Consultations

Clinical sessions linked to clients — notes, forms, photos and treatment history in one place.

Consultation workspace CliniForm
Client Emma Lawson
Service Hydrafacial
Status In progress
Clinical notes — editable rich text area
Linked forms — Consent ✓, Aftercare pending
Photos — 2 attachments
Illustrated preview of Consultation workspace.

Walkthrough

  1. Open Consultations from the left menu.
  2. Start a new consultation from a client profile or from today's appointment.
  3. Complete structured notes, attach photos and link form templates.
  4. Save drafts and return later; signed-off consultations become part of the client history.
  5. Use filters to find consultations by practitioner, date or treatment type.

Tips

  • Form templates configured under Form templates auto-load for matching services.
  • Consultation data feeds Advanced Analytics when that add-on is enabled.

Related guides

Clients Search, create and manage client records — contact details, history, notes and linked appointments. Treatment notes Write structured SOAP or custom review notes, attach body maps, photos and voice recordings, and keep everything on the client record. Note templates Build custom treatment note layouts beyond SOAP, Session or General Notes, and set a default so consultations open ready to go. Voice recordings Record voice notes during or after a consultation, play them back on the treatment note, and keep them with the client record.