|
Add First Consultation
Menu Link Client > Consultation > Client
Consultation
Client Consultation Notes
-
select client from dropdown list
-
system requests permission to add first consultation
sheet
-
select consultation sheet if 2 or more are available
-
2nd/subsequent client/consultation sheet
selection from this screen only
-
select treatment type from dropdown list
-
enter reason for treatment
-
enter dates as required
-
click
Consultation Key Note Generator button
Consultation Key Notes Generator
-
adding key note(s) is an optional process
-
click on one or more text question(s) to display a
supplementary screen to enter additional detail
-
when all text is complete, click
Client Medical Notes
button
Sample supplementary screens
 
Client Medical Notes
-
adding medical key note(s) is an optional process
-
click on one or more medical text question(s) to
display a supplementary screen to enter additional detail
-
when all text is complete, click
Client Consultation Notes
button to re-display initial screen
-
check consultation notes summary is complete then
-
click Close
button to save consultation sheet
Your first consultation sheet is now complete | 