Envision Cloud User Guide

Document Categories

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Document Categories

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Document Categories

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The treatment screen is available in the Medspa version of Envision Cloud.   You can upgrade your account on the Account Subscription  page.

 

To open the Document Categories List, hover over Clients on the menu bar , hover over Medical Options, and click on the Document Categories List. Add, edit or delete document categories from this list. Document categories are selected when uploading documents to a client's treatment. The business will need to link a DropBox account to be able to upload documents.

 

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