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Treatments

Treatments

A Treatment is a clinical grouping that organizes one or more Services together. Think of it as the care pathway or protocol — for example, “Lip Filler Program” or “Physiotherapy Course” — while the services inside it represent the individual bookable steps: “Initial Assessment”, “Filler Session”, “Follow-Up”.

This separation lets you:

  • Price and configure each step of a treatment independently
  • Enforce ordering with service prerequisites
  • Share a single clinical protocol across multiple service variants (e.g., different price tiers)

For a full explanation of how treatments, services, visits, and patients connect, see Patient → Treatment → Visit Hierarchy.

What a Treatment Defines

SettingDescription
NameThe treatment name shown throughout the app (e.g., “Botox Program”)
Default Chart TemplateA chart template auto-loaded when creating a new clinical note for this treatment
Treatment FormsForms completed once at the start of the treatment (intake)
Visit FormsForms completed at every appointment, regardless of which service was performed
Default FilesFiles automatically attached when a treatment is opened (reference materials, consent templates)

Services inside the treatment add their own layer of configuration on top of this — see Services for details.

Managing Treatments

Navigate to Treatments in the sidebar to view and manage your clinic’s treatment catalog.

Creating a Treatment

  1. Click New Treatment
  2. Enter a name
  3. Optionally set a default chart template
  4. Save — the treatment is created and ready to have services added to it

Adding Services to a Treatment

Every service must belong to a treatment. When creating a new service, you select which treatment it belongs to. From the treatment detail view you can see all services grouped under it.

See Services → Creating a Service for the full service setup flow.

Configuring Default Forms

Default forms are assigned at two scopes within a treatment:

ScopeWhen It Appears
Treatment FormsOnce per enrollment — shown in the Intake tab when a patient starts the treatment
Visit FormsEvery appointment — shown in the Visit tab for each visit

Click Edit on a treatment and navigate to the Forms section to add or remove forms for each scope.

Configuring Default Files

Default files are attached automatically when the relevant context is opened:

ScopeWhen It Appears
TreatmentOn the treatment page — reference materials for the care protocol
VisitOn each visit — files the clinician needs during appointments

Patient Treatments

When you assign a treatment to a patient, Zdrovia creates a Patient Treatment — an individual enrollment record linking that patient to the treatment pathway.

Enrolling a Patient

  1. Open the patient’s profile
  2. In the Treatments section, click Add Treatment
  3. Search for and select a treatment
  4. The patient treatment is created and appears as a card

Each enrollment is tracked independently with its own forms, charts, and visits.

Opening a Patient Treatment

Click any treatment card on the patient profile to open the treatment workspace at /dashboard/treatment/:id.

The Treatment Workspace

The treatment page is the main clinical workspace. It has a three-area layout:

┌─────────────────────────────────────────────────────────────┐
│                         HEADER                              │
│   Patient Name | Treatment Badge | Visit Selector | Actions │
├────────────────────────┬────────────────────────────────────┤
│                        │                                    │
│     LEFT PANEL         │         RIGHT PANEL                │
│     (Charts)           │   Tabs: Intake | Visit | Files     │
│                        │                                    │
└────────────────────────┴────────────────────────────────────┘
  • Patient name — links back to the patient profile
  • Treatment badge — name of the treatment
  • Form completion status — how many required forms are complete
  • Visit selector — switch between visits (shows date and service performed)
  • New Visit button — book a new appointment for this treatment

Left Panel — Charts

The chart/clinical notes area. The default chart template (if configured on the treatment) is auto-loaded when creating a new entry.

See Charts for full documentation on the chart editor.

Right Panel — Intake Tab

Displays all Treatment Forms — forms required once when a patient begins the treatment. Once submitted, they remain on file for the duration of the enrollment.

Right Panel — Visit Tab

Context-sensitive — changes based on the selected visit. Shows visit forms, stock usage, and files for that specific appointment.

Right Panel — Files Tab

All files attached to this treatment overall (not visit-specific). Documents that apply to the entire care pathway live here.

Tips

  • A patient can be enrolled in multiple treatments simultaneously. Each enrollment tracks its own forms, charts, and visits independently.
  • Treatment Forms persist for the life of the enrollment — you don’t need to re-submit intake forms at each visit.
  • The default chart template speeds up documentation — new notes open with the structure pre-populated.
  • Visit Forms defined at the treatment level appear for every appointment, regardless of which specific service was booked. Use service-level forms for procedure-specific documentation instead.
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