Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3: Click on the customer “Name” to view their profile details.

Step 4: Click on “TREATMENT HISTORY” .

Step 5: Check the “Latest Treatments Comment” here.

Step 6: [Optional] Click on View All.

Step 7: [Optional] Check the detailed list of the “Latest Treatment Comments” here.

Step 8: Click the pen icon “✏️”  to edit the record.

Step 9: Edit information as many as you want here.

Last Updated: July 2024