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. First, you will need to make sure that your user role is Front Desk or Admin. If your user role is Provider or Medical Director, you can have an admin on the account enable the user permission to delete the patient credit card.
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
