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Set up Visual Treatment Records

Visual Treatment Records (VTR) streamline the process of recording treatments performed on clients while automatically deducting used products from your professional stock. Below is a step-by-step guide to set up and effectively use this feature.

Setting Up Visual Treatment Records

  1. Accessing Configuration:

    • Navigate to Setup and Configuration under the General section.
    • Scroll down to locate the Treatment icon.
  2. Adding Body Images:

    • Click New to upload a body image where treatments will be recorded.
    • Assign the image a gender (male, female, or unisex).
    • Repeat this process to add more images as needed.
    • To make an image inactive, select it and delete it.
  3. Assigning Markers in Services and Products:

    • In the Services section:
      • Open the relevant service (e.g., anti-wrinkle injectables).
      • Right-click the table header, select Marker, and assign a color (e.g., pink for one service, red for another).
    • In the Products section:
      • Open the relevant product category (e.g., injectables).
      • Add a marker and assign a color for easy identification.
    • Adjust the Purchase Units column under Properties:
      • Change the unit (e.g., milliliters) to match how the product is measured.

Recording Treatments on a Client's File

  1. Access Client History:

    • Open the client's history and select the service to which the treatment record will be attached.
  2. Apply Markers:

    • Select the Treatment icon and choose the appropriate image.
    • Use the teardrop marker to place points on the image, correlating to treatment areas.
    • Add product details (e.g., batch number, dosage, and notes) for each marker.
  3. Drawing Notes:

    • Use the drawing tool to make custom annotations directly on the image if necessary.

Stock Management Integration

  1. Automatic Stock Deduction:
    • When a treatment is recorded, the system deducts the used amount (e.g., 2 ml) from your professional stock levels.
    • To verify, return to the Products section and check the updated stock levels.

Benefits of Using Visual Treatment Records

  • Enhanced Documentation: Clear visual representation of treatment areas.
  • Streamlined Stock Management: Automated product tracking ensures accurate stock levels.
  • Comprehensive Client Records: Centralized information with detailed notes and batch tracking.