Patient Facing: Membership enrollment from patient portal
When logged into the patient portal, if turned on in settings from your control center, a patient can Become A Member or View details of a current membership. Any sale from the patient portal will be assigned to the main admin of the account.
Once enrolled, the patient can view their details as shown below:
Enroll, Edit, Cancel, or Put the Membership on Hold
Follow this form to enroll patients in the membership program, or disable. Learn how to change the CC on file as well. Once the membership setup is completed from web, you could sign any client to be a member either of below: From the AR APP: Login ...
Patient Portal - How to's
Patient Portal - How to's What do clients see? What can they do in the portal? The Patient Portal is where the patient profile is displayed. Once a patient has logged into their account, they can change and edit their profile information, subscribe ...
Creating Your Client Loyalty Programs (Memberships)
Creating Memberships Create different levels of memberships. Are you ready to create different memberships in your account? Follow this guide to get rockin and rollin! When thinking about setting up Memberships here are a few different scenario's ...
Register/Access the Patient Portal and Complete Forms (Patient Facing)
Register/Access the Patient Portal and Complete Forms As a patient, you can register for the patient portal so you can complete your forms prior to your appointment date via the web. If you are successfully registered for the patient portal, you can ...
Create a Membership Agreement/Contract
Aesthetic Record offers a robust platform to manage multiple membership programs. With membership programs, you can add in an agreement so that you patient accepts, and signs off prior to enrolling! To create an agreement login to the web. Go to ...