How To Save Time on Treatment Planning by Letting Your Office Staff Build Templates

Your templates capture how you care for patients: the products, labs, and guidance you recommend again and again. Now your office staff can help build and maintain them, so your template library keeps pace with your practice without adding to your to-do list.

Your office staff already create and send treatment plans on your behalf. Starting today, they can also create, edit, and organize the templates those plans are built from. Every template they make belongs to you, carries your name, and follows the same sharing rules you already use.

There’s nothing to set up. Keep reading to learn what your staff can now do, how you stay in control, and a few ideas for putting it to work.

You don’t need to overhaul your library to get started. One template, handed off to your staff, is enough.

What your office staff can now do

Once they select you as the provider they’re working on behalf of, your staff can:

• Create new templates using your catalog, favorites, labs, patient message, and lifestyle recommendations
• Edit, rename, or delete your templates, including ones they created
• Choose who in your practice has access to each template
• Switch between the providers they support without leaving the templates page

You stay in control of your templates

Handing off template building doesn’t mean handing off ownership.

• Templates are always yours. Anything your staff create on your behalf is owned by you. In your account, it appears as “Template made by you.” To other staff, it appears as “Template made by Dr. [Your name].”
• Staff work within your view, one provider at a time. They only see the templates you can see, and they can’t edit another provider’s templates while working on your behalf.
• Your practice stays private. Staff can’t access templates outside your practice.
• Your workflow doesn’t change. You’ll create, share, and use templates exactly as you do today.

What your staff will see

Here’s how building a template on your behalf works, step by step.

Step 1: Choose a provider

When your staff open templates, they’ll first choose which provider they’re working on behalf of. It’s the same step they already take when building a treatment plan.

Step 2: Browse your templates and start building

Your staff will see the templates you have access to, along with a Build template button. The page shows whose templates they’re viewing, and they can switch providers from the same menu.

Step 3: Set who can access the template

When they set access on a new template, the options read All staff, Specific staff, or Only Dr. [Your name], so it’s always clear who a template is for.

Ways to put it to work

Try handing off:

• Turning a treatment plan you send often into a reusable template
• Updating templates when you swap a product or adjust instructions
• Building out templates for a new protocol or service you’re launching
• Organizing access so each provider and staff member sees the templates they need

Each template your staff take on is time you get back for your patients, with personalized care that still reflects your guidance.

The bottom line

Building and maintaining templates doesn’t have to sit entirely on your to-do list. With office staff able to create, edit, and organize templates on your behalf, you can share the work while keeping your guidance at the center.

Start with one plan you use often, hand it off to your staff, and give yourself more time to focus on patient care.