Customers
Save a care entry and sign its consent
Care records appear when enabled for the business; a signed entry is locked.
Step by step
- Open “Clients” from the sidebar.
- Open the correct customer profile and care section. It appears when health records are enabled for your business; clinics and dental practices have it integrated. Check customer and location before entering information.
- Add a care entry; choose first visit or follow-up and enter date, procedure, professional when applicable and observations. Save and verify it in the list before requesting a signature.
- Tap the entry title to expand observations/actions. Unsigned entries show Edit; collaborators only edit their authorized records. For consent press Sign, review text/details with the person, enter signer name and collect their actual signature. Clear signature only clears the draft drawing.
- Press Sign and save and verify signed status, name and date. Expand the entry and View consent to inspect the saved text/signature. Later Settings template changes do not rewrite it. Signed entries offer neither Edit nor Delete; add another for clarification.
- If name or signature is missing, correct the indicated field and save again. Help explains the procedure without reading clinical content; keep health information out of general support questions.
Feature availability depends on your plan and permissions.