🎥 Tutorial guide
Saving and Managing the Visit File
The visit file should be saved regularly so clinical, billing, and operational updates are not lost while staff are working.
💾 During the visit
Save the visit file whenever you make important updates, especially after completing forms, adding notes, changing patient status, or recording care details.
📁 Opening the full patient file
Click Patient File when you need to move from the current visit into the patient?s complete medical record.
💡 Habit to build: Save after meaningful changes, not just at the end of the encounter.
🚀
Next step
Use the navigation below to continue through this tutorial series in the same order as the full demo.