Patient Portal - How to's

Patient Portal - How to's

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 to your clinic's membership program, book a new appointment or reschedule an upcoming one.

1. How To Answer Questionnaires and Access Instructions

If the patient has booked an appointment, they will also find the questionnaires and the pre/post-treatment instructions associated with the service they booked here. Please keep in mind that you need to set these up before they can be automatically sent to the patient.

The questionnaires and pre-treatment instructions can be found under Action Required at the bottom. 

The post-treatment instructions lie under Post-treatment Instructions

Your patient can click on the questionnaires to answer them or access the instructions by clicking on them.

2. How To Cancel or Reschedule An Upcoming Appointment 

On the right, the patient can find a list of their past appointments and their upcoming appointment. The upcoming appointment has a blue background while past appointments have a green background.

The windows here also show the appointment location, time, service, and provider.  

To Cancel or Reschedule an upcoming appointment, first, click on the appointment.

To cancel the appointment, the patient can click on the Cancel Appointment at the bottom. If you have set up your cancellation policy, Aesthetic Record will automatically charge the client a cancellation fee. If you haven't set it up, learn how to do it here.  

To reschedule the appointment, the patient can click on Reschedule Appointment at the bottom and choose a new day and time for the appointment.



CONNECT WITH US:

Check out our Website

Follow us on Instagram

Like us on Facebook

Subscribe to our official YouTube channel

Follow us on LinkedIn

If you'd like to know more, chat to us in the Messenger 

    • Related Articles

    • 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 ...
    • Register and Access the Patient Portal

      Patients can register for the patient portal so they can complete the forms prior to their appointment date via the web If patients are successfully registered for the patient portal, they can read the pre and post-treatment instructions, answer ...
    • Managing the Patient Portal

      Patient Portal URL Get your personalized portal link To access your personalized portal link, log into your AR web account Go to Appointments. Open the “Smart Configuration" tab. Click on the "Booking Portal" . Copy the URL associated with the ...
    • Get Your Patient Portal, Online Booking Page, and Service Vertical URLs

      To get your patient portal, booking page, and service vertical URLs, log in to your account via https://app.aestheticrecord.com/login. Then click on Appointments > the Gear Icon (next to Clinic View) > Smart Configuration > Booking Portal > Domain ...
    • Merge Duplicate Patient Profiles

      How to Merge duplicate profiles of a patient via the web: If, for some reason, the patient has multiple profiles on your account, you have the option to merge the profiles so all their patient information and records are tied to only one profile. Log ...