You’ve got three options:
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BASIC NOTE. We’ve created Initial Visit and Follow up templateS for you to use. If you are new to taking notes, this is a great, guided format…plus you can make it your own by using only the fields you want to!
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UPLOADED NOTE. Do you handwrite or draw notes? Fill out a printed form? Take before/after photos? You can scan these notes into your client’s profile.
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CUSTOM NOTE. Do you (or your group/practice) have a form you use? Replicate it online via our custom builder. If you build a note template you like, you can share it with other practitioners in the Library; you can likewise search the Library for shared templates that might call to you.
Any time you see an Add Note button, you can add one of these Notes. AND, you can change formats anytime. Meaning, you can start by uploading your current handwritten notes, then decide you want to go digital and try out a Basic template….or be inspired to put your handwritten format into a custom build. You’re the boss!