App User Guide

Account Setup

• Account Optimisation
• Customising Email Templates

Creating a New Dental Chart

• Step 1 - Overview
• Step 2 - Condition & Sedation
• Step 3 - Pre & Post Examinations
• Step 3 - Annotating Dental Diagram
• Step 4 – Treatments & Abnormalities
• Step 5 - Notes

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Chart Archive

• Exporting Charts to Spreadsheet
• Chart Archive - Overview
• Chart Archive - Chart View

Contacts & Horse Records

• Group Client Contacts
• Move Horse Record to new Client
• Merge two horse records
• Archive a Horse or Client record