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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105 articles in this collection
Written by Aesthetic Record

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]

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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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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 over a week ago

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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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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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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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