There are 2 ways to access forms to annotate on them:
From the appointment preview > Select the form you want to annotate within the preview forms section
2. From the appointment preview > Select the edit (pencil) icon
From the Forms tab > select the edit icon on the Form you want to annotate on
Annotating
Once in the Form there are plenty of ways to annotate within
Here is an example of a Form with 3 pre-added facial images (left, right, centre). Some navigation pointers are below:
The image selected will appear larger and with annotation capabilities
Select another image from the gallery to annotate on it below
Select another image from the gallery to annotate on it below
Add any overall notes to the image within this text box
Various annotations tools (will go over more below)
Annotating Tools
Zoom in to the image
Zoom out of the image
Use the pointer on the image to select or highlight the annotations you've added
Hide the annotations you've added
Select the pin color you'd like to add to annotate with
Annotating Tools (Cont'd)
Free flow drawing image tool
Select the size of the drawing tool you'd like to use
Select the drawing color you'd like to use
Erase a selected pin or drawing from the image
Undo the last annotation
Redo the last annotation
Recording Annotations
Add either a pin or drawing onto the image > Notes will present on the right hand side of the page to make notes about the specific pins or drawings
To change the name of the pin or drawing select the edit button
When you're finished editing the name of the pin/drawing > Select the check-mark to save the name
Once you're finished adding in your pins and drawings > Save/submit the form at the bottom and the annotated form will be save within the client record as well as the appointment record
Congratulations! Now you know the basics of the Forms annotations