Aesthetic Record Web Platform

Here you will find tutorials for the dashboard. You can get to the dashboard by going to aestheticrecord.com and click login

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117 articles in this collection
Written by Aesthetic Record

How do I disable notifications when a patient checks in?

How do I disable notifications when a patient checks in?
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Written by Aesthetic Record
Updated this week

Speak With an AR Rep

Chat with us!
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Written by Aesthetic Record
Updated over a week ago

Is there a way to send patient consent form via email?

Can you send a consent via email?
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Written by Aesthetic Record
Updated over a week ago

How Do I Change The Currency For My Account

Follow this article to change the currency associated with processing USD AUD etc.
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Written by Aesthetic Record
Updated over a week ago

How Do I Change The Email and Phone Number for My Stripe Account?

Change the phone number and email for your stripe account
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Written by Aesthetic Record
Updated over a week ago

How do I Change my Bank Account Info for Stripe?

Need to change bank account information?
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Written by Aesthetic Record
Updated over a week ago

Adding Treatment Plan (Web)

Create goal of treatment, products needed, and the cost. Then, accept payment info and enroll your patient in the plan w/ automatic payments
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Written by Aesthetic Record
Updated over a week ago

Creating Treatment Plan Templates

Create general treatment plans that you can apply to multiple client profiles
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Written by Aesthetic Record
Updated over a week ago

Enroll Patients in the Membership Program

Follow this form to enroll patients in the membership program.
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Written by Aesthetic Record
Updated over a week ago

Create Membership Program

Setup your membership program here
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Written by Aesthetic Record
Updated over a week ago

Disable Card Capture

Disable card capture inside of the services section
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Written by Aesthetic Record
Updated over a week ago

How to Void any Invoice?

Void an invoice completely from your AR profile. This will add the item back to inventory, erase the cost from your dash and sales metrics
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Written by Aesthetic Record
Updated over a week ago

Assign Multiple Providers To an Invoice

Use this method to assign different products or services to different providers within 1 invoice.
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Written by Aesthetic Record
Updated over a week ago

Cash Drawer

Use this guide to set up and manage your cash drawer
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Written by Aesthetic Record
Updated over a week ago

Procedure Template [Web]

Follow this description to create your own procedure templates via web.
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Written by Aesthetic Record
Updated over a week ago

E-Gift Cards

Create e-giftcards and send them to the ones that are near and dear!
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Written by Aesthetic Record
Updated over a week ago

Text Fillable Box in Questionnaires

Allow clients to type out additional information when they are completing a questionnaire
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Written by Aesthetic Record
Updated over a week ago

Google Calendar Sync

Securely view appointments for the today with this integration
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Written by Aesthetic Record
Updated over a week ago

Booking Increments

designate booking increments
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Written by Aesthetic Record
Updated over a week ago

Forgot Password

Reset your password, if you are unable to login or if you forgot it
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Written by Aesthetic Record
Updated over a week ago

Turn off SMS & Emails Notifications When Appointments are Made

turn off notifications
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Written by Aesthetic Record
Updated over a week ago

Create Post Treatment Instructions

add post treatment instructions
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Written by Aesthetic Record
Updated over a week ago

How Do I Add My Logo for Online Booking?

Add in your logo for online booking and patient portal
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Written by Aesthetic Record
Updated this week

Providers Room

View and sign pending procedures
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Written by Aesthetic Record
Updated over a week ago

Referral Source

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Written by Aesthetic Record
Updated over a week ago

Dashboard Access

Define if you want your users to be able to view or not view the dashboard
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Written by Aesthetic Record
Updated over a week ago

Add More Emails, Texts or Storage

Add More Emails, Texts or Storage to your account
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Written by Aesthetic Record
Updated over a week ago

Sort Client List

Alphabetize Client List
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Written by Aesthetic Record
Updated over a week ago

Set Up the MD's Profile

By setting up the MD's profile this will ensure that he or she can sign off on procedures
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Written by Aesthetic Record
Updated over a week ago

Surveys

Create surveys, and begin collecting stats
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Written by Aesthetic Record
Updated over a week ago

Add Lot Number / Add Traceability

Add the lot number and expiration into your products
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Written by Aesthetic Record
Updated over a week ago

Export Client List From MindBody

Export clients from MindBody into Aesthetic Record
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Written by Aesthetic Record
Updated over a week ago

Work as a Provider

Set up your users to work as a provider. Anyone who logs treatments into AR will need to be set up as a provider.
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Written by Aesthetic Record
Updated over a week ago

How does a MD (Medical Director) view and sign pending procedures?

