Correct a health record

Who does this: reception, the owner or a manager. A professional corrects the record they saved themselves.

Correct

1. Open Clients and the person's record.
2. In Health form, in the history, tap Correct.
3. Change the answers and tap Save correction. What changed from the saved answers is marked.
4. The same record is updated. History does not get another line.

If you leave or go back to history with something typed and not saved, the screen asks before discarding it.

The date becomes the correction date, in the salon's time. The name is whoever saved last. The PDF shows that date and that name too.

Use the answers on a new record

1. In the history, tap Use these answers on a new record.
2. Review and save.
3. A new record is added. The previous one stays in the history, with its PDF.

If someone else saved at the same time

The screen says the record changed and your edits were not saved. Tap Load the latest version. If you already typed something, the screen asks before replacing it with what is saved. Review and save again.

Search the history

When there is more than one record, search by the template name. It looks through every record for this client. If they do not all fit on screen, tap Show more records.

See also Add a client and Health records.