How do I Add Notes to a Visit via Mobile?

In order to add notes via a mobile device, there are a number of prerequisites:

• Have this feature enabled on your account - please contact us, if this has not been activated on your account.
• The visit your staff member is doing must require notes to be completed.  Once this feature has been activated on your account, you must create a new service that requires notes or further information to be completed.
• To create a new service you go to Settings -> Services -> Add New Service.  When you create a new service you must ask at least one question.
• Create a new visit for one of your patients, using this newly created service.

To add notes to a visit, when you complete the visit on the phone, click on the visit -> Results (bottom right).  It will then ask you to complete the questions you entered when creating the service.

By using a range of different services you can ask a range of different types of questions for different visits that your staff complete.