A User’s patient page will show us all the patient’s contact information as well as give us a full cosmetic timeline of any procedures they have undergone - complete with pictures!

Under the “actions’ dropdown we can also “edit” any of our patients information. This will take us to client’s full customer profile -- we can make the changes we need here and click save on the top right when we are finished.

To update/edit a patient’s profile:

  1. Click Clients at the top navigation menu.
  2. Click on the record of the required Client
  3. In the left menu click Actions and then select Edit from the drop-down list.
  4. Edit Client form opens up.
  5. Edit the required fields.
  6. Click on Save.

https://www.useloom.com/share/8cdbcedd85704191985fca3ff098563e

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