Documents and Templates
Help with templates and document issues
8 articles
- Document Builder: Create a Custom Note 🛠️Build your own Custom SOAP
- Document Builder: Common Questions âť“Quick answers to the questions we hear most about building and editing your own document templates.
- Document Builder: Advanced Settings 🗝️The extra settings in Document Builder and when to use them to shape how your custom document is written.
- Custom Fields in Your Documents 🏷️How custom fields work and how to set them up so the right details land in the same spot on every note.
- Note Quality: Fixing and Refining Your Output ✏️How to fix a note that is too long, missing details or in the wrong style, and how to make those changes stick for future visits.
- Dental Charts with HappyChart 🦷HappyChart turns your dental dictation into a dental chart with a tooth-by-tooth diagram, a Summary of Findings, and a Procedure Report..
- Custom Documents: Build One From a PDF 📄Want to bring your existing forms and documents into HappyDoc? Learn how to easily drag and upload PDF files into Scout to create custom templates for your visits in just…
- Printing a Visit Summary for Clients 🖨️Need to send a pet owner home with a printed copy of their visit documentation? Learn how to use HappyDoc to easily print clean, professional visit documentation for pet owners…