How to create a client's file

The client's file lets you write down observations and attach photos — for example, the progress of a treatment.

Step 1 — Open the client

Tap the client in the list.

Step 2 — Enter the file

In the Client's chart section, tap View all.

Step 3 — Add an entry

In the top right corner, tap the plus (+) button. You need the right to edit clients.

Step 4 — Choose the type

Choose Text and images for a note with photos, or Templates if you use form templates.

Step 5 — Write the text

Fill in the text field with your observations.

Step 6 — Add images

Tap Gallery to pick from your gallery, or Camera to take a photo.

Step 7 — Save

Tap Save.

Optional: The first time you use the camera or the gallery, the app asks for permission to access them.