How to Record a Client Problem

Step 1: Check Feature Availability 

Start by logging in to your Pabau account using your login credentials. Remember that this feature is not enabled by default and needs to be manually enabled in your account. Please take a look at this article for more details on how to enable client problems.
 

Step 2: Navigate to the Client Card

Navigate to the Search bar at the top of the page and proceed to type at least three letters of the client's name. Pabau will filter the results as you type.

Step 3: Switch to the Client Problems Tab

You can find the Client Problems tab when expanding the Chart tab in the client card. 

Step 4: Add Problem 

To add a client problem, click on the "Add Problem" button at the top right side of the page.

 
When you click the "Add Problem" button, a pop-up screen will appear where you can populate the necessary details for the client problem.

• Problem: In the Problem field, you can look up the diagnosis.
• Related appointment(s): You will be able to link the appointment.
• Diagnosis Date: You can add the date when you diagnosed the patient. 

After populating the fields, you can save the changes by clicking the "Save" button below the window.


All client problems added will appear in the Client Problems tab, where you can filter them by Active and Inactive status.


By following these steps, you can efficiently add and manage client problems in the client card in Pabau.