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"Do Not Call" or "Fire This Client" via the Patient Profile
"Do Not Call" or "Fire This Client" via the Patient Profile

Step-by-step guide for using the Patient Profile feature on Aesthetic Record to mark a client as "Do Not Call" or "Fire This Client."

Updated over a week ago

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This guide provides step-by-step instructions on how to use the Patient Profile feature on Aesthetic Record to mark a client as "Do Not Call" or "Fire This Client." It helps streamline the process of client management and allows practitioners to easily keep track of clients they no longer want to contact or work with.

Tip: You'd only want to use this feature if you no longer want a patient to attend to your practice. This also blocks them from booking appointments through the online booking page.

2. Click "Patients"

3. Search for the patient

4. Click on the client's name

5. Once you're in the client's profile, toggle on "Fire this Patient"

6. To confirm that you would like to fire the patient, click "Yes"

You're Done!

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