Record system overview

• Record system overview

  Central setup for clinical records: the Registration Portal, custom questionnaires, consent templates, settings and your template library.Few readers

Client registration

• Client registration portal

  Let clients submit their personal details online before a first visit. Everything saves straight into their client record.Some readers

• Configure the record system

  Set how clinical records are created and signed, and the email notifications clients get when they register through the portal.Few readers

Forms, consent & templates

• Letter of consent setup

  Create and manage the Letter of Consent templates you send from a client profile or through the Registration and Booking portals.Some readers

• Create custom questionnaires

  Build your own questionnaires with custom titles and question types, then use them on the Registration Portal, Booking Portal or by email.Some readers

• Record system templates

  A library of text and image templates you can attach to procedures, notes and prescriptions in one click.Few readers

• Who signs a consent form

  A consent is signed twice: the client agrees first, a practitioner countersigns. Why one signed by SMS still shows as unsigned.Few readers