How to Share a Treatment Note with a Client

In this article, we will explain how you can share a treatment note with a client from their client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, proceed to use the search bar at the top of the page and type at least three letters of your client's name to pull up the client. You can also locate your clients by navigating to the client's section from the left sidebar menu.

Step 2: Switch to the Chart/EMR tab

Once you're in the client card, expand the Chart/EMR section and click on the "Treatment Notes" tab.

Step 3: Locate the Treatment Note

All treatment notes that belong to the client will be listed in the "Treatment Notes" tab. You can click to expand or collapse them. 

Step 4: Share the Treatment Note 

When expanding the note, the share button will be revealed. Once you click "Share" you get the option to send it as an email or SMS.

After you've shared the note, the client will receive an alert on their email and will be able to view the form. 

By following these steps you will be able to easily share forms with your clients from the client card.