1. Log in to your account on the web.

Click on Settings, Clinical Documentation, Treatment Plan Templates, and then Create Template.

2. The Create Treatment Plan Template window will pop up. Here you will be presented with two types of plans:

Monthly- This plan automatically charges your client account on the first day of every month. The fee will be deducted from the registered card.

Pay As You Go- With this plan, the client pays every time they come to your clinic for treatment. The frequency of visit depends on how you set it up.

Create a "Monthly" Treatment Plan Template

First, select Monthly in the Plan Type option.

3. Choose a name for your template. Click on the drop-down menu on the right of Duration of Plan to specify how long the plan lasts. This duration can be anywhere between 3 and 24 months.
​
Next, under Your Skincare Goal, add any description about the skincare objective of this particular plan.

Then, enter the product name and its unit for each month of the treatment. The number of months depends on the duration of the plan that you specified above.

Important note: You have to add products to your inventory before they are available here.

If you want to add another product to the month, click on the "+" button on the right.

Continue to add products to all the months in your plan.

Click on Save in the bottom right corner once you’re done.

4. Create a "Pay As You Go" Treatment Plan Template

First, select Pay As You Go in the Plan Type option.

5. Choose a name for your template. Click on the drop-down menu on the right of Duration of Plan to specify how long the plan lasts. This duration can be anywhere between 3 and 24 months, or Never.

Then, enter the product name and its unit here. Choose the frequency that the product has to be used under Duration.

Note: Similar to the monthly plan, you have to add products to your inventory before they are available here.

If you want to add another product to the plan, click on the "+" button on the right.

Click Save at the bottom right corner once you're done.

6. Create a Treatment Plan Template from the Patient's Profile via Web

Log in to your account via the web. Click on Patients, type in the name of the patient in the search box. Click on the profile, Treatment Plan at the top, and then Create New Treatment Plan.

Here you can either create a new template or select from the templates you’ve created from the Clinical Documentation section.

7. To select a template from the options, simply click on ">", Yes, and then either Save or Preview.

If you hit Save, you will be taken to the page where you can Print, Edit, Start the Program, or Delete the program from the patient's profile.

8. If you select Preview, a window will display and you will be presented with these options: Prescribe Only, Start Program, or Save created treatment plan as a new template.

This will also display a treatment plan preview with full details created by the particular user.

9. If you click on Start Program, a window will display. You will need to select the clinic and enter in the patient's credit card details. If you want to expire the product at the end of the month, simply check the small box below.

In the same window, you can see the total cost of the treatment plan as well as its monthly cost. Here you can also add a tax rate and a discount. Then click Start Program.

10. Create a Treatment Plan Template from the Patient's Profile via App

Log in to your account via the AR app. Tap the bubble icon in the lower right hand corner, then the magnifying glass icon. Type in the patient's name and tap the profile. Tap the 3 Dots in the top right and then Treatment plan.

11. You will be presented with two options: Use Template or Create Treatment Plan.

12. If you tap Use Template, simply tap Use next to the treatment plan template, Yes, enter patient's skin care goal, then Preview or Cancel.

13. If you tap Preview, you will be taken to the page where you can see the patient's skin care goal, the prescribed treatment plan, the provider that prescribed it, the total cost of the treatment plan, as well as the plan's cost per month. Here you can also apply a discount and edit the entire plan.

14. If you tap Save, the template will be saved to the patient's profile. If you tap Start Program, you will be taken to the page where you will be required to choose the clinic and enter in the patient's credit card details. If you want to expire the product at the end of the month, simply check the small box below.

On the same page, you can see the total cost of the treatment plan as well as its monthly cost. Here you can also add a tax rate and a discount. Then click Start Program.