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This section includes what the patient reports, such as their symptoms, feelings, and medical history.
This section contains observable and measurable data, including vital signs, physical exam findings, lab results, and other diagnostic data.
Provide your professional interpretation of the subjective and objective information, which can include a diagnosis or a list of potential diagnoses.
This part outlines the next steps for the patient, such as treatment recommendations, orders for further tests or procedures, and instructions for follow-up care.
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promo_only
completed_single_session
no_sale_lost
consult_only
incomplete_session
membership_sold
package_sold
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• no_sale_lost Use this when: The client came in for a treatment visit (not a consultation) but left without purchasing any service or product and made no payment. Example: They were booked for a treatment, discussed it, changed their mind, and left without doing or buying anything. • completed_single_session Use this when: The client came in, received and paid for a one-time treatment/session, and is not on a package or membership and this was not a promo-only deal (those belong to promo_only). Example: Full-price facial, single laser session, or one injectable visit paid as a standalone service.