Track procedures & treatments

Create, sign and manage clinical procedure records for your clients. Attach text templates, prescriptions and annotated images to each procedure.

✅ What you can do

• Create and sign treatment procedures
• Attach text templates & prescriptions
• Upload and annotate images with colours & shapes
• Download, copy, edit or cancel procedures

➕ Create a procedure

1. Click the +Add button — opens the Create Procedure page.
2. Enter a Procedure Title and Date of Procedure (both required).
3. (optional) Click Add Text Template — adjust price and add multiple if needed.
4. (optional) Click Add Prescription to link one or more prescriptions.
5. (optional) Click Use Template, Add Media or Media to upload & annotate images:

• Colour palette: yellow, green, red, blue, purple, black
• Tools: drawing, highlighter, shape markers
• Undo, clear or delete markings at any time

6. Save or finalise:

• Submit Draft — saves without signing, stays editable
• Submit and Sign — opens the Sign Procedure pop-up to lock the record

⚙️ Manage procedures

Updated on: 19/06/2026