Manage Pre and Post treatment instructions

Manage Pre and Post Treatment Instructions

You can create pre and post care instructions on your account and have Aesthetic Record send them automatically at the time of booking (pre-treatment) and after their appointment (post-treatment). You also have the option to send your post treatment instructions manually.

In this article, you'll find instructions on how to:
A. Create Pre and Post Treatment Instructions
B. Send Post Treatment Instructions Manually via Web and App

A. Create Pre or Post Treatment Instructions

Log in to your account via https://app.aestheticrecord.com/login. Click on Settings > Clinical Documentation > Treatment Instructions > Pre Treatment (or Post Treatment) > Create Pre Treatment (or Post Treatment Instruction).



On this page, you can add the title, copy and paste or type in the instructions, and then hit Save. You can also assign to a service. If you want to print this instruction for the patient, simply hit Print.

For post treatment instructions, the instructions will send out automatically to the patient's email following the conclusion of the appointment. They will also be uploaded to the portal at the start time of the appointment.


The next step is to to attach the instructions to the service in Smart Configuration.

Go to Appointments, Wrench Icon, Smart Configuration, Services, and select the service you want to add the instructions to. Scroll down to where it says "Select Pre Treatment Instructions" & "Select Post Treatment Instructions. 

Click on the dropdown arrow to the right and choose which instructions you are going to assign to the service. 

Click save. 
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B. Send Post Treatment Instructions

To send post treatment instructions as soon as the treatment is done (on the same day), you'll first need to:

1. Attach the appointment to the procedure (please click here for instructions: 
2. Once the appointment is attached to the procedure, the system will automatically send out the Post Treatment Instructions

Once those are done, you can send the instructions manually via web or app.

Send Post Treatment Instructions Manually via the Website
Log in to your account via https://app.aestheticrecord.com/login. Click on Patients, enter in the patient's name in the search box, and then click on their profile. From the patient's timeline, look for the procedure and click on Post Treatment at the bottom.


Send Post Treatment Instructions Manually via the App
Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon. Type in the patient's name in the search box and tap the profile.

From the patient's timeline, look for the procedure and hit SEND POST TREATMENT INSTRUCTIONS in the bottom left.


Please note that even if you send the post treatment instructions manually to the patient right after their appointment, AR will still send them the post treatment instructions automatically once the appointment is done.