Managing your Patients/Clients
Bulk Delete Leads from the Web
1. Click on the Leads tab 2. Select the leads you'd like to delete 3. Click Bulk Delete Tip: Once you delete leads from this table, you cannot restore them, so please be sure you want to move forward! 4. If you want to delete them, click Confirm
Delete Multiple Patient Records on Web via Bulk Delete
This feature is auto-enabled for the Main Admin on the web. Other uses can be granted permission by updated user privileges. 1. Search for the set of patients you'd like to delete from the web 2. Check those patient records that you'd like to bulk ...
Create & Manage Sticky Notes
Import Patient List
Import Patient List To Import Client Data to AR: Log in from the website Click Clients at the top Click Import / Export button Click on Bulk Import option from the dropdown Click on Upload on the Bulk Import page, and choose the file from which you ...
Export Patient Procedures and/or Photos
Export patient procedures and/or images via web and app You can easily export patient procedures, or just photos from your AR account. In this article, you'll learn how to: A. Export Patient Procedures via Web B. Export Patient Procedures and/or ...
Documents File in the Patient's Profile
Add or View Documents in the Documents File Important note: Uploading photos/documents/files (for example, a patient procedure that was exported from your old EMR) to the patient's Documents Repository won't link them to a specific procedure. A. ...
Export Your Patient List
Exporting Patient Lists Login to AR via web Click on "Clients" (or Patients) tab located in the top navigation bar. You can always click on the + button and select all the fields you want to display in your export (first name, last name, email, phone ...
Create a Treatment Plan Template
Easily create a treatment plan template for your patients 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 profile. ...
Add a Referral Source to a Patient's Profile
Add the referral source into a clients profile Login via web Click on "Clients" tab at the top of the screen Choose a client (you can use the search tool if needed) Click on Actions button (left-hand side of client's profile) Then choose Edit Select ...
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 ...
Store or Delete Credit Card on File for the Patient
Add A Card On File Log in your Aesthetic Record account on a desktop web browser. Navigate to the top of the screen and click on Clients. A list of clients will appear. Select the client profile that you want to update and click on it. In the Patient ...
Create, Edit, or Delete a Patient Profile
Create a profile for a new patient or edit their profile: Create a New Patient Profile from the Website Note: If a new patient books an appointment online, AR will automatically create a profile for them on your account. Click Clients tab at the top ...
"Do Not Call" or "Fire This Client" via the Patient Profile
Do Not Call Patient Open the client profile from web. Enable the toggle that says Do Not Call. When booking appointments, you now know if you want to call this client or not. Fire This Patient You'd only want to use this feature if you no longer want ...
Change the Patient's Profile Photo
In order to change a profile picture of your patient you need to follow below a few simple steps: Go to https://app.aestheticrecord.com/ Log in to the AR. Click Patients or Client at the top navigation menu. Click on the specific patient. In the left ...
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 ...
Review a Patient's Past and Upcoming Appointments
Review a Patient's Past and Upcoming Appointments Viewing Past & Upcoming Appointments/Procedures Aesthetic Record stores all upcoming appointments of a patient in the Client Profile. To see a client's upcoming appointments, follow these steps: 1. ...