Patient Profile

Create patient profiles, and manage it

Kira avatar
30 articles in this collection
Written by Kira

Add Brilliant Distinctions, Aspire Rewards or a Dollar Credit to Wallet on APP.

How BD/Aspire/Dollar credits are added to wallet on AR app?
Kira avatar
Written by Kira
Updated over a week ago

Enable Patient Portal in Your Account

Turn on this feature so that your patients have access to portal
Kira avatar
Written by Kira
Updated over a week ago

How To Review A Patient's Payment History

View your client's past invoices and cancellation charges
Kira avatar
Written by Kira
Updated over a week ago

Duplicate Patient Records / Merging Patient Profiles

How to merge duplicate patient records
Kira avatar
Written by Kira
Updated yesterday

Store a Credit Card To the Patient Profile

Add or change credit card information in the profile for future checkouts and cancellation fees application.
Kira avatar
Written by Kira
Updated over a week ago

Patient Portal Link

get your personalized portal link
Kira avatar
Written by Kira
Updated over a week ago

View Patients on the iPad

Sort patient screen by date of last treatment
Kira avatar
Written by Kira
Updated over a week ago

How to edit the patient's profile via iPad/iPhone?

Edit profile photo and patient information from the app
Kira avatar
Written by Kira
Updated over a week ago

Customer Notes via ipad/iphone app

Add customers notes in from the app
Kira avatar
Written by Kira
Updated over a week ago

Filter in the Patients Tab

Pull different reports
Kira avatar
Written by Kira
Updated over a week ago

Do not Call via Patient Profile

Find out what do not call does in AR.
Kira avatar
Written by Kira
Updated over a week ago

Export client List

Exporting Patient Lists
Kira avatar
Written by Kira
Updated over a week ago

Give one Patient Access to Patient Portal

How to give your client's access to Patient Portal
Kira avatar
Written by Kira
Updated over a week ago

Searching for a patient

How to find a patient using Search?
Kira avatar
Written by Kira
Updated over a week ago

Referral Source

add the referral source into a clients profile
Kira avatar
Written by Kira
Updated over a week ago

Import Patient List

Bulk Importing Patient Data
Kira avatar
Written by Kira
Updated over a week ago

Sort Client List

Alphabetize Client List
Kira avatar
Written by Kira
Updated over a week ago

How to export an image via iPad/iPhone?

export procedure images
Kira avatar
Written by Kira
Updated over a week ago

How to export the patient's profile?

Exporting the patient's information
Kira avatar
Written by Kira
Updated over a week ago

Hashtags

Hashtag your procedure notes and customer notes. Use this as an advanced search tool.
Kira avatar
Written by Kira
Updated over a week ago