Sometimes we want to filter our client list - to do so:

  1. Log in to Aesthetic Record
  2. Click Clients at the top navigation menu.
  3. Click Filters
  4. Click on "New filter
  5. Choose required values for Date, Product Used, Providers or Clinics.
  6. Click SAVE & APPLY.
    (If you need to delete any filters just press the (x) next to them)
  7. 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.

Did this answer your question?