Create client records, make notes, archive clients.
Working with notes.
Set up and organise simple note templates.
Add interactive buttons and dropdown menus to your note templates.
How to use the charting feature to annotate a body chart.
How to print and export past notes for a patient.
How to quickly set up your appointment dairy.
How to set up the appointment diary and start booking appointments for your clients in no time.
Back to videos
Organise your notes.
-Note Tabs (0:08)
-Hide Tabs (0:16)
-View your notes (0:28)
-Manage 'Active' / 'Finished' notes (0:34)
-Permanently archive (save) notes and prevent further editing (0:44)
-Automatically archive (save) Finished notes (0:51)
Our note templates help make note writing speedy and are very easy to set up.
-Create Collections (a folder to keep your templates) (0:06)
-Create Template Categories (0:44)
-Create Templates (1:09))
-Auto Templates (2:02)
Keep notes for the same patient or client organised together.
-Create a New Client (0:07)
-New Note - Method 1 (0:47)
-New Note - Method 2 (1:15)
-New Note - Method 3 (1:36)
-Archive Clients (1:54)
-View Past Notes (2:27)
How to use the chart markup feature.
Draw free hand using a mouse, finger or stylus, add lines, arrows and text to a body chart.
How to print off hard copies or save notes as a PDF file.
How to add buttons and dropdown menus to your notes.