How do you add a client Procedure record?

Create a record of a procedure

Procedure

  • The procedure gives the detail of the treatment prescribed
  • Attach an applicable treatment template (or text template). You can add a template and change the price for this specific procedure. You can also add multiple treatments templates if needed
  • Add additional information to the template to complete the documentation. Once done you can save the record or you can continue by adding images.
  • Add an image(s) using the default templates (Use Template) or use the client’s authentic images from the “Media”.
  • There are tools to edit the image to do visual documentation of the procedure. The image or picture can be colored and marked in different colors and shapes. You can also add numbers if needed.
  • Once all necessary information is included, save the procedure for the patient.
 
Notion image
 

Note:  The procedure must be signed by the user to authenticate it. The procedure can be edited and updated until it is signed. Once it is signed, the procedure is locked- it can only be viewed and copied, not edited.

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