Medical Records

All the sections of a record explained, how to create templates and sharing options

13 articles in this collection
Written by Sophia

Getting started

Create record templates

Customizing record templates for your practice.

Written by Sophia
Updated over a week ago

Records sections

Record overview

Let's review what information is included in each section of the SOAP.

Written by Sophia
Updated over a week ago

Subjective section

Record all details about the complaint and history of the patient.

Written by Sophia
Updated over a week ago

Objective section

Build your consultation exactly how you want.

Written by Sophia
Updated over a week ago

Assessment section

Automate as much as possible of the diagnoses.

Written by Sophia
Updated over a week ago

Plan section

Covers the treatment, medication and recommendations.

Written by Sophia
Updated over a week ago

Billing section

Easy billing directly from the record.

Written by Sophia
Updated over a week ago

Record summary

See how the summary PDF looks like.

Written by Sophia
Updated over a week ago

Share the record summary with the client

See how easy it is to share a record summary with your clients.

Written by Sophia
Updated over a week ago

Share records with others

Learn how to share records for referrals or insurance claims.

Written by Sophia
Updated over a week ago

Tips

Create estimates

Create treatment plans (estimates) and sync them directly in the Record.

Written by Sophia
Updated over a week ago

Autosave records

Your records are autosaved automatically in Digitail.

Written by Sophia
Updated over a week ago

Draft records

Learn more about draft records.

Written by Sophia
Updated over a week ago