Section
Clients & Records
8 tutorials in this section
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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.
10 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 and diagrams, pre-fill default text, and archive a template you no longer use.
4 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.
7 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