Send your clients the key information from their appointments based on your Medical Record! Client summaries can be sent directly to their email or printed out before they leave the clinic.
Note: Client Summaries are currently only available to Scribenote Pro users, on the default Medical Record, Pack Mode and Multi-pet note templates. They are not accessible on notes recorded using Adaptive Templates.
Step 1: Click Client Summary
Scroll to the bottom of a note, and click the Client Summary section to expand it. Then, click Generate Client Summary
Step 2: Edit
Edit the Client Summary manually, apply the Writing Assistant formatting, or click Restart Client Summary to re-generate it.
Note: Re-generating the client summary will erase any edits you made!
Step 3: Send!
Send the client summary to your client by clicking Export Client Summary!
There are three ways to send the summary to your client. See examples of each below:
Copy plain text: Copy the text to paste into the body of an email.
Download PDF: Download the summary as a PDF to attach wherever! See an example of this PDF attached here. Dobby Client Summary.pdf
Email: Enter the client's email, and send an email directly from Scribenote. See the image below as an example. Your clients will not be able see the email associated with your account.
