How to view and copy previous treatment notes

Quickly access and duplicate past treatment notes to maintain consistency across sessions.

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Instructions

  1. On the Calendar, select the appointment
  2. Go to Treatment Note, then View Past Notes in the top right corner
    view_past_notes.png
  3. Select the previous note, on the left side
  4. Click Duplicate Note in the upper right corner
    duplicate_note.png

Note: When duplicating a note, your current note will be replaced by the past note. Any current content will be permanently deleted.

📱 Using the app?
  1. From the Calendar, tap on the appointment
  2. Tap Treatment Note 
    copy_treatmentnote.png
  3. Tap the clock icon to view past treatment notes
    clockicon_copy_note.png
  4. Tap the appointment date for the note you want to duplicate
    pastappointment_copy_note.png
  5. Tap the duplicate icon
    review_copy_past_note.png
  6. Tap Duplicate to confirm
    duplicate_past_note.png
     

Video Guide


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