03Run the Visit
Intake Forms
Versioned intake forms that go out before the visit and come back signed.
Included from Essentials upward.
Intake · Pre-treatment
v4- Treatment
- Laser resurfacing
- Allergies
- None reported
- Photosensitising meds
- Doxycycline — ceased 6 wks
- Pregnancy
- Not applicable
- Consent to photography
- Yes — clinical use only
Client signature
R. Okonkwo
14 Mar · 09:12
Illustrative — sample record, not a real client
What it actually does
Versions, not overwrites
A form template is versioned and explicitly published. Changing your health-history questions does not silently rewrite what a client agreed to last year.
Answered before they arrive
Requests go out ahead of the appointment, so paperwork is not eating the first ten minutes of a treatment slot.
Filed against the client automatically
A returned response attaches to the client and the visit — not to an inbox, a clipboard, or a scanner.
Works with
Charting
Clinical notes you can sign — and amend, with the amendment itself on the record.
Learn moreAgreements & Consent
Consent and treatment agreements, e-signed and filed against the client.
Learn moreClient Records
One record per client: history, notes, files, and every visit on a timeline.
Learn more