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Patient Management
Patient Management

Managing Your Patients/Clients

15 articles
Patient Vitals: How to Configure Settings, Record Vitals & Create Progress Graphs on the Web / AppTrack Patient's GLP-1 weight loss transformation with vitals charting
Delete Multiple Patient Records on Web via Bulk Delete
Bulk Delete Leads from the Web
Create & Manage Sticky Notes
Import or Export Your Patient ListThis guide provides step-by-step instructions on how to import or export your patient list.
Change the Patient's Profile Photo
"Do Not Call" or "Fire This Client" via the Patient ProfileStep-by-step guide for using the Patient Profile feature on Aesthetic Record to mark a client as "Do Not Call" or "Fire This Client."
Merge Duplicate Patient ProfilesYou can merge a patien'ts multiple profiles to only one profile.
Review a Patient's Past and Upcoming AppointmentsBy following these instructions, users can easily access a patient's appointment history and upcoming schedule.
Documents File in the Patient's ProfileThe Document Repository will hold all signed consents, filled-out questionnaires, and past procedures.
Add, Edit, or Delete a Credit Card through the Patient ProfileThis guide provides step-by-step instructions on how to add, edit, or delete a credit card from a patient's profile.
Create, Edit, or Delete a Patient ProfileThis guide provides step-by-step instructions on how to create, edit, or delete a patient profile on the web and app.
Create a Treatment Plan Template and Add a Treatment Plan to the Patient's ProfileAdd a detailed plan for any patient with information about the goal of treatment and the expected length of treatment.
Export Patient Procedures and/or Photos Via the Web and AppThis guide provides step-by-step instructions on how to export patient procedures and/or photos via the web and the Aesthetic Record app.
Adding Before and After Videos to a Cosmetic ProcedureThis guide will show you how to add before and after videos to a cosmetic procedure.