You can either apply a treatment template to your client or create a customized plan to meet your client's particular skin and body care goals.

To add a treatment plan to a patient's profile, you will need to access their profile either via web or app.

1. Add a Treatment Plan to the Patient's Profile via Web

Log in to your account via https://beta.aestheticrecord.com/. Click on Patients, select patient profile, and then Treatment Plan. Here you can either create a new template or select from the templates you’ve created from the Clinical Documentation section. 

To create a treatment plan template from the patient's profile via the web, please click on this link for instructions.

To select a template from the options, simply click on ">", Yes, and then either Save or Preview

If you hit Save, you will be taken to the page where you can Print, Edit, or Start the Program.

If you select Preview, a window will display and you will be presented with these options: Prescribe Only, Start Program, or Save created treatment plan as a new template

This will also display a treatment plan preview with full details created by the particular user.

If you click on Start Program, a window will display. You will need to select the clinic and enter in the patient's credit card details. If you want to expire the product at the end of the month, simply check the small box below. 

In the same window, you can see the total cost of the treatment plan as well as its monthly cost. Here you can also add a tax rate and a discount. Then click Start Program.

2. Add a Treatment Plan to the Patient's Profile via App

Log in to your account via the AR app. Tap the bubble icon in the lower right hand corner, then the magnifying glass icon. Type in the patient's name and tap the profile. Tap the 3 Dots in the upper right hand corner, Treatment Plan, and then Create Template Plan.

You will be presented with two options: Use Template or Create Treatment Plan

If you tap Use Template, simply tap Use next to the treatment plan template, Yes, enter patient's skin care goal, then Preview or Cancel.

If you tap Preview, you will be taken to the page where you can see the patient's skin care goal, the prescribed treatment plan, the provider that prescribed it, the total cost of the treatment plan, as well as the plan's cost per month. Here you can also apply a discount and edit the entire plan.

If you tap Save, the template will be saved to the patient's profile. If you tap Start Program, you will be taken to the page where you will be required to choose the clinic and enter in the patient's credit card details.  If you want to expire the product at the end of the month, simply check the small box below.

On the same page, you can see the total cost of the treatment plan as well as its monthly cost. Here you can also add a tax rate and a discount. Then click Start Program.

If you tap Create Treatment Plan, please click on this link for instructions.

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Wallet Settings
Manage Memberships
How To Create a Package or Special Discount
Add A Custom Discount at Checkout
How To Add A Treatment Plan to the Patients Profile
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