Name a Procedure
It is important to name your procedures. If you do not, the procedures will be automatically named Procedure #1, Procedure #2, and so on...
Changing their name helps differentiate the procedures from one another.
Changing their name helps differentiate the procedures from one another.
From the App:
- Login via app
- Click on a patient profile
- Click the plus sign + to create a new procedure and fill in all the appropriate details. Once you reach the Preview screen, find where it says Procedure Name and tap to edit.
- You can also click into an existing procedure by clicking on the pencil icon or directly on the procedure photos.
- Tap into the Procedure Information at the top.
- Find where it says Procedure Name and tap to edit.
- Hit Save at the bottom
From the web:
- Login
- Go to the clients tab
- Click on the clients profile
- Find your specific procedure you have already created and click Edit Procedure underneath.
- Find Procedure Name and when done editing, scroll to the bottom and hit Save.