Bring the record into the room.
Illustrative iPhone client record
See the client’s details and last visit’s note. Add today’s note and photo while the visit is fresh.
Records, photos and forms
- Find clients by name or phone, filter by last visit or tag, and add a client with duplicate-number checking
- Write a service note from its link or while completing the visit
- Read submitted answers or only their status according to access; review decisions open on the web
- Closing a note with unsaved words asks before discarding them
- Browse photos by type, pairs or timeline, open them full screen, or see photos from the appointment
- Send a client their forms link, or a reminder about an unfinished form
- Merge duplicate clients with the same review and safety rules as the web