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Clinical Preferences

How to create and manage customers' clinical preferences.

Written by Mykyta Medvediev

Overview

Clinical Preferences is a form with a list of preferences and the ability to create multiple options. You can only select one out of the provided options. You can also have a default option that is rendered in bold.


Creating Clinical Preferences

Navigate to Admin → Settings → Customers → Clinical Preferences to manage preferences:

  • Add new preferences

  • Delete existing preferences

  • Manage preference values (add/delete/set lab defaults)

When adding a preference, choose an icon, restoration type, and name:


Setting Customer Preferences

During customer creation or from the customer page's **Details** tab, select specific preference values:

Preferences appear on cases below doctor notes:

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