Managing your Patients/Clients
Resend an eGift Card
If you need to resend an eGift card to a client, you can head to Business Insights> Sales> Payments and Liabilities> eGift Card Revenue. From there, filter the date of which the gift card was purchased and click Resend Mail If the Recipient's email ...
Memberships and Variations
If you are a practice that offers memberships and allows the member to choose from a specific service each month, this is how you could set this up. **If you offer commissions specific to these services this option would not work for you.
Import Patient List
Import Patient List Bulk Importing Patient List To Import Client Data to AR: Log in from the website Click Clients at the top Click Import / Export button Click on Bulk Import option from the dropdown Click on Upload on the Bulk Import page, and ...
Export Patient Procedures and/or Photos
Export patient procedures and/or images via web and app You can easily export patient procedures, just photos, or both from your AR account. In this article, you'll learn how to: A. Export Patient Procedures via Web B. Export Patient Procedures ...
Upload and/or View Documents/Completed Paperworks in the Document Repository
Add or View Documents in the Document Repository Important note: Uploading photos/documents/files (for example, a patient procedure that was exported from your old EMR) to the patient's Documents Repository won't link them to a specific procedure. A. ...
Export Your Patient List
Exporting Patient Lists Login to AR via web Click on "Clients" tab located in the top navigation bar. You can always click on the + button and select all the fields you want to display Then click on Import/Export. Next choose EXPORT to excel. Keep ...
Create a Treatment Plan Template
Easily create a treatment plan template for your patients in via web and app 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 ...
Add a Referral Source to a Patient's Profile
Add the referral source into a clients profile Login via web Click on "Clients" tab at the top of the screen Choose a client (you can use the search tool if needed) Click on Actions button (left-hand side of client's profile) Then choose Edit Select ...
Add a Treatment Plan to the Patient's Profile
Add a detailed plan for any client with information about the goal of treatment, and the expected length of treatment via web and app You can either apply a treatment template to your client or create a customized plan to meet your client's ...
Store Credit Card to the Patient Profile
Add or change credit card information in the profile for future checkouts and cancellation fees application. Important Note: You must set up your account to accept payments before using this feature. If you haven't done so, please learn how to do it ...
Create, Edit, or Delete a Patient Profile
Create a profile for a new patient or edit their profile: Create a New Patient Profile from the Website Note: If a new patient books an appointment online, AR will automatically create a profile for them on your account. Click Clients tab at the top ...
Change the Patient's Profile Photo
How to change the patient profile photo In order to change a profile picture of your patient you need to follow below given few simple steps: Go to https://app.aestheticrecord.com/ Log in to the AR. Click Patients at the top navigation menu. Click on ...
Merge Duplicate Patient Profiles
How to Merge duplicate profiles of a patient via the web: If, for some reason, the patient has multiple profiles on your account, you have the option to merge the profiles so all their patient information and records are tied to only one profile. Log ...
Review a Patient's Past and Upcoming Appointments
Review a Patient's Past and Upcoming Appointments Viewing Past & Upcoming Appointments/Procedures Aesthetic Record stores all upcoming appointments of a patient in the Client Profile. To see a client's upcoming appointments, follow these steps: 1. ...
Popular Articles
NPS Surveys: Sending out automated future service reminders
A. Create a Survey Log in to your account via https://app.aestheticrecord.com/login. Click on Settings > Surveys > Create Survey. Name your survey first, type in a question, and then on the left where it says "textbox," click on that to select the ...
Use the Front Desk Checkout
Use the Front desk Checkout Please make sure that you have configured a user as a front desk user in your administrator profile before using this feature. In this article, you can learn how to: 1. Create the Invoice and Send it to the Frontdesk User ...
Set Your Account Up to Take Payments Using Clearent (US Clients Only)
Don't have Clearent? Click Here to inquire on how to activate this in your account! You must be the main admin on the account in order to configure and set up point-of-sale. This gateway for processing is for customer located in the US only. If you ...
Service Verticals
A way to group selected services for the purposes of segmenting the calendar view, organizing a Provider's day and creating a curated booking experience for patients. Service Verticals can be used internally just to organize the calendar. Verticals ...
How to Issue A Refund (Vendor)
How to Issue a Refund to Customers Full and partial refunds can be issued to customers on any completed order. If a customer is eligible for a refund, you can create a refund request from your dashboard against that order. To begin, do to your ...