Appointment notes and client reports
Get your record keeping off to a flying start. Master how to keep appointment notes and client reports
13 articles
Complete an appointment note during an appointment
Make a client report during an appointment
Import previous notes as a starting point on a new client report
Complete a client report during an appointment
Create an ad hoc appointment note
Create and send an ad hoc client report
View your reports
Markup a diagram during reports
Add a document to your reports
Add a photo to your reports
Add a video to your reports
Add a voice note to your reports
Dictate your notes on your reports