Notes, forms and templates

Design the structure every treatment note starts from: sections, field types, required fields, body charts, and what prints on the note.

Record a visit from the patient's record or the appointment, save a draft, mark it complete, and send or export it.

Design the forms you send patients to fill in before a visit: fields, signatures, who can see the answers, and whether a copy goes back to the patient.

Email a patient a link to a form, know what they see, and track Pending, Completed and Expired forms on their record.

Write referral, discharge and report letters once as templates with placeholders, so each letter needs only a read-through.

Make a letter from a template with the patient's details filled in, edit it, then email it as a PDF or download it.

Add the diagrams practitioners draw on: file rules, descriptions, the storage limit, and archiving.

Draw, label, erase and zoom on a body chart inside a treatment note or form.

Write the consent wording patients agree to, decide how they agree and for how long, request it by link or record it in the room, and see when it expires.