Zenome
Set it up
Before the workflow starts
- Create reusable form and consent templates in Settings.
- Assign templates to the services or workflows that require them.
- Review client form fields, portal access, and communication preferences.
Zenome reference
Clients, forms, and consents
Client profiles connect contact details, appointments, chart notes, forms, communications, files, groups, billing, portal access, and duplicate-management tools.
The complete client story
Profile and visitsForms and consentsNotes and files
Use it
The normal workflow
- Search for the client and open the relevant profile tab.
- Assign, open, review, or remind for forms from the client or appointment context.
- Review duplicate matches before merging, and choose the surviving profile carefully.
Good to know
Helpful reminders
- Zenome helps prevent duplicate profiles when the same email is already in use.
- Completed consent forms stay with the correct client and visit.
- Merging or archiving a profile keeps its important history available to the clinic.
Common tasks and fixes