Getting Help & Managing Your Settings
Learn how to access Help, manage notifications, explore demo data, and update your account and practice settings in CoTreat Chairside.
What's the difference between Contact support and Help Centre?
Help Centre is the best place to find self-serve guides, FAQs, and troubleshooting steps. Use Contact support when you need help from the CoTreat team or can't find the answer you need in the Help Centre.
If I load demo data, will it mix with my real patient sessions?
No. Demo sessions are clearly labelled as sample data and are separate from real patient work. You can use them to explore CoTreat Chairside without affecting your patient sessions.
Why does the Notifications bell show a red dot?
The red dot means there's new activity since you last checked Notifications, such as a patient interacting with a Care Pack. Open Notifications to view the latest activity.
Why can't I edit some Practice settings?
Some Practice settings, including Users, Billing, and Upgrade plan, may only be managed by the practice owner. If you can't edit a setting, check your role or ask your practice owner to make the change.
Do changes to my Account settings affect other people at my practice?
No. Account settings, such as your Profile, Notifications, and Audio preferences, apply only to you. Practice settings, including General, Users, Practitioners, Treatment Prices, and Billing, apply across the practice.
I changed a setting. How do I know it saved?
Most settings save automatically when you make a change. If you're unsure, refresh the page and check that your updated setting is still displayed.