Client Communication

When communicating with a client, you must keep a record of the conversations to ensure that people are getting the correct information from your practice and others know exactly what you client has been advised. provides you with a professional looking document that you can e-mail to your client to give them an accurate history of communications. The communication area is a free field where you can type your content or use the Talk-To-Text feature that most tablets have for a quick and easy summary. For security reasons, the client communication records will lock after 24 hours to prevent changes from being made.

Client Communication forms include:

  • Pre-populated practice information with your company logo
  • Pre-populated Client & Patient Information
  • Topic of Communication options
  • Mode of Communication options
  • Free field to document your communication
  • Doctor Name and Signature section