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How to Share Treatment Notes Across Client Relationships

This article explains how you can share treatment notes with a client’s family members or linked contacts.

Step 1: Navigate to the Client Card

Start by logging into your Pabau account using your login credentials. Then, navigate to the top of the screen and start typing the client's name for quick access to their client card. Once the name appears on the search results, click to open the client card. 

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Step 2: Access Treatment Notes

Once you access the client card, click to expand the "Chart/EMR" tab. This will reveal the "Treatment Notes" sub-tab. All treatment notes will be listed here.

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NOTE: Ensure the client has relationships added before proceeding. For more information on how to add a client relationship in Pabau, refer to this guide. 

Step 3: Share Treatment Note

Click the "Share" button in the top-right corner of the form to view the available contacts you can share it with.

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The treatment note will be sent to the contact via Email.

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Once it's sent, you will view the confirmation pop-up that the item has been shared.

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By following these steps, you can easily share treatment notes with a client’s related contacts.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.