Attaching documents to your customer record on iOS
Now using our iOS App you can upload all your client soap notes, consultations and treatment records in the one place by simply taking a photo of your document and it automatically converts to a pdf against your clients record.
Simply find a customer from your customer tab and you will see an area (just above photos) called ‘Documents’
From here you can scan a document using your iOS camera and once you’ve added the document title, we automatically convert it into a pdf for you.
New Features & Enhancements
- You can scan multiple page documents and convert into one pdf
- You can also export documents from other Apps (like Google Docs or your email App) directly into your selected customer record on Timely.