The record is divided into 6 different sections. Let's have a look at them! 👇
Here you can find the general details of the record, such as the date, services, and staff members. All this information comes prefilled, so you only need to update it when something changes.
There is space for internal notes as well - these are visible only to your practice and won't be shared with the client.
Create treatment plans (estimates) and sync them directly in the Record.
There are 2 fields in this subsection: one comes from the appointment requests, so all the details that the clients are writing will be displayed here, while the second field is a general one for notes taken in the practice.
Here you can include all the questions you normally ask in the first part of the consultation. From activity level to the last meal time, you can customize the record depending on the type of the visit.
From temperature, pulse, and respiratory rate, to body condition and attitude.
This subsection is divided into more categories, so depending on the visit, you can go through different systems such as Ophthalmology, Respiratory, Cardiology, and many more.
Laboratory / Investigations
Here you can record the results of the internal or external investigations.
Documents / Files
Easy upload of any type of document.
This section contains everything regarding provisional and final diagnoses.
Services & Products
Everything regarding performed services and administered products goes here.
Here you can go more in-depth into the procedures performed.
Check out how to generate new prescriptions or fill medications here.
You can set up predefined recommendations for diagnoses and products. Every time you use them, this section will get updated. You can also add new ones or write general recommendations.
Don't let clients leave without the next appointment! Here you can directly schedule the next visit for them.
In Digitail, the invoice is created automatically! All the services and products used in the Plan section will directly appear on the invoice. In this section, you can add extra products, offer discounts, and record payments.
You can view a video overview of the SOAP feature here.