Digitail

Customizing record templates for your practice.

Create SOAP/Record Templates (V1 Records)

Configure your most used estimates and reuse them with one click.

Set up Canned Treatment Plans (Estimates)

Increase reminder compliance with customizable protocols.

Set up Reminder Protocols

Save time with prefilled quantities based on patient weight.

Automate Dose Guidelines

Create Shortcuts for Diagnoses

Make it easy for your clients to understand their lab results.

Set Reference Values for Lab Results

Customizing SOAP Templates for your Clinic Workflows

📝 Record Templates | Our New Update

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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