This article will show you how you can add detailed annotations (shapes, colors, text) and markings (dosages and professional products) to client photos within your Consultation Forms.
This feature within Consultation Forms is a paid add-on. If you do not have access to this feature but would like to get it, please get in touch with your account manager.
In this Article
Video Guide
Creating a Markup
To start, open the sidebar menu in PhorestGo and go to Client Management > Consultations.
If you prefer to add your markup/charting in Phorest on a computer, go to Manager > Consultations > View Consultations.
Go to the client's appointment date> Tap their form > Markup > Create Markup.
Not Seeing This Option?
You will not see this option on your smartphone. Markup is only available on iPad/tablet devices or on a computer.
Next, select an image Template, or, if you prefer, select Images to use a previously uploaded client image, upload a new image, or take a photo with your smartphone/tablet camera.
When you create a markup from an existing client image, a new markup image will be created, and the original image will stay available and unchanged. The markup image is saved as a separate file, so you can continue to access and use the original image whenever you need it.
Supported Image File Formats
Images up to 500MB can be uploaded, and the following file types are supported:
- .bmp
- .gif
- .heic
- .x-icon
- .icns
- .jpeg
- .jp2
- .pict
- .pjpeg
- .png
- .psd
- .tiff
- .x-tiff
Using the Markup Tools
Use the toolbar on the left side of the screen to add treatment points, lines, shapes and text to the image.
Adding Treatment Points
The Treatment Points tool allows you to mark points where you'll be using specific professional or color products in the appointment.
Product Not Showing?
Only Professional and/or Color products will appear in the Product list, depending on your settings. You can adjust this by going to your Consultation Settings.
Add the product details and tap Save. Then select a Dosage amount and add treatment points to the image.
You can change the dosage amount and insert additional treatment points without having to add the product again.
This product information will be saved to this markup image which can be used for future reference if needed.
Removing Annotations
In most cases, you can tap an annotation and then choose Remove Selected to remove it. However, for some tools (like the Pen tool) you will need to use the Select tool to select the annotation(s) you want to remove.
You can also resize and rotate selected annotations when using the Select tool.
Once you're ready, select Save to Gallery to finish.
Markup images cannot be edited or deleted once saved because they are designed to be secure, and any changes would make them vulnerable to unauthorized modifications. If changes are needed after saving, it is better to create a new markup image with the updated information.
Viewing and Downloading Markup Images
Markup images will be saved to the consultation form.
Select an image to view it. If you added any Treatment points to your image, the product details will be listed underneath the image.
You can also tap Download to save the markup in its Original resolution, or you can choose Regular or Small if you want a smaller file size.
Viewing Previous Markup Images
Immediately, you will only see markup images that have been added to a specific Consultation Form. However, you can click View All to see the full history of previous markup images for a client.
Before and After & Comparison Images
In this same section, you can also add Before, After & Comparison images. Check out this guide to find out how.