Manage Pre and Post treatment instructions

Manage Pre and Post Treatment Instructions

Manage Pre and Post Treatment Instructions

Learn how you can create pre and post treatment instructions via web

You can create pre and post care instructions on your account and have Aesthetic Record send them automatically after the patient's appointment is booked (pre-treatment) and after their appointment (post-treatment). You also have the option to send your post treatment instructions manually.

In this article, you'll find instructions on how to:

A. Create Pre and Post Treatment Instructions
B. Send Post Treatment Instructions Manually via Web and App (send on the same day)


A. Create Pre or Post Treatment Instructions

Log in to your account via https://app.aestheticrecord.com/login to add a cosmetic questionnaire and click on Settings > Clinical Documentation > Treatment Instructions > Pre Treatment (or Post Treatment) > Create Pre Treatment (or Post Treatment Instruction).

On this page, you can add the title, copy and paste or type in the instructions, and then hit Save. If you want to print this instruction for the patient, simply hit Print.

For post treatment instructions, the earliest the system can automatically send it to the patient is a day after the appointment. If you want to send it on the same day, please scroll down for instructions.

The next step is to to attach the instructions to the service in Smart Configuration. To learn how to do it, please click here: Manage Services for Booking

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B. Send Post Treatment Instructions Manually via Web and App

Before you can manually send post treatment instructions as soon as the treatment is done (on the same day), you'll first need to:

1. Attach the appointment to the procedure (please click here for instructions: Attach an Appointment to a Procedure).

2. Take a payment from the patient's procedure - for accounts with enabled POS; if your POS is disabled, skip this (please click here for instructions: Create an Invoice, Check Out a Patient, or Generate a Quote).

Once those are done, you can send the instructions manually via web or app.

Send Post Treatment Instructions Manually via Web

Log in to your account via https://app.aestheticrecord.com/login. Click on Patients, enter in the patient's name in the search box, and then click on their profile. From the patient's timeline, look for the procedure and click on Post Treatment at the bottom.

Send Post Treatment Instructions Manually via App

Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon. Type in the patient's name in the search box and tap the profile.

From the patient's timeline, look for the procedure and hit SEND POST TREATMENT INSTRUCTIONS in the bottom left.

Please note that even if you send the post treatment instructions manually to the patient right after their appointment, AR will still send them the post treatment instructions automatically on the time you set which is a minimum of a day after at the time of taking payment.


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