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


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 instructions will send out automatically the day of the scheduled appointment.

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

__________________________________________________________________

B. Send Post Treatment Instructions

To 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. Once the appointment is attached to the procedure, the system will automatically send out the Post Treatment Instructions

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

Send Post Treatment Instructions Manually via the Website

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 the 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 once the appointment is done.


CONNECT WITH US:
Check out our Website
Follow us on Instagram
Like us on Facebook
Subscribe to our official YouTube channel
Follow us on LinkedInIf you'd like to know more, chat to us in the Messenger  


    • Related Articles

    • Manage Services for Booking

      Manage Services for Booking Add, edit, or delete services for scheduling purposes via web Services refer to the medical treatments you provide to your patients. The services you'll set up in Smart Configuration will show up on both the online booking ...
    • 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 ...
    • Manage Cosmetic Questionnaires

      Manage Cosmetic Questionnaires Add, edit, or delete a questionnaire; attach it to a service via web A cosmetic questionnaire is a set of questions that you set up for your patient to answer at the time of treatment or from the patient portal prior to ...
    • 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 ...
    • Create And Use Dot Phrases (Preconfigured Notes)

      Set up Pre Configured Notes by Using Dot Phrases Create pre set notes, this will help speed the process of notating on a clients chart. A dot phrase is a phrase that you can summon when you are typing in your notes section description. By summoning a ...