Templates settings - Dentolize & Medicolize University

Go to Settings → Templates. Each tab holds ready-made content your team uses every day:

Tab	What it’s for
SMS	Automatic and manual messages. See SMS.
Prescription Templates	Prescriptions you write often. See Prescriptions.
Patient Reminders	Follow-up reminders after treatments. See Patient Reminders.
Free Forms	Consent and treatment forms. See Consent forms.
Note Templates	Ready-made texts for clinical notes.
Medications	Your list of medicines for prescriptions.

On the SMS, Patient Reminders and Free Forms tabs, Get Default List → Fill Items adds a ready-made set for your specialty.

📄 Free forms

Free forms are consent and treatment forms the patient signs. Open the Free Forms tab and click New:

Field	What it does
Name	The form’s name, shown when choosing it.
Expires After	Days after which a signed form expires and must be signed again. 0 means it never expires.
Text	The form’s content, with formatting.
Dynamic Values	Click to insert a value filled in for each patient: Patient Name, Doctor Name, Practice Name (the name of the procedure the form is for) and Date.
Signature Required	The patient must sign the form. A treatment with an unsigned required form can’t be completed.
QR Code Visible	Prints a QR code so the patient can open and sign the form on their phone.
Default Form Design	Uses the Free Forms design in Print settings. Untick to give this form its own design.

Open Preview to see the form with sample data. To create a form automatically with a treatment, choose it in the procedure’s Create Automatic Form (Procedures). To make every patient sign it, add it to Patient Required Forms in Advanced settings.

💊 Prescription templates

A template is a ready-made prescription: give it a Name, add each medicine with Add Medication (with its dosage, duration and method), and add any Details. Doctors pick the template when writing a prescription, or a procedure can create it automatically.

🔔 Patient reminders

Field	What it does
Name and Branch	The reminder’s name, and the branch it applies to (empty = all branches).
Remind After Completed With + Interval	How long after the treatment the reminder is due, for example 6 months.
After Procedure / After Procedure Steps	The treatments (or steps) that create this reminder when completed.
Details	The reminder text.
Send Automatic SMS	Also sends the patient a message when the reminder is due.

📝 Note templates

Note templates are organized in groups. Click New Field in a group, write the note, and choose the Specialities it’s for (leave empty for all). In the chart, pick the template when writing a note, or save a new one from there.

💊 Medications

Click New Medication and enter the Medication Name, Type, Method, Concentration, Dosage / Day, Duration (Days) and a Note. These details are filled in when you choose the medicine in a prescription.