Create a Health Timeline Procedure

Create a Health Timeline Procedure

Create a Health Procedure via App

Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon above it. Type in the patient's name in the search box. Once you see the patient's name, hit it.

From the patient's timeline, hit the plus sign in the top right and then select Health.

Select the appointment you want to attach to the procedure. If the client hasn't booked an appointment, you won't be able to select anything here. You can still proceed with the procedure without an appointment booked through AR by hitting Skip in the top right.

Important note: If you attach an appointment to the procedure, the forms (attached to the service) that were completed by the patient via their patient portal account will also be attached to the procedure.

Here you can also select provider and the clinic's name.

From this page, you'll write the Chief Complaint or the name of the procedure, and then below, you can add in the procedure notes.

If you have dot phrases added to your account, simply hit the period on your device's keypad and a list of your dot phrases will show up.

Once you're done, hit Next in the top right.

On the next page, choose the consent form you want the patient to sign. If the patient has already signed the form from the patient portal, simply hit Next in the top right.

After signing the consent form, the patient can now complete the questionnaire. Select from the list. If the patient has already signed the form from the patient portal, simply hit Save & Exit in the bottom right.

To view the completed paperworks, tap on QUESTIONNAIRE or CONSENT.

To create and send a prescription to a pharmacy via email/fax, hit PRESCRIPTION.

To add traceability information, click on TREACEABILITY.

To charge the patient, tap on TAKE PAYMENT.

To add more, edit, or delete a note, hit VIEW NOTES (and hit the 3 dots)

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Create a Procedure via Web

It is much easier and more effective to add a new procedure from the iPad. In the case that you need to get old photos into a chart follow the steps below:

  1. Click Clients at the top navigation menu.
  2. Click on the client 
  3. Click on CREATE PROCEDURE.
  4. Fill in all the required fields.
  5. Click SAVE.
  1. Start by filling in whether the procedure is tied to an existing appointment, then select the services to be performed and the clinic to be performed at and give your procedure a descriptive name. NOTE- if an appt was not scheduled you can skip this! 
  2. The procedure “type” dropdown will list several body areas to guide you with any pictures that may be required. It will also provide a template to use if the client chooses not to take Pictures.
  3. Upload any pictures as necessary from your computer.
  4. You can choose any questionnaires you have set up on Aesthetic Record and answer them right on the page.

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