How can we help?

Connect Documenti to Clinic Membership

Start your Documenti trial from Settings, set your password, and add the £19/month bundle when you are ready.

Consultation form options

Choose which forms appear at the top of a consultation, set their order, and add or remove forms from Form Management.

Digital signature on forms

Save your signature in Settings, then use Use Digital Signature on a form when you mean to sign. It is never filled in for you automatically.

Export a treatment as PDF

Create a clinic-branded treatment file PDF — choose the sections to include, then download it or email the patient a secure link.

Getting started with Documenti

Connect secure clinical notes to Clinic Membership: setup order from trial to daily list, procedures, and consents.

How patient matching works

Documenti scores booking-system records against your patients as a confidence percentage, then auto-links, queues for review, or creates a new patient based on your settings.

How your daily list populates in Documenti

Bookings in Clinic Membership flow to Documenti’s daily list so clinicians see today’s patients without retyping.

Import a form with Smart Form Importer

Upload a PDF, Word document, or photo of an existing form — Documenti turns it into a draft you can review and publish.

Import clinic data with Smart Data Importer

Upload a CSV or Excel export, map columns, preview rows, then import patients, treatments, products, and more.

Note snippets

Save reusable phrases and insert them into clinical notes — keep private snippets or use shared clinic snippets.

Patient matching settings

In Organisation Settings, choose which details count toward a match, set the Match threshold for automatic links, and decide what happens when nobody matches.

Patient overview in Documenti

Find treatments, prescriptions, alerts, consents, and in-progress consultations on one patient screen.

PIN lock when a patient fills a form

Set a screen-lock PIN so you can hand your device to a patient to complete a form while the rest of Documenti stays locked.

Record a treatment with the treatment map

In the Treatment phase, add products and batch details, then mark injection areas and units on the face map.

Reopen a locked consultation, treatment, or review

When a phase is completed it becomes read-only — use Reopen Treatment or Reopen Review to unlock it and make changes.

Run a consultation in Documenti

Start a consultation, complete questionnaires and consents, select procedures, then unlock treatment.

Upload attachments to a patient record

Add referral letters, consent PDFs, and results on the Attachments tab — files are scanned and stored securely in the EU.

Your daily list as a clinician

Open today’s appointments, spot VIP patients, and jump into each clinical record from the Documenti daily list.