There are two ways to create a treatment plan template for your patients. You can create one either from Clinical Documentation section or straight from the patient's profile.

In this article, you can learn how to:

A. Create a Treatment Plan Template via Web

B. Create a Treatment Plan Template from the Patient's Profile via Web or App

A. Create a Treatment Plan Template via Web

Log in to your account via https://app.aestheticrecord.com/login. Click on Settings, Clinical Documentation, Treatment Plan Templates, and then Create Template.

The Create Treatment Plan Template window will pop up. Here you will be presented with two types of plans:

Monthly - This plan automatically charges your client account every month. The fee will be deducted from the registered card. 

Pay As You Go - With this plan, the client pays every time they come to your clinic for treatment. The frequency of visit depends on how you set it up. 

Create a "Monthly" Treatment Plan Template

First, select Monthly in the Plan Type option.

Choose a name for your template. Click on the drop-down menu on the right of Duration of Plan to specify how long the plan lasts. This duration can be anywhere between 3 and 24 months.

Next, under Your Skincare Goal, add any description about the skincare objective of this particular plan.  

Then, enter the product name and its unit for each month of the treatment. The number of months depends on the duration of the plan that you specified above.

Important note: You have to add products to your inventory before they are available here. If you haven't added any, learn how to do it here.

If you want to add another product to the month, click on the "+" button on the right. 

Continue to add products to all the months in your plan. 

Click on Save in the top right corner once you’re done.

Create a "Pay As You Go" Treatment Plan Template

First, select Pay As You Go in the Plan Type option.

Choose a name for your template. Click on the drop-down menu on the right of Duration of Plan to specify how long the plan lasts. This duration can be anywhere between 3 and 24 months, or Never.

Then, enter the product name and its unit here. Choose the frequency that the product has to be used under Duration.

Note: Similar to the monthly plan, you have to add products to your inventory before they are available here.

If you want to add another product to the plan, click on the "+" button on the right. 

Click Save at the top right corner once you're done.

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B. Create a Treatment Plan Template from the Patient's Profile via Web or App

Create a Treatment Plan Template from the Patient's Profile via Web

Log in to your account via https://app.aestheticrecord.com/login. Click on Patients, type in the name of the patient in the search box. Click on the profile, Treatment Plan at the top, and then Create New Treatment Plan.

Create a Treatment Plan Template from 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 top right and then Treatment plan.

Follow the same steps above on how to create a Monthly or Pay As You Go treatment Plan template.

To add a treatment plan to the patient's profile via web or app, please click on this.

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