Procedures in Documenti are your clinical treatment types — anti-wrinkle, lip filler, skin booster, and so on. They are separate from bookable services in Clinic Membership (which control the diary and online booking). Once a procedure exists, you add treatment options: which consent forms apply, whether multiple forms are required, and whether clinicians must capture photos after treatment.
Create a procedure
- Sign in at app.documenti.co.uk and open Procedures.
- Add a new procedure — name it clearly so clinicians recognise it on the daily list.
- Save the procedure, then open it to configure treatment options.
Treatment options — consents and photos
After you create a procedure, open its treatment options to link published consent forms and set clinical requirements.
- Consent forms — select one or more published forms. Dual treatments (for example toxin plus filler) often need multiple consents.
- After-treatment photos — require clinicians to capture a photo immediately after treatments such as dermal filler, in addition to any before photos.
- Send rules — choose when linked forms should email automatically (see Form automation in Set up forms and consents).
Note
Only published forms appear when linking a procedure. If a consent is missing, publish it under Forms first.
Procedures vs bookable services
- Clinic Membership bookable service — what patients book, price, duration, and calendar slot.
- Documenti procedure — clinical record, consents, treatment map, and products used.
- Service names from bookings appear on the Documenti daily list; procedures are what clinicians select when documenting treatment.