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138 articles
Introduction
Creating & Using Provider Questionnaires
Patient Portal Setup Guide
Patient Portal - Patient FAQ & Troubleshooting
Patient Portal - Practice FAQ & Troubleshooting
Connecting and Troubleshooting your Stripe Reader S700
FAQ: Patient Wallets
Add & Manage Services in Your Inventory
Turn on 2FA (Two Factor Authentication)
FAQs About Affirm
Set Up Your Profile
Updating Password & Passcode and How to Use the Passcode after Idle Time on the Provider App
Activating Your ChartSmart AI Plan
Sign & Send Completed Charts from the Patient Timeline (AR App)
Book and Conduct a Virtual Visit from the AR Provider App (iOS)
Understanding Business Insights with RepeatMD
Create a ChartSmart AI Encounter Note on the Web
Add a ChartSmart AI Note to a Cosmetic Procedure from iOS App
Create a ChartSmart Encounter Note for a Health Procedure on the iOS App
Configure Affirm Client Communications
Create and Manage Pop-Up Parties/Events in AR
Applying JOYA Benefits on the AR Provider App
FAQ: Pricing Variations
FAQ: Inventory Management
Viewing and Managing Patient Side Panel Information on the Web
Hide Deleted Clinics from Sales Tab, Business Insights & User Profiles
Adding Your Sunbit Prequalification Link to Patient Communications
Enable Sunbit Financing in Aesthetic Record
FAQ: Sunbit Patient Financing Information & General Questions
Text 2 Pay Invoicing
Quick Filter
Inventory Management
Reset or Update Your Login Credentials
Connecting and Troubleshooting the M2 & WiFi Readers
Adding, Deactivating, or Blocking a User in Aesthetic Record
PatientFi via iOS
How To Use Clearent Virtual Terminal and Desktop Card Readers
Checking Out with Affirm
Chargebacks or Disputes with Clearent
Steps to Enroll Prescribers & Support Agents to eRX (Cloud Based ePrescribe)
Pricing Plans for Cloud Based eRX (prescribing)
Business Insights > Inventory Reports in Aesthetic Record
Business Insights > Patient Reports in Aesthetic Record
Business Insights > Sales Reports
Viewing & Understanding Short Term Liability
Sync Products Between Shopify & AR
Change Main Admin on Your Account
Password/Passcode Expiration: Create a New Password & Passcode from the Web
Booking by Rooms in Aesthetic Record
Attach a Clinic to a Provider's Profile
FAQ: Cloud-Based ePrescribing (eRX) Integration
Quick Link to Patient Profile from Inbox on Web
FAQ: Understanding Treatment Plan Templates
Create an AR Integration App in Shopify
FAQ: Shopify Integration Quick Solutions & Troubleshooting
Link Quickpay Invoices to Procedures
Configuring the Joya Integration Inside of Your Aesthetic Record Account
Integrate MailChimp and Aesthetic Record
Create an GLP-1 Exam with a Prescription via Qualiphy (iOS)
Create an GLP-1 Exam with a Prescription via Qualiphy (Web)
Qualiphy - Integrated GFE Partner
Understanding The "New Patient Report"
Stripe Document Repository: Uploading Documents for Stripe
Integrated Leads Tab
Stripe Dispute Management
On-Demand: Send Paperwork to Patient Portal Without Needing an Appointment!
Clearent Dispute Management
Enrolling Your Practice & Connecting an Active Cherry Account
Enrolling a New Cherry Patient from the Patient Wallet
Enrolling a Patient & Checking Points in ASPIRE Galderma Rewards
Connecting Clearent Card Readers
Clearent Merchant Portal
Delete Bank Account (Stripe)
Connecting Your AR Account to Aspire Galderma Rewards
Patient Paperwork Not Linking to Appointment