If a client ever asks for a copy of their procedure information you can always export it for them in PDF and send it to their email.
Procedure Exports will include:
- A client’s entire chart including any medical history filled in, any questionnaires filled in and any consent forms signed (along with the original consent text and the client’s signature).
- Procedure pictures as well as a treatment summary which includes any products or services she has purchased.
In order to export a procedure:
- Click Clients at the top navigation menu.
- Click on the record of the required patient.
- Click Export procedures under the “More Info” menu at the top right.
(Here you will see all procedures available for export along with pictures taken for each and a brief description.
- Select procedures and click Export.
- Save the exported procedures on your device.