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:

  1. Click Clients at the top navigation menu.
  2. Click on the record of the required patient.
  3. 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.
  4. Select procedures and click Export.
  5. Save the exported procedures on your device.

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