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Patient Management
Patient Information, Patient Portal, Booking & Payment History, Treatment Documentation, Communication
21 articles
Changing Payment Method in the Patient Portal
iOS: Changing a Patient's Gender to Non-Binary
Web: Changing a Patient's Gender to Non-Binary
Create, Edit, or Delete a Patient ProfileThis guide provides step-by-step instructions on how to create, edit, or delete a patient profile on the web and app.
Add, Edit, or Delete a Credit Card through the Patient ProfileThis guide provides step-by-step instructions on how to add, edit, or delete a credit card from a patient's profile.
"Do Not Call" or "Fire This Client" via the Patient ProfileStep-by-step guide for using the Patient Profile feature on Aesthetic Record to mark a client as "Do Not Call" or "Fire This Client."
Change the Patient's Profile Photo
Export Patient Procedures and/or Photos Via the Web and AppThis guide provides step-by-step instructions on how to export patient procedures and/or photos via the web and the Aesthetic Record app.
Documents File in the Patient's ProfileThe Document Repository will hold all signed consents, filled-out questionnaires, and past procedures.
Medical History FormThe Medical History Form is in the Patient Portal and the AR App or Website. It's stored in the client's profile.
Patient Vitals: How to Configure Settings, Record Vitals & Create Progress Graphs on the Web / AppTrack Patient's GLP-1 weight loss transformation with vitals charting
Conduct a Fitzpatrick Skin Type TestFitzpatrick Skin Type categorizes skin based on color and sun reaction, aiding in assessing current skin condition and skin cancer risk.
Filtering the Patient ListThis feature enables you to filter and export your client list using advanced criteria tailored to your specific needs.
Merge Duplicate Patient ProfilesYou can merge a patien'ts multiple profiles to only one profile.
Import or Export Your Patient ListThis guide provides step-by-step instructions on how to import or export your patient list.
Bulk Delete Leads from the Web
Configure Patient Portal Email Settings & Resend The Invite Email to PatientsSending and resending the patient portal invite email to your patients
Delete Multiple Patient Profiles on Web via Bulk Delete
Create & Manage Sticky Notes
Review a Patient's Past and Upcoming AppointmentsBy following these instructions, users can easily access a patient's appointment history and upcoming schedule.
Create a Treatment Plan Template and Add a Treatment Plan to the Patient's ProfileAdd a detailed plan for any patient with information about the goal of treatment and the expected length of treatment.