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Status Shipped
Categories Default Templates
Created by Guest
Created on Sep 29, 2025

Add a 'Services Declined' section to default templates

Ability To add a section to default templates that outlines treatments and diagnostics that were declined by the owner

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  • Admin
    Talkatoo Team
    Jun 19, 2026

    Quick update: this can currently be done using the Billables List button below the SOAP, which includes Performed, Recommended, Potential, and Declined items. Customizable default SOAP templates should also be available very soon, allowing you to add custom instructions, including sections for treatments or diagnostics declined by the owner, for more control over the SOAP output.