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Home Knowledge Base 9.2.1 CLIENTS CLINIC NOTES

CLINIC NOTES

24th March 2020 Posted in: 9.2.1 CLIENTS Hits: 20

From this page you can view, add, edit and remove the clinic notes.

To add a new clinic note, press the “Add New Clinic Note” from the top of the page.

To select an existing template click the dropbox “Select clinic note template” and select your template.

To access this page press the “Clinic Notes” button from the client profile top section.

To edit or delete existing clinic notes use the “Edit” and “Delete” buttons from the right side of the note.

To print clinic notes  or to find appointment images  use the “Print” and “Images buttons from the right side of the note.

 

To email these notes to your client or to your staff  use the “Email client” and “Email staff” buttons from the right side of the note.

 

To create a new clinic note template search in admin area “Clinic note template” and press the “Clinic note template” button.

  1. Press the “Add new” button to add a new clinic note template .
  2. Press the “Edit” button to edit an existing clinic note template .
  3. Press the “Delete” button to delete  an existing clinic note  template .

Knowledge Base Related

  • ACTIVITY
  • BRAINTREE
  • CLIENT APPOINTMENTS
  • CLIENT BALANCE
  • CLIENT DRINKS HISTORY
  • CLIENT PROFILE
  • DELETING A CLIENT ACCOUNT (CLIENT PROFILE)
  • DIAGNOSIS
  • DIRECT DEBIT
  • EDIT PROFILE

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