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
- Click on the Person's name
- Click on the Review Forms button in the header
- Select the Form from the dropdown you want to review
- Hover over the "+" to Add to Snapshot or the Pin (this put the items in a queue for moving to Snapshots)
- 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
- Click on the Person's name
- Click on the Plus button in the Section (example, Conditions)
- Add your content and click Save
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