Once a provider signs off on a patient procedure from the "providers room", it is sent to the MD's room
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Written by Aesthetic Record
Updated over a week ago

FULL USER GUIDE

Use our videos, and on boarding material to become comfortable using AR
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Written by Aesthetic Record
Updated over a week ago

How does a MD or Provider Change Their Signature?

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Written by Aesthetic Record
Updated over a week ago

How to delete a category?

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Written by Aesthetic Record
Updated over a week ago
Appointments

Appointment Reminders

Use this tool to customize the times that you want reminders sent out
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Written by Aesthetic Record
Updated over a week ago

Smart Booking (Online Booking)

Use Smart Booking to create an appointment
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Written by Aesthetic Record
Updated over a week ago

Create or Book Appointments: Using Calendar

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Written by Aesthetic Record
Updated over a week ago

Where can I see the booked appointments?

View Created Appointments How to find and review created appointments?
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Written by Aesthetic Record
Updated over a week ago

View/Edit/Cancel Created Appointments

How to edit the created appointment? How to cancel an appointment? / How to view an appointment?
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Written by Aesthetic Record
Updated over a week ago

How to Reschedule an appointment

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Written by Aesthetic Record
Updated over a week ago

Searching for an appointment

How to search for an appointment?
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Written by Aesthetic Record
Updated over a week ago

Reading and Filtering your Clinic Calendar

Filtering clinic calendar / Using filters on the calendar
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Written by Aesthetic Record
Updated over a week ago

Mark an Appointment as a "No Show"

How to mark as No Show an appointment in the calendar
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Written by Aesthetic Record
Updated over a week ago

Check-In a client/customer/patient

How to check someone in / How to check a client in
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Written by Aesthetic Record
Updated over a week ago

Adding/Editing Appointment Notes

How to add an appointment note / how to edit an appointment note
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Written by Aesthetic Record
Updated over a week ago

Where can I see upcoming Appointments for a patient?

Viewing Past & Upcoming Appointments/Procedures
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Written by Aesthetic Record
Updated over a week ago
Patient Management

Filter in the Clients Tab

Pull different reports
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Written by Aesthetic Record
Updated over a week ago

Duplicate Patient Records / Merging Patient Profiles

How to merge duplicate patient records
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Written by Aesthetic Record
Updated over a week ago

Searching for a patient

How to find a patient using Search?
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Written by Aesthetic Record
Updated over a week ago

Export Patient List

Exporting Patient Lists
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Written by Aesthetic Record
Updated over a week ago

Import Client List

Bulk Importing Patient Data
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Written by Aesthetic Record
Updated over a week ago

How To Add A New Patient?

How to create a new patient with Aesthetic Record? Step-by-step guide on how to create a new patient.
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Written by Aesthetic Record
Updated over a week ago

How to edit the patient's profile?

Viewing/Editing Patient Profiles
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Written by Aesthetic Record
Updated over a week ago

How to change the patient's profile picture?

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Written by Aesthetic Record
Updated over a week ago

Add Customer Notes (Web)

Customer Notes via web
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Written by Aesthetic Record
Updated over a week ago

Deleting a Patient Profile

How to delete the patient's profile?
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Written by Aesthetic Record
Updated over a week ago

How to fire-a-client?

Firing a patient/client
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Written by Aesthetic Record
Updated over a week ago

How to export the patient's profile?

Exporting the patient's information
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Written by Aesthetic Record
Updated over a week ago

Add or View Documents via Web

View documents, images or old charts
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Written by Aesthetic Record
Updated over a week ago