Add First Treatment
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Add First Treatment

Menu Link   Client > Treatment Notes

Client Treatment Notes

  • select client from dropdown list

  • select appointment from client appointments grid

  • 2nd/subsequent appointment selection from this screen only

  • display additional detail using the horizontal bar at bottom of grid

  • grid displays appointment, time, therapist, therapy, treatment and location

  • system requests permission to add treatment sheet

  • click Treatment Observation button

Treatment Observations

  • adding observation note is an optional process

  • female or male image, defaults to female image

  • click on first control required then position cursor on screen image and click

  • repeat for each additional control required on the screen image

  • click  to undo last image annotation

  • click  to reset to original image with no annotation

  • when image is complete, click Treatment Key Note Generator button

Treatment Key Notes Generator

  • adding key note(s) is an optional process

  • click on each text question to display a supplementary screen to enter additional detail

  • when all text is complete, click Treatment Observation to add additional detail

OR

  • click Client Treatment Notes button to redisplay initial screen

  • check Treatment Notes panel is complete then

  • click Close button to save treatment consultation sheet

Sample supplementary screen

 

Treatment Observation Note

  • adding treatment observation note(s) is an optional process

  • click on each observation note to display a supplementary screen to enter additional detail

  • display / print report is an optional process

  • when all text is complete, click Close button to return to main treatment screen

Sample supplementary aromatherapy treatment observation screens

 

Your first treatment sheet is now complete

 


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Last modified: 06.27.2010.