Diagram Templates
A library of base images — body diagrams, face charts, dental charts, hand and foot maps — that staff can annotate when keeping treatment notes. Manage them at CRM > Diagram Templates.
Diagram templates are the canvas; the Treatment Notes module provides the drawing tools. Together they let any service practice mark up a standard reference image with the specifics of an individual session — injection sites, problem areas, treatment locations, measurements, and so on.
What Diagram Templates Are
Each diagram is a single image with:
| Field | Purpose |
|---|---|
| Name | Internal name shown in the diagram picker |
| Description | Optional context — what the diagram is for |
| Category | Body / Face / Hands & Feet / Head & Scalp / Spine & Back / Dental / General |
| Image | The image file used as the annotation canvas base |
The image is stored once and re-used as the canvas for any number of treatment notes. Annotations are layered on top — the original diagram is preserved.
Categories
Diagrams are grouped by category so staff can find the right one quickly:
| Category | Used for |
|---|---|
| Body | Full-body anterior, posterior, lateral views |
| Face | Face front, side profile, three-quarter views |
| Hands & Feet | Palms, dorsal hand views, sole and dorsum of foot |
| Head & Scalp | Top-of-head, hair coverage maps, side views |
| Spine & Back | Full spine, regions, dorsal musculature |
| Dental | Tooth charts, mouth diagrams |
| General | Anything that doesn't fit a specific category |
Use whichever match your practice — clinics, medspas, podiatrists, dentists, hairdressers, dermatologists, physiotherapists, vets, and tattoo artists all have their own preferred reference images.
Adding a Diagram
From CRM > Diagram Templates, click New diagram.
- Upload the image file (PNG, JPG, or SVG)
- Enter a Name (e.g., "Full Body — Anterior")
- Pick a Category from the list above
- Add an optional Description
- Save
The diagram is now available in the diagram picker whenever staff create or edit a treatment note.
Sourcing diagrams
Common sources:
- Anatomical references from medical textbook publishers (check licensing)
- Open-licence anatomy images from sources like Wikimedia Commons
- Custom diagrams drawn for your practice
- Vendor-provided product diagrams (e.g., dermal filler facial maps from product training)
The image is stored privately to your account — only authenticated staff can see it.
Using a Diagram in a Note
When creating a treatment note (Treatment Notes), staff can add a photo or diagram to annotate. In the diagram picker:
- Pick a category to filter the list
- Tap a diagram to load it as the canvas base
- Use the annotation tools — freehand, line, circle, rectangle, arrow, text, pin marker — to mark up the image
- Save the annotation
The annotated diagram is stored on the note as both editable canvas data (so it can be re-opened and adjusted later) and a flattened image export for quick display and PDF embedding.
Managing the Library
From the diagram list you can:
- Filter by category to narrow the list
- Edit a diagram — name, description, category
- Replace the image if you want to update the base image (note: existing annotations were drawn over the old image and won't reflow on the new one)
- Delete a diagram
Deleting a diagram doesn't remove it from any treatment note that already used it — those notes retain their own copy of the rendered annotation. Future notes just won't be able to start from that diagram.