After logging in, you will see "+ Client" or "New Client" buttons. Click any one of those and it will take you to a simple "Add Client" page. It accepts minimal info to get started quickly even while starting an actual visit. After clicking "Save", you will got a to more detailed screen to enter any other details you need.

After creating your client, choose any option from the menu on the client's screen to enter medications, medical history, surgical history, contact details and more. Enter as much or as little as you need for the visit and you can always add more or change it over time. You can also enter this or change it during an actual visit. The AI generative programming takes all this data and incorporates it to build a fantastic well informed note!

After creating your client, you can click the "+ Appt" or "Add Appointment" button and it will default to today's date and nearest time. You can select a new date / time. Enter the client's email and select if you'd like to email them a reminder for their appointment. You can also create a note from the appointment and it will incorporate the visit reason (if you entered this info).

After logging in, click the "+ Note" button (located at the top of the screen). Select a client, or click the option to "create a new client". Default visit date is today and the time is the current time. These can be changed at any time.

You can download appointments, notes or client data by clicking the respective "View" option (i.e. View Clients, View Notes, or View Appts). On the datatable, there is a download icon, click this and a drop down will show allowing you to select the file type to download.

You can change the client's status by clicking the button below the client's name, and a drop down list appears. You can choose "Active, Inactive, Discharged, Moved, No longer in practice, Deceased" or enter a different status. It will save automatically.

You can change the client's code status by clicking the button below the client's name, and a drop down list appears. You can choose "Full Code, Full Code w/o Intubation, Chemical Only, Do not resuscitate / Intubate, Comfort Measures Only, Discharged" or enter a different status. It will save automatically.