Aesthetic Record Learning Lab

Patient Management

Patient Information, Patient Portal, Booking & Payment History, Treatment Documentation, Communication

21 articles

Changing Payment Method in the Patient Portal

Create, Edit, or Delete a Patient Profile

Add Additional Photos to the Gallery of a Cosmetic Procedure

Updating Patient Profile Information: Practice Facing

iOS: Changing a Patient's Gender to Non-Binary

Add, Edit, or Delete a Credit Card through the Patient Profile

"Do Not Call" or "Fire This Patient" via the Patient Profile

Change the Patient's Profile Photo

Patients: Document Repository

Export Patient Procedures and/or Photos Via the Web and App

Documents File in the Patient's Profile

Record Patient Vitals & Medical History

Medical History Form

Patient Vitals: How to Configure Settings, Record Vitals & Create Progress Graphs on the Web / App

Conduct a Fitzpatrick Skin Type Test

Patients Tab & Bulk Actions

Filtering the Patient List

Merge Duplicate Patient Profiles

Import or Export Your Patient List

Bulk Delete Leads from the Web

Configure Patient Portal Email Settings & Resend The Invite Email to Patients

Delete Multiple Patient Profiles on Web via Bulk Delete

Patient Notes, Appointment Information & Treatment Plans

Create & Manage Sticky Notes

Review a Patient's Past and Upcoming Appointments (Web & Provider App)

Create a Treatment Plan Template and Add a Treatment Plan to the Patient's Profile