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