Set up procedures in Documenti

Procedures in Documenti are your clinical treatment types — anti-wrinkle, lip filler, skin booster, and so on. They are separate from bookable services in Clinic Membership (which control the diary and online booking). Once a procedure exists, you add treatment options: which consent forms apply, whether multiple forms are required, and whether clinicians must capture photos after treatment.

Create a procedure

1. Sign in at app.documenti.co.uk and open Procedures.
2. Add a new procedure — name it clearly so clinicians recognise it on the daily list.
3. Save the procedure, then open it to configure treatment options.

Treatment options — consents and photos

After you create a procedure, open its treatment options to link published consent forms and set clinical requirements.

• Consent forms — select one or more published forms. Dual treatments (for example toxin plus filler) often need multiple consents.
• After-treatment photos — require clinicians to capture a photo immediately after treatments such as dermal filler, in addition to any before photos.
• Send rules — choose when linked forms should email automatically (see Form automation in Set up forms and consents).

Procedures vs bookable services

• Clinic Membership bookable service — what patients book, price, duration, and calendar slot.
• Documenti procedure — clinical record, consents, treatment map, and products used.
• Service names from bookings appear on the Documenti daily list; procedures are what clinicians select when documenting treatment.

What happens next

• Set up forms and consents in Documenti

  Publish forms and set automation rules.

• Set up professional products in Documenti

  Add injectable products for treatment maps.

• Set up your bookable services

  Bookable services on your Clinic Membership calendar.