Web 💻 | iOS (on iPad only) 📱
Add a Credit Card to the Patient's Profile via Web
1. Navigate to https://app.aestheticrecord.com/clients
2. Click "Patients"
3. Search the patient name or click on the patient profile
4. Once you are on the patient's profile, scroll down and locate "Credit Card Number" on the left side of the screen
5. Fill in their credit card information
6. Click "Submit"
Update the Patient's Credit Card Information via Web
7. Follow the same steps, but instead of selecting "Add Credit Card", click "Update"
8. Make any changes here!
9. Click "Submit"
Delete a Credit Card from Patient Profile via Web
10. Ensure that you have the user permission enabled to delete cards on file. If you don’t see the option to delete a card on file, please ask the account’s Head Admin to update your user permissions by enabling “Delete Patient CC” under the Patient Management section of your privileges.
11. Follow these same steps, but instead of clicking "Add Credit Card" or "Update" click "Delete"
Tip: Each time a card is deleted, this will be tracked in the user activity log (the clock icon at the top of the screen) and will contain the user who deleted the card and the patient name.
Add, Edit, Delete a Credit Card in Patient's Profile via App
On the AR App, search for and click into a patient's profile / timeline.
2. Click on Account Info at the top of their timeline.
3. If any cards have previously been stored, you will see the option to Edit or Delete them.
Below, you will also see the option to add a card on file using the + Add Credit Card button
