Treatment Screen - Documents Tab

The treatment screen is available in the Medspa version of Envision Cloud. You can upgrade your account on the Account Subscription page.

Envision Cloud allows you to upload documents for treatments.

txscreen_documents.png

Client's treatment-related documents may be uploaded or viewed here and assigned a category for easier sorting. Categories must be entered in the Document Categories List.

____________________________________

Upload Documents

Selecting the Upload File button will allow you to add documents to the client's record for the treatment performed.

treatment_documents_uploadfiles.png

Steps to upload a document:

  1. Choose the Select button.
  2. Navigate within the computer files to the document you wish to add. Once chosen, the document name will show in the Files field.
  3. Select the Category you wish to assign to the document. Categories must be entered in the Document Categories List.

____________________________________

View Documents

Selecting the magnifying glass on the treatment screen's documents tab will open a new tab to allow you to view the document. From this screen, you can view the document or use the tools at the top of the window to download or print the document.

document_view.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.