Quick Guide

How to start with recording patient treatments

To document and save a procedure for your patients/clients, you will have to create a treatment first. Once the treatment has been created, and a client profile/record is registered you can start creating procedures in the system.

Step 1 - add a new treatment:

  1. Log in to MERIDIQ 
  2. click treatments on the home screen or in the side bar menu
  3. click the circular button on the down right corner in the app or "new" in the web version
  4. enter in all relevant information and press the top right check mark to save in the app or "save" in the web version

Step 2 - create a patient:

  1. click clients on the home screen or in the side bar menu
  2. click the circular button on the down right corner
  3. enter in all relevant information and press the top right check mark to save

Please note that you can also use the registration portal to let a client/patient register their profile. You find the registration portal on the home screen or on the left menu. Read more about the registration portal on our documentation page

Step 3 - log a procedure:

  1. click clients on the home screen or in the side bar menu
  2. search or scroll to find the client you want to access and click on the name, you now will enter the client journal screen
  3. before creating a new procedure you might want to have the client sign a letter of consent, you can do this by clicking new letter. Here you can scroll and find the consent you wish to use (or upload your own) and have the client sign. To create own letter of consents, please read our documentation here
  4. to continue recording a procedure, click on the middle tab and then new procedure
  5. choose the treatment you wish to perform, and note the price will automatically appear. If you wish to change the price for this specific procedure you can do this here
  6. Enter date, and notes on the procedure
  7. Click the arrow on the top right corner

You have now entered the image editor in the app, where you can in detail document the patient with pictures or using a template. In the browser version you will find the image editor on the right hand side when clicking new procedure.

Below are the different options and tools in the app:

Adding picture of client:

You can choose to use a template, or take a photo/upload a picture of your patient to use in the procedure. Use the top left drop down menu to choose your template. The icons on the top right will give you a choice to upload or take an image.

Drawing procedure details:

You can now choose to draw details on the picture to show for instance, where you have made a treatment. This is done by using the pen on the bottom tool bar section. To undo any drawings, simply click the circular arrow button on the bottom left to revert the last drawing.

Adding images:

By using the plus "+" and trashcan symbol you can add pictures or delete pictures for the same procedure:

Adding notes:

You can at any time add or change notes to each picture by clicking the paper symbol.

Once you are happy with the treatment information and drawings, save the procedure by clicking the check mark on the top left corner or "save" treatment in the web version on the bottom.

Congratulations! you have now made your first client treatment