Overview
Photo gallery provides you with a single place to store all of your client’s photos. In each client’s profile, there is a tab called “Gallery.”
Your client’s images are listed by date with the most recent date first. You can scroll through images.
To view, download, and edit, click on the image. Each image is associated with a date and a label (if applicable). You can zoom or reposition the image in the window to focus on a particular area. In the menu option, you have the ability to download the image, view the appointment associated with the image (if applicable), view the form associated with the image (if applicable), and delete the image.
You can also upload images directly to your client’s gallery by selecting the “Add photo” button on the Gallery page. Once your photo is uploaded, you can add a label to the image.
If you have images stored in client notes, forms, or appointment notes, they are visible from the gallery tab. If an uploaded photo includes mark up, the gallery shows both the original photo and the marked up version. There is no limit to the number of images that can be uploaded in Gallery, but if your plan includes storage it will be counted towards your storage usage.
NOTE: When you merge two clients all of the images from either client will be merged into a single client profile.
Photo Comparison
You can compare two images in your client’s gallery. Located at the top of your gallery page, you will see an option called “compare.” When selecting this option, you can select two images from your gallery to view. Once you’ve selected to compare the images, it will show the images side by side. You can use your mouse to zoom and reposition the images on a computer, or you can use your fingers to pinch and move the images on a tablet or smartphone.
In order to compare images, you must have the privilege “View client gallery” enabled.
If you want to swap the images, you will select the action menu and select “Swap photo positions.”
You can also download the photo comparisons if you want to send the images to your clients. You must have the “Modify client gallery” enabled to download images.
Photo Gallery Privilege Groups
There are two privilege settings associated with Gallery. The setting “View client’s gallery” allows the user to view the images in the gallery, but they can not take action on any of the images. The setting “Modify client gallery” allows the user to add and edit images in the gallery.
Gallery FAQs
What happens to a client's gallery when you merge two clients?
When you merge two clients all of the images from either client will be merged into a single client profile.
If a staff member does not have permission to view forms and charts, will they be able to see images from forms and charts in the gallery?
No. User access to images aligns with their access to other parts of the client profile and appointments. Users without the ability to view forms and charts will not see images that come from forms and charts.
If a staff member does not have permission to view client notes or appointment notes will they be able to see images from client notes or appointment notes in the gallery?
No. User access to images aligns with their access to other parts of the client profile and appointments. Users without the ability to view client notes will not see images that come from client notes, and the same applies for appointment notes.
When you archive a form with images will those images stay in the gallery?
Yes. Images from archived forms and charts stays in the gallery.
Do you save drafts of markups to the gallery?
No, only images from completed or archived forms and charts are visible in the gallery.
When you copy a previous chart, what happens to the images in the old chart?
When you copy a previous chart and submit, any images in the submitted chart will be saved to the gallery with the submission date. That means if you update the images they'll be updated in gallery, and if you keep the images from the previous chart, they'll be duplicated in gallery with the date of the new submission.