Update My Records is included in the Medspa and Ink Preferred/Ultimate versions of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or firstname.lastname@example.org.
You can find a Client's Update My Records forms under the UMR Forms tab of their Client Profile. The UMR Forms tab will show form packs sent to a client and when they were sent. The Group Name dropdown can be used to specifically view one type of form pack. New Client Forms can also be sent from this tab.
When you click on the magnifying glass, you're taken to the View Form Pack screen. Here you can view the status of forms and view the forms themselves. Forms can also be downloaded and deleted from this screen.