The treatment screen is available in the Medspa version of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or firstname.lastname@example.org.
Envision Cloud allows you to upload documents for treatments.
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.
Selecting the Upload File button will allow you to add documents to the client's record for the treatment performed.
Steps to upload a document:
- Choose the Select button.
- Navigate within the computer files to the document you wish to add. Once chosen, the document name will show in the Files field.
- Select the Category you wish to assign to the document. Categories must be entered in the Document Categories List.
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.