Documenti

Getting started with Documenti

Connect secure clinical notes to Clinic Membership — setup order from trial to daily list, procedures, and consents.

Connect Documenti to Clinic Membership

Start your Documenti trial from Settings, set your password, and add the £19/month bundle when you are ready.

What syncs between Clinic Membership and Documenti

Patients, appointments, tasks, VIP members, and internal notes — plus what stays in each system.

How patient sync works

New and updated patients in Clinic Membership copy to Documenti — name, contact details, and membership VIP status.

How your daily list populates in Documenti

Bookings in Clinic Membership flow to Documenti’s daily list so clinicians see today’s patients without retyping.

How patient matching works

Documenti links inbound patients from Clinic Membership to the right clinical record — usually by email and phone.

VIP members in Documenti

Patients with an active membership in Clinic Membership are flagged VIP when their record syncs to Documenti.

Internal notes and Documenti

Short admin notes on the patient card in Clinic Membership copy to Documenti for reception–clinician handover.

Set up users in Documenti

Add practitioners and reception in Documenti — use the same email as Clinic Membership so tasks and the daily list match staff.

Manage clinics in Documenti

Add clinic locations in Documenti, complete each clinic’s settings, and grant staff access in User Management.

Set up professional products in Documenti

Add injectable products with category and default dilutions so treatment maps record the right vial, units, and expiry.

Set up procedures in Documenti

Create procedures, attach published consent forms, and set treatment options such as after-treatment photos.

Set up forms and consents in Documenti

Browse templates or start blank, review in draft, publish when ready — then set Automation rules to send forms before treatment.

Send a form to a patient

Patients receive branded form emails automatically once you publish forms in Documenti and set the send rules on each procedure.

Clinic settings in Documenti

Complete each clinic’s contact details, default prescriber, and delivery addresses in Documenti after adding a location.

Fridge temperature records in Documenti

Log internal and external fridge readings in Documenti for vaccine and product storage compliance.

Your daily list as a clinician

Open today’s appointments, spot VIP patients, and jump into each clinical record from the Documenti daily list.

Patient overview in Documenti

Find treatments, prescriptions, alerts, consents, and in-progress consultations on one patient screen.

Run a consultation in Documenti

Start a consultation, complete questionnaires and consents, select procedures, then unlock treatment.

Record a treatment with the treatment map

In the Treatment phase, add products and batch details, then mark injection areas and units on the face map.

Review appointments in Documenti

Complete the Review phase — compare the original map, add top-up units, photos, and aftercare notes.

Reopen a locked consultation, treatment, or review

When a phase is completed it becomes read-only — use Reopen Treatment or Reopen Review to unlock it and make changes.

Note snippets

Save reusable phrases and insert them into clinical notes — keep private snippets or use shared clinic snippets.

Upload attachments to a patient record

Add referral letters, consent PDFs, and results on the Attachments tab — files are scanned and stored securely in the EU.

PIN lock when a patient fills a form

Set a screen-lock PIN so you can hand your device to a patient to complete a form while the rest of Documenti stays locked.

Export a treatment as PDF

Create a clinic-branded treatment file PDF — choose the sections to include, then download it or email the patient a secure link.

Enable stock management on products

Turn on optional stock tracking in Organisation Settings so products show stock level, reorder point, and quantity.

Organisation logo and branding

Upload your clinic logo and set brand colours for prescriptions and PDFs in Organisation Settings.

Import a form with Smart Form Importer

Upload a PDF, Word document, or photo of an existing form — Documenti turns it into a draft you can review and publish.

Consultation form options

Choose which forms appear at the top of a consultation, set their order, and add or remove forms from Form Management.

Import clinic data with Smart Data Importer

Upload a CSV or Excel export, map columns, preview rows, then import patients, treatments, products, and more.