Sometimes we want to filter our client list - to do so:
- Log in to Aesthetic Record
- Click Clients at the top navigation menu.
- Click Filters
- Click on "New filter
- Choose required values for Date, Product Used, Providers or Clinics.
- Click SAVE & APPLY.
(If you need to delete any filters just press the (x) next to them)
- AR will fetch you list of patients based on provided values for different filters.
You can filter by:
- The last time the patient was treated -- pick one of the choices from the dropdown or set your own date range using the calendar option.
- The products the client has used by choosing the product or products from the dropdown menu.
- The provider or providers they have seen in the past.
- The clinics your clients go to currently or have gone to.
- Whether your office has chosen to “fire” the patient
Feel free to choose a single or a combination of filters and Aesthetic Record will show you a patient list that matches your criteria
If you run a filter, make sure to clear it on the top right when done to once again see all of your patients.