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 view service forms:

  1. Navigate to the Forms Unified View tab.

  2. Locate the service and then click the View Form icon.

  3. You can also click the Expand to view forms icon to view the list of specific forms, and then click the View Form icon.

    The form opens.

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