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
Examples include: First Name, Last Name, Email, Date of Birth, Phone Number, Address, Gender, and other demographic information.
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!
If you encounter issues during exporting, ensure your internet connection is stable and try clearing your browser’s cache and your pop-up blocker is disabled.
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! Remember that certain data fields cannot be imported, such as the Clinic ID or Profile Photo. Other restricted items include patient photos, clinical documentation, credit card details, and memberships. Utilize the options shown below for supported imports, ensuring proper formatting for demographic data.
