Aesthetic Record

Changing Payment Method in the Patient Portal

This guide provides step-by-step instructions on how to create, edit, or delete a patient profile on the web and app. It covers everything from creating a new patient profile to…

Create, Edit, or Delete a Patient Profile

Adding photos to the gallery can only be completed for a Cosmetic Procedure and is generally done only on the Aesthetic Record app.

Add Additional Photos to the Gallery of a Cosmetic Procedure

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

Patient Management

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

This guide provides step-by-step instructions on how to add, edit, or delete a credit card from a patient's profile.

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

Step-by-step guide for using the Patient Profile feature on Aesthetic Record to mark a client as "Do Not Call" or "Fire This Client."

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

Change the Patient's Profile Photo

The Sex at Birth (SAB) field allows your practice to capture a patient's biological sex separately from their Gender identity. This article covers how to set, update, and understand the…

Sex at Birth — Patient Profile Field

Utilize the Side Panel in Patient profiles to view important information and details on the web.

Viewing and Managing Patient Side Panel Information on the Web

Updating Patient Profile Information: Practice Facing

This guide provides step-by-step instructions on how to export patient procedures and/or photos via the web and the Aesthetic Record app.

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

The Document Repository is for storage of documents only and will hold all signed consents, filled-out questionnaires, and past procedures.

Documents File in the Patient's Profile

Patients: Document Repository

The Medical History Form is in the Patient Portal and the AR App or Website. It's stored in the client's profile.

Medical History Form

Track Patient's GLP-1 weight loss transformation with vitals charting

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

Fitzpatrick Skin Type categorizes skin based on color and sun reaction, aiding in assessing current skin condition and skin cancer risk.

Conduct a Fitzpatrick Skin Type Test

Record Patient Vitals & Medical History

This feature enables you to filter and export your client list using advanced criteria tailored to your specific needs.

Filtering the Patient List

Follow the steps below to merge duplicate profiles in AR!

Merge Duplicate Patient Profiles

This guide provides step-by-step instructions on how to import or export your patient list.

Import or Export Your Patient List

Bulk Delete Leads from the Web

Sending and resending the patient portal invite email to your patients

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

Delete Multiple Patient Profiles on Web via Bulk Delete

Quickly access a patient's profile directly from your inbox messages with them on the web.

Quick Link to Patient Profile from Inbox on Web

Patients Tab & Bulk Actions

Create & Manage Sticky Notes

By following these instructions, users can easily access a patient's appointment history and upcoming schedule.

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

Add a detailed plan for any patient with information about the goal of treatment and the expected length of treatment.

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

How to create, how to add to patient profiles and how to manage in AR.

FAQ: Understanding Treatment Plan Templates

Patient Notes, Appointment Information & Treatment Plans

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