DeYou can utilize categories under templates to organize the different type of forms used by the office.scription
Steps
Click on the 'More Menu' (the 3 horizontal lines above the Sidekick).
- Click on 'Edit Form Templates'.
- Click on 'Templates' to open the drawer and display all forms in Curve. The form template category is listed with a blue triangle next to it.
- If the form templates categories has not been previously renamed, it will be labeled 'Unnamed Category'. Right click on the first category listed and select 'rename'.
- A bubble will appear around the category name. Enter the category name and press enter.
- To add additional template categories, right click on the existing category and select 'New Category'.
- A new Unnamed Category will appear. Right click on the category name and select 'Rename'. Remember to press enter to save the changes to the name.
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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
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