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Welcome
Setting up your Clinic
Appointment Diary Function
Patient Management
Clinical Notes
Form and Template setup
Patient Invoicing
Consent / Intake Forms and Dashboard
Mindbody Integration
Reporting
Clinical Notes
Create, view, and manage various clinical notes, including diagnoses and treatment plans.
Types of Clinical notes
How to create an episode / injury / diagnosis
How to create a note
How to view notes
How to sign off on notes
Where do unsigned-notes go?
Duplicate clinical note function
Auto-save Clinical Notes Tips