The Provider Room will allow providers to review their charts, and sign off on them, or sign and send them to a MD. The MD's room will allow the MD to review charts that were sent to them. After reviewing, they are able to apply their signature to the chart.
Tie a Medical Director to Your User Profile
Tip: First, you will want to make sure you have a medical director tied to your user profile IF you are required to have an MD sign off on your charts
1. Navigate to https://app.aestheticrecord.com/settings/users
2. Click the settings icon
3. Click "Teammates"
4. Click "Users"
5. Find the provider's name and click "Edit"
6. Scroll down to "MD Consent Required" and click "Yes"
7. Click this dropdown, and select the medical director
Alert: Important note! Only users with "Work as Provider" turned on in their settings can use this feature. In addition, if you want to send a procedure to an MD, your clinic must have a user set up as the Medical Director.
8. Click "Save"
Sign and Send to MD
9. Start in the "Provider's Room"
10. Click "Chart Audit"
11. Choose "Cosmetic Procedures" or "Health Procedures" depending on which charts you would like to sign
12. From here, you will be able to audit each chart. The icons will show you what has been completed and what is missing in the chart. Check the boxes of the procedures you would like to sign.
13. Once you have selected the procedures, click "Action"
14. Click "Sign", "Sign and Mark as Consult", or "Sign & Send to MD"
Tip: Side note! If an MD is not associated with you user profile, your options will not include "Sign & Send to MD"
15. The system will notify you if there is missing information in the chart. Click "Confirm" to continue or "Cancel" if you need to look over the procedure information again.
16. Once you click "Confirm" the system will lead you to the next step to sign and select the MD
17. Click "Complete" when finished!
18. Click "Signed Procedures" to view your signed procedures
19. Click "Sent to MD" to view what was sent to the MD
20. To unsend a chart the the MD, click "Sent to MD" and check the box next to the procedure
21. Click "Unsend"
22. Click "Confirm"
23. You can also check the status of the chart by clicking "Signed by MD"
Signing Provider Charts as the Medical Director
24. If you are a Medical Director, your tab will say "MD's Room" instead of "Provider's Room"
25. Click "Cosmetic Procedure" or "Health Procedure"
26. If you have new charts to sign from your providers, they will reflect in this section. You will check the box next to the procedure and click "Sign"
27. You will be able to view your pending and signed procedures here!
