Create a Patient Profile from the Web
1. Navigate to https://app.aestheticrecord.com/clients
2. To create a patient, click "Patients"
3. Click "Create Patient"
4. Fill in the required information
5. Click "Save"
Tip: Side Note! If a new patient books an appointment online, AR will automatically create a profile for them on your account!
6. If it's their first time in, you will be able to fill out medical history and any other information they need before their appointment.
Edit a Patient's Profile from the Web
7. To edit a clients profile, click "Patients"
8. Search or click on the patient's name
9. Click "Actions"
10. Click "Edit"
11. From here, you will be able to make any changes to their profile! Then click "Save"
Delete a Patient Profile from the Web
12. To delete a profile, locate the patient profile, and click "Action"
13. Then click "Delete"
Tip: Important Note: Deleting a patient profile is a user privilege. If you don't see the "Delete" button on your end, your user privileges need to be updated by the Head Admin!
Adding a Patient from the App
14. After logging on to the app, click the blue "+" dot
15. Fill in the patient's information here!
16. After entering the patient's information, click the floppy disk icon to save
17. You can also lock this screen and hand it over to the patient so they can fill out the details while restricting their access to other patient's profiles. To unlock, put in your AR credentials and you're good to go!
