This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see How to Rename a Document (Classic) guide instead.
Step 1: Navigate to the Client Card
Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.
Step 2: Open the Documents Section
Click on the "EMR" tab (labelled "Chart" for US businesses), then click on the "Documents" card in the grid.
Step 3: Rename the Document
Locate the document you want to rename and click the three-dot menu on the far right of its row. Select "Rename" from the options. 
A "Rename document" window will appear. Enter the new name in the "Document name" field, then click "Save" to apply the change.
By following these steps, you can rename the documents uploaded to the client card.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.