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
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.
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.