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Create a pre-care template and send it

Tell patients how to prepare for a treatment, automatically or by hand from their card.

Table of Contents

Pre-care gives patients preparation advice before they arrive.

Create it

  • Go to Setup and open Education, then click Add Education.

  • Enter a title, choose a Category and write the Content. You can use a PDF or Video as well.

  • Save.

Send it automatically

Under Services, pick the treatments it applies to. Patients booking those services then get it ahead of the visit.

Send it by hand

Open the patient, choose Education from the communication menu, pick the item and click Send.

Up next

Next, read Create an aftercare template.