Add, Edit, or Delete a Patient Profile

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.

  1. Click Clients tab at the top navigation menu.
  2. Click CREATE client/patient.
  3. Fill in all the required fields.
  4. Click SAVE.
  5. OR to edit/delete, click actions, EDIT or DELETE 

Edit or Delete a Patient Profile from the Website

Important note: Deleting a patient profile is irreversible. Additionally, if you don't see the "Delete" button on your end, your user privileges need to be updated by the Head Admin. 

  1. login to the control center 
  2. choose a patient
  3. click on ACTIONS
  4. click EDIT
  5. Edit the details and hit save

Add a New Patient Profile from the App

  1. Log in to AR. app
  2. click the blue circular button on the bottom right 
  3. Press the “+” button.
  4. enter in all relevant information 
  5. Press the save button in the top right corner to save the patient’s information.

There is a tab here for the patient’s medical history, as well as a tab to put in any allergies she might have. 

The “important notes” section will make sure any of our client’s specific requests are always accommodated. 

You can also lock this screen and hand it over to the client so that they may fill in the details while restricting their access to other clients profiles. Get the information filled without violating compliance rules 😉

Edit a Patient Profile from the App

  1. login to AR app
  2. choose a patient
  3. click on the 3 dots in the corner
  4. click profile
  5. Click on the pencil in the corner to edit
  6. type in the info and save in the right corner 

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