Patient/Client Notes, Consent and Templates

This section explains everything to do with patient/client notes, obtaining consent via the platform and templates for client information and client notes.

How to create templates, send to clients and/or use for case notes?
You have the freedom to create any template you want within SIF Health, or to use the pre-defined forms for certain associations (please contact us here if ...
Thu, 30 Dec, 2021 at 10:02 AM
How do I get consent from clients and/or for them to agree to Ts & Cs?
When a client books in, or you book a client in, they receive an automated email with your T&Cs included allowing you to save time during the appointmen...
Tue, 21 Dec, 2021 at 2:59 PM
How to view, add, and edit client notes/ profile (including templates automatically sent prior to the appointment)
There are 2 ways to view/ add/ edit your clients notes. Through Clients in the menu Search for your client, then select More next to their name, and f...
Thu, 24 Feb, 2022 at 10:23 AM
How to create a new client record
A new client record is created in two ways: 1) Automatically when a new booking is made by either you or the client 2) Manually via the Clients section...
Tue, 21 Dec, 2021 at 3:03 PM
How to import existing clients records
Other companies and software providers can sometimes make it difficult to try and trap you into using their service but under GDPR as such letting us see th...
Tue, 21 Dec, 2021 at 3:14 PM
How to upload your own diagram/ diagrams to annotate in the client notes
Whilst we have the image of the front and the back of the body, we realise that some of you may have your own diagrams that you want to use. Maybe a more ...
Fri, 16 Jul, 2021 at 10:27 AM
Archive or delete a client and their notes
You may create a client in error or you may have a request to delete a client's details so how do you do it.  Under Clients then find the client nam...
Tue, 21 Dec, 2021 at 3:17 PM
How To Use Episodes
Episodes allow you to group your notes into 'Episodes of Care', labelled on the site as 'Episodes'.  This allows you to be clearer aroun...
Tue, 21 Dec, 2021 at 3:16 PM
Adding images from an iPhone
With IOS 11 and 12 Apple changed the default setting of images to HEIC format, requiring you to save the image as a standard JPEG format before you can uplo...
Tue, 21 Dec, 2021 at 3:15 PM
Previous versions of edited notes
As a specialist, you can access a note to make any edits to the the current information that has been provided. The time and date of each edit is shown in t...
Tue, 21 Dec, 2021 at 3:15 PM