1. Create Procedure Notes
How to create a note via iPad/iPhone app.

  1. Log in to the app.
  2. From the main menu, select a Patient/Client. (Note: a procedure (cosmetic or health) must be created first before creating a procedure note)
  3. Find your cosmetic or health procedure from the patient's timeline
  4. Press the Add Note or View Notes button on the procedure, below the patient photosΒ 

1. Create your note. You may use your dot phrases in the section to quickly document a visit. (Click here to learn more about dot phrases)

2. To use a dot phrase, click the period button on your keyboard and begin typing the title of the desired dot phrase

3. Click save. You have successfully created a procedure note! You are able to edit/delete this note if any changes need to be made

4. Click the 3 dots next to your note to edit or to delete

2. View the Procedure Notes

  1. Log in to the app
  2. Choose a patient
  3. You may click the original button used to create the note, it will now say view notes
  4. You can also view procedure notes as a timeline. To do this, choose the "more info" button located in the right-hand corner
  5. Click on notes

NOTE: Procedure notes are different from customer notes. If you are looking to log a personal note about a patient unrelated to their procedure, follow this article to learn more about creating customer notes

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Want to know more?

Draw Tool
How To Create A Procedure Template for the Health Timeline
Name a Procedure
Manage Clinics or Locations
Complete Medical Questionnaire via iPad/iPhone
Sign my Chart and Send it to the MD
View a Completed Questionnaire
Health Timeline and Procedure Templates
Edit, Add, Move Injections
Change Procedure Photo
Create A Procedure
How to conduct a Fitzpatrick Skin Types Test on iPad/iPhone
Compare Before and After Photos via iPad/iPhone
View Signed Consents
Add More Photos to a Procedure from the iPad
How to sign Consent form via iPad/iPhone?
Add Traceability To a Procedure
Using Lock Mode For Consent Signing and Questionnaires
Delete a Procedure
View All Procedure NotesΒ 

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