Sign a Chart and Send it to the MD

Sign a Chart and Send it to the MD

With Aesthetic Record, your medical provider can conduct an audit on pending procedures before signing and sending them to your Medical Director (MD).

Important note: only users with Work As Provider turned on in their settings can use this feature. In addition, if you want to send a procedure to an MD, your clinic must have a user set up as the Medical Director

A. Attach the MD a User Profile

Important note: Before signing off on charts, make sure this step is done first. 


B. Sign Off a Procedure and Send it to the MD

Log in your AR account via Click on the Provider's Room at the top of your screen and then Chart Audit. Search for the procedure using either the procedure or the patient's name.

Here you will see the procedure name, the date that the procedure was added, the patient's name and 6 categories, each with either a check mark or an X mark.

A green check mark indicates that the data for that category has been collected and saved in Aesthetic Record's database while a red X mark means no data has been collected.

Pictures - Pictures refer to procedure pictures or pictures of your client's face after the procedure treatment.

Traceability - Location of injections that were injected to the client's face during the procedure.

Notes - Procedure description and note.

Consent - Consent refers to the client's consent. This checks whether a client has signed their consent for the procedure.

Questionnaire - Questionnaires that you prepared for your client to answer. This checks whether they have answered their questionnaire.

Payment Transaction - This checks whether the client has made any payment for this procedure.

5. Once you have reviewed the procedure, you can choose to sign and send the procedure to your Medical Director for approval, or mark it as consultation.

If all the categories are completed and checked, you will see the button Sign & Send under Actions

If your data collection is incomplete, you will be presented with 2 options - either Incomplete Sign Anyway or Mark As Consult.

The Incomplete Sign Anyway option allows you to sign the procedure and send it off even when it's not complete. Click on it and you will be prompted with a confirmation window. Click Yes to continue.

You can also choose to mark the procedure as consultation with Mark As Consult.

In all three cases, after you click on them, the Sign to MD window will pop up asking for your signature. Input your signature and click Sign to send it to your director. In case you want to change your signature, use Clear and Reset.

After you have signed the procedure, it will be transferred to the Signed Procedures tab, waiting for your medical director to review.


C. Sign Pending Procedures as the MD

Log in your Aesthetic Record account via Click on MD's Room at the top and then Pending Procedures, where you'll find a list of procedures that need to be signed. 

Review the procedures by going through Treatment Summary, Note, Questionnaires and Consent

If you click on a procedure, a treatment procedure window will appear, giving you more detailed information about the procedure.

You can sign individual procedure by clicking on the procedure and click Sign at the top right corner of the procedure detail window. 

In case you want to sign multiple or all of your procedures at the same time, you can tick the checkbox in front of each procedure to select that procedure, or tick the box Select All Visible to select all your pending procedures at once and click Sign.

Once you click Sign, the Medical Consent Form will appear. This is where you sign your signature to give medical director consent. 

If you have already added a signature to your user profile, Aesthetic Record will automatically use it to sign your form. Click Sign to sign the consent.

If you don't want to use the current signature, click Change and use your mouse to enter a different signature.

After a procedure has been signed, it will be transferred to the Signed Procedures tab.


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