Write a clear record
- Confirm patient, date, service, and doctor.
- Record the concern, relevant findings, care provided, and result.
- Add products, materials, package use, or instructions when relevant.
- Write the next action and expected timing.
- Review spelling, amounts, dates, and patient identity before saving.
Consent and photos
- Use the consent area for the correct service.
- Explain what the patient is agreeing to and answer questions.
- Store approved photos in the visit's protected photo area, not in a personal phone gallery or general message.
- Follow the clinic's rules for photo use and retention.
Finish and protect the record
- Save while working so information is not lost.
- Complete any required fields.
- Lock or finalize the record when your clinic's process requires it.
- If a finalized record needs correction, follow the clinic's correction process; do not hide the original history.
