The Forms Unified View tab of the Guest Details page is the hub for all service forms, treatment plans, medical charts, treatment notes, subjective, objective, assessment, and plan (SOAP) notes, and consent forms the guest submits for different services that they book. Providers can use the information from the forms to make informed decisions on the guest’s treatment. On this tab, providers can also access the photos that they took before, during, and after the treatment for comparison.

Note: Depending on your business need, you can rename the Forms Unified View tab of Guest profile. For example, if you are using this tab to show treatment related information then, you can enter ‘Treatment plan’ as the name of the tab.

To rename the Forms Unified View :

  1. At the organization level, click the Admin icon.

  2. Navigate to Organization > Organizations.

  3. Go to Settings, and then expand the Custom Data section.

  4. In the Unified Form Label box, enter the applicable name. For example: Treatment Plan.

  5. Click Save.

    The tab in the guest profile will be renamed to 'Treatment Plan'.

Access Forms Unified View

  1. Go to the guest profile:

  2. Click the >> icon next to the tabs.

  3. Click Forms Unified View

    You reach the Forms Unified View tab.

On this tab you can:

Learn more:

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