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Review appointments in Documenti

Open Patients

Complete the Review phase — compare the original map, add top-up units, photos, and aftercare notes.

Review is the third phase of a visit — Outcome & Aftercare. Use it for follow-up appointments (for example a 2–4 week toxin review) or to finish aftercare the same day. You can see the original treatment layer beside any new review points.

Open a review

  1. Open the patient from Daily List or Patients.
  2. If treatment is already complete, open the visit and choose the Review phase — or Continue from Overview when Review is available.
  3. From Treatments, open a visit with status Review Complete to see a finished review read-only (use Reopen Review only if you need to amend).
Documenti visit with Consultation, Treatment, and Review phases all completed
All three phases complete — Consultation, Treatment, and Review on the same visit.

What to record at review

  1. Review Photos — capture photos at follow-up if you need them for comparison.
  2. Products Used — log any product used for top-ups at review.
  3. Treatment Plan Review — View / Edit the map; blue review points sit alongside the original red treatment layer.
  4. Treatment Notes — add review notes (saved immediately).
Documenti review map showing treatment units in red and review top-up units in blue
Review map — treatment points (red) and review top-ups (blue), with separate totals.

Note

Toggle Treatment Layer on the map if you need to hide or show the original points while placing review units. Save Review when finished.

Find past visits

Open the Treatments tab on the patient record for a list of consultations, treatments, and completed reviews — useful when comparing sessions before booking the next one.

Documenti treatment history table with Consultation, Treatment, and Review Complete statuses
Treatment History — filter and open any past consultation, treatment, or review.

Still stuck?

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