How to add and track patient information using Snapshots

A Snapshot of a Patient gives you a quick overview of the items you want to track. You can track conditions, medications, surgeries, injuries, or items in a general category. You can add items to the snapshot from a completed form or directly from the Patient's Snapshots page.

Adding Snapshots from a Form

1. Log in as the Admin or Practitioner.
2. Click the Patients Icon (main navigation bar).
3. Click on the Patient's Name.
4. Click on the Review Forms button (top right header).
5. Select the Form from the dropdown you want to review.
6. Hover over the "+" to Add to Snapshot or the Pin (this puts the items in a queue for moving to Snapshots).
7. Click on Pinned Responses at the bottom of the slide-out, and click on the item to Unpin or Move to Snapshot.

Adding Snapshots from the Patient's Snapshot Page

1. Log in as the Admin or Practitioner
2. Click the Patients Icon (main navigation bar).
3. Click on the Patient's Name.
4. Locate the Snapshot section (left sidebar).
5. Click on the Plus button in the Section (example, Conditions).
6. Add your content and click Save.