Section
Clients & Records
14 tutorials in this section
-
Recording Acupuncture Points
Chart the points you needled in seconds using your own quick-pick palette, protocols, and custom points — and see each client's point history build over time.
12 min read Includes video -
Recording a Consultation with the AI Scribe
Record your consultation and have a draft note written into the fields of your own template — how to switch it on, what lands where, working in English or Chinese, and how to use your own headings.
9 min read -
Your Own Diagrams and Diagrams in Templates
Upload your own charts — an ear map, a foot chart, a preferred body figure — and draw on them like the body chart; then place any diagram inside a consultation template so it sits in the note.
4 min read -
Follow-ups
Set a reminder to get back to a client — at the end of a consultation or from their profile — and work through recalls and follow-ups from one list.
6 min read -
Merging Duplicate Client Profiles
Combine two profiles for the same person, so all their appointments, notes and invoices sit on one.
3 min read -
Customising Your Consultation Templates
Copy a built-in consultation template and make it your own: rename and reorder fields, add text boxes, tick boxes, checklists, diagrams and section headings, pre-fill default text, and archive a template you no longer use.
5 min read -
Setting Up Intake Forms
Build a new-patient or consent form from a TCM template, send its answers straight to the client profile, attach it to your appointment types so it goes out with each booking, and read what comes back.
10 min read -
Attaching Photos and Files
Put a BBT chart, a tongue photo or a referral letter on a client's record: attach it to a field in a consultation note, snap it with your phone, or upload it to their profile, then compare photos across visits in Files.
4 min read -
Cases: Following One Condition Across Visits
Group a patient's bookings and visits under one condition, give the course a planned number of sessions so every visit says where it sits, and read the whole course on one page.
3 min read -
Tracking Progress with Measures
Track the same things at each visit, a rating such as pain or sleep or a measurement such as weight, see the numbers line up visit by visit on the case and profile, and send clients their progress in a letter.
6 min read -
Reaching out
Everyone worth a message, in Messages → Recalls & follow-ups: text, email or book each one in a press, and tick them off.
4 min read -
Giving a patient a copy of their record
Log a request for a copy, then download the whole record as one zip or send it to the patient by a secure link, with the deadline watched for you.
3 min read -
When a patient asks for a correction
Log a request to correct the record, answer it by accepting or declining, keep the patient's statement with the record, and log the times the record leaves the clinic.
2 min read -
Keeping a visit apart (California)
For clinics in California: mark a visit about contraception, abortion or gender-affirming care so it opens only to the people you authorise, only from inside California.
3 min read