The visit report
The report is one page built live from your own record. Your questions go first, because they're easy to forget.
Print it, or save a PDF to send ahead. On Android, the phone's share sheet takes the file: Drive, Files, a printer or a message.
The file's name and address say nothing about what's in it, and the PDF is made on your device, so your record doesn't go to a server to make it.
The report is on the Plus and Family plans. See plans.