This guide provides step-by-step instructions on how to import or export your patient list. It is useful for anyone who wants to efficiently organize and analyze patient data, saving time and effort.
Export Your Patient List
1. Navigate to https://app.aestheticrecord.com/clients
2. Click "Patients" (Or "clients")
3. Click "+"
4. Choose what you would like to include in the export/import
Example: First Name, Last Name, Email, Date of Birth etc.
5. After choosing the patient information you would like to include, click "Import/Export"
6. Select "Export as Excel" or "Export as CSV"
7. Once completing the previous step, your patient export will then be downloaded to your computer!
Bulk Import Patient List
Tip! Before you import your patient list into Aesthetic Record, make sure to go through and delete any duplicate clients in your original file!
8. Click the "Patients" tab
9. Click "Import/Export" and "Bulk Import"
10. Then, select the file you would like to import and click "open"
Tip! You are able to bulk import anything that is listed in the photo below, except the Clinic ID and Profile Photo. You are not able to import the patients photos, clinical documentation, credit card information, or membership information and it will need to be added to their profile manually through Aesthetic Record.
