Assign Products to the Routine

Overview

Assigning products allows you to control which products are recommended in patient routines.

This ensures that the system generates routines using your preferred products, aligned with your practice’s inventory and brand strategy.

How It Works

  1. Navigate to product assignment settings

  2. Select a product category

  3. Assign one or more preferred products

  4. Save your selections

Why It Matters

Assigning products allows your practice to:

  • standardize recommendations across providers

  • align recommendations with inventory

  • support preferred brands

  • increase consistency and efficiency

Pro Tip

Start by assigning your top-performing products in each category.

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