Adding Items to Snapshots

A "Snapshot" of a patient/client gives you a quick overview of the items you want to track. You can track conditions, medications, surgeries, injuries, or track items in a general category.  You can add items to the snapshot from a form or a form directly from snapshots.

Adding from a Form

1. Click on the Person's name
2. Click on the Review Forms button in the header
3. Select the Form from the dropdown you want to review
4. Hover over the "+" to Add to Snapshot or the Pin  (this put the items in a queue for moving to Snapshots)
5. Click on Pinned Responses at the bottom of the slide-out, and click on the item to Unpin or Move to Snapshot

Adding from the Snapshot Section

1. Click on the Person's name
2. Click on the Plus button in the Section (example, Conditions)
3. Add your content and click Save