Overview
Forms and advanced charting help you capture critical intake, charts, and photo markups in adherence with HIPAA principles. Photo markup allows you to add detailed notes to images to monitor progress between treatments. As part of advanced charting, photo markup is part of the Medspa Add-on.
Enabling Photo Markup
The photo markup feature is only available for chart templates. To get started, head to the Form and Charts Builder in your Manage Business settings.
Select a chart template.
Select either an image or photo upload component.
Select “image” if you would like the same image to appear in every chart for markup (this is commonly used for diagrams of the face or body).
Select “photo upload” if you’d like the service provider to capture or upload a photo of each client and mark up those images.
Toggle on “Enable markup” for the image or photo upload component.
Once enabled, anytime a staff member is filling out that chart, the markup will be available for that component.
Adding Markup to Photos
To use the markup feature, select the client’s chart from the appointment details page. On a mobile device or tablet, you can use your finger or a stylus for markup. On a desktop, you will use a mouse or trackpad.
If you’re uploading a new photo begin by selecting Add Photo which prompts you to upload or take a photo (mobile only). Once you have a photo, click Use Photo.
Click Add Markup. This opens the markup experience including a pencil, pin, shapes and eraser tool. You cannot jump back and forth between tools when using the markup feature.
Pin tool
You have the option to use 4 different pin colors which gives you the flexibility to use pins for different use cases. You can type the number you need, or use the plus and minus buttons.
Click the spot on the photo where you want to place the pin. Rotate the pin label if needed. Continue to add pins as needed to the image.
Pencil tool
Use the Pencil tool to draw on the photo. This tool can be used to draw lines, circles, etc.
Shape tool
Use the Shape tool to add a rectangle, circle, line, arrow or an 'x' to your photo. You can resize each shape.
Continue to add Pins, Shape, or use the Pencil to add lines as needed. Use the Select tool to move around a pin, shape or pencil drawing. Use the Erase tool to remove a pin, shape or pencil drawing.
You have the option to undo and redo your actions when doing a pin, shape, or pencil drawing. The undo will remove your latest action, while the redo will reapply the undone action. All actions must be undone or redone in the order that they were applied.
Click Save when complete.
Photo markup is also available when using Forms and Charts in Boulevard's Professional app.
Zoom In and Out
When marking up images in forms and charts, you can zoom in to view additional detail, making it easier to indicate treatments of smaller areas.
Undo/Redo Photo Markup
You can undo or redo your actions when marking up photos, to capture critical client information more quickly. Select the left facing arrow to undo changes and the right facing arrow to redo changes.
