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.


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