Skip to main content
Built specifically for med spas, aesthetic practices and wellness clinics. Book a live demo →
DigiMEDSPA
EMR

Clinical Documentation

Learn how to manage and store questionnaires, consent forms, surveys, treatment instructions, etc, for comprehensive record-keeping.

  • 12 guides
  • 223 steps
  • 157 screenshots
  1. Manage Questionnaires

    This user guide provides step-by-step instructions for adding, editing, and attaching a questionnaire to a service or procedure in the DigiMEDSPA Portal.

    • 33 steps
    • 26 screenshots
    • 9 min read
  2. Manage Consent Forms

    Learn how to add, edit, and attach a consent form to a service or procedure in the DigiMEDSPA Portal.

    • 33 steps
    • 30 screenshots
    • 9 min read
  3. Manage Surveys

    This user guide provides step-by-step instructions on creating, editing, and attaching a survey to a relevant service in the DigiMEDSPA Portal.

    • 21 steps
    • 19 screenshots
    • 7 min read
  4. Manage Pre-Treatment Instructions

    Whether you need to create, edit, or attach instructions to specific services, follow this guide to provide patients with accurate and personalized pre-treatment guidelines before their procedures take place.

    • 21 steps
    • 14 screenshots
    • 5 min read
  5. Manage Post-Treatment Instructions

    Create, edit, or update instructions for specific treatments, follow the steps below to ensure your patients receive accurate and personalized post-care guidelines.

    • 15 steps
    • 9 screenshots
    • 4 min read
  6. Create and Manage Patient Notes

    Overview of creating, editing, and managing patient within patient profiles to highlight important information or reminders for providers.

    • 17 steps
    • 10 screenshots
    • 5 min read
  7. Manage Dot Phrases

    This guide provides instructions on how to create and modify dot phrases within the EMR system, offering a streamlined approach to efficient documentation.

    • 25 steps
    • 12 screenshots
    • 6 min read
  8. Add / Edit a Provider Note for a Procedure

    This user guide provides instructions for creating and documenting notes during procedure charting. Follow these steps to ensure accurate and thorough record-keeping.

    • 18 steps
    • 10 screenshots
    • 3 min read
  9. Add / Edit Booking Notes

    This user guide provides step-by-step instructions on how to add booking notes while booking an appointment through express booking.

    • 11 steps
    • 8 screenshots
    • 4 min read
  10. Manage Vital Settings

    This user guide provides clear steps to configure patient vitals for accurate, consistent, and efficient health data tracking across the system.

    • 6 steps
    • 4 screenshots
    • 2 min read
  11. How to Add Public Notes or Self Notes

    This user guide provides step-by-step instructions on how to add Public Notes or Self Notes within the DigiMEDSPA Portal. The system allows you to create three types of patient notes—Normal Notes, Sticky Notes, and Sticky Permanent Notes—and any of them can be marked as a Public Note or saved as a Self Note for internal reference. In this guide, you’ll learn how to create, manage, and categorize these notes so they are stored and displayed appropriately within the platform.

    • 8 steps
    • 6 screenshots
    • 3 min read
  12. How to Create Good Faith Exam

    This user guide explains how to create a Good Faith Exam in the DigiMEDSPA portal. It is created similarly to a questionnaire and is essential for documenting a medical evaluation, ensuring compliance, patient safety, and proper treatment authorization.

    • 15 steps
    • 9 screenshots
    • 4 min read

Can’t find what you need?

Our team can walk you through any part of DigiMEDSPA, one-on-one.