Finding Sessions & Managing Care Packs
Learn how to navigate Sessions and Care Packs, find previous consultations, and manage your session view from the top-left of CoTreat Chairside.
Can I have more than one session open at a time?
Not in the same browser tab. Opening another session will replace the one currently displayed. If you need to view two sessions side by side, open the second session in a new browser tab.
My old sessions aren't showing up - where are they?
Start with the Mine / All toggle. Mine shows sessions associated with you, while All lets you view sessions across the practice. If a session is still missing, check whether any filters are applied and select Reset to clear them.
How do I find a specific patient's session?
Use the search box in Sessions and enter the patient's name or session title. If the session was created by someone else at your practice, switch from Mine to All before searching.
How do I filter sessions by date or practitioner?
Select the filter icon to narrow your Sessions list by Practitioner or a Created from / Created to date range. Select Reset to return to the full list.
How can I change the order of my Sessions list?
Use the sort control to organise sessions by Date created or Date updated. Sorting by Date updated can be useful when you're looking for a session you've recently returned to.
What does “Failed” mean on a Care Pack?
Failed means the Care Pack couldn't be delivered successfully. Check the patient's contact details and Care Pack information before trying to send it again.