looking for an implant-related treatment, they can open the relevant category instead of searching through the full list. This also reduces the chance of choosing the wrong treatment when similar names sit close together.
Manage the category list
The Treatment Categories page is where you manage the categories available to the clinic. You can see which categories are active, which one is set as the default, and the category names currently in use.
If the clinic no longer uses a category, make it inactive. If a category name is unclear, rename it so the whole team uses the same language when selecting treatments.
Add a new category
To create a new group, click Add Category. Enter the category name, choose whether it should be active, and save it.
For example, a clinic that wants to keep implant procedures separate can create a category called Implantology. After the category is saved, the relevant treatments can be assigned to that heading.
Assign each treatment to the right category
When adding a new treatment or editing an existing one, select the category that matches that treatment. After saving, the treatment appears under that category in the treatment list and treatment planning flow.
It is worth doing this every time a new treatment is added. If the category is missing or incorrect, the team may not find the treatment under the heading they expect.
When to use this
Your treatment list is growing and the team needs a faster way to find items.
You want to group treatments by specialty, department, or internal workflow.
You want a shorter, clearer list when selecting treatments on a patient record.
You want new treatments to be added without making the list harder to navigate.
After creating the categories, return to Settings > Treatments and switch between a few categories. If the treatments appear under the right headings, the team can start using a cleaner treatment list in daily work.