Treatment & note templates

Templates save your team from re-typing the same things every day. CuspFlow has two kinds, both configured under Settings.

Treatment templates

A treatment template pre-populates a set of procedures (and their details) for a common case — for example a routine check-up and clean, or a standard extraction. When you start a treatment plan, load the template and the items are added for you, ready to adjust.

Manage these under Settings → Treatment Templates.

Note templates

A note template is a reusable clinical note, typically in SOAP format (Subjective, Objective, Assessment, Plan). Insert one into a treatment plan's notes and edit from there, instead of writing every note from scratch.

Manage these under Settings → Note Templates.

Why use them

• Consistency — every clinician documents the same case the same way.
• Speed — routine visits are charted in a few clicks.
• Accuracy — less re-typing means fewer mistakes.

Templates only ever pre-fill content — you're always free to change anything before saving.