How to Register and Access the Patient Portal

You can also send the Patient Portal link directly to your patients by going to Appointments tab> Wrench icon> Smart Configuration> Booking Portal, and copying & pasting the top Url under Main. The link will take them to to the log in screen where they can sign up for the Patient Portal.

If they click Sign up, they will be taken to the Registration page where they can type in all of their information. Once registered, the patient must go into their email and verify.

If the patient has already successfully confirmed their account, they can log in directly from your Booking Page by clicking Login at the top.

They will be taken to this page where they will need to type in their email and password, follow the reCAPTCHA prompts, and hit Sign in.

Once logged in, they are back on your booking page, but now their name appears at the top. To go into the portal, they will need to click their name.

The patient can see their information, upcoming and past appointments, consents, questionnaires, and pre/post treatment instructions. They can also view/edit their medical history as well as payment methods (this only pertains to cards on file if they are enrolled in a membership.) The patient can also view what they have inside their wallet (dollar credits, products from a promotion/package, etc.) You do have to enable this setting if you want your clients to see what's in their wallet by going to Settings Gear> POS> Client Loyalty> Wallet Settings. To edit the information, click on the Settings gear icon.

The patient can change their information as well as their password.

If the patient has an upcoming appointment, they will find the questionnaires, consents and the pre/post-treatment instructions associated with the booked service here in their portal. Please keep in mind that you need to assign these to the correct service before they can be automatically sent to the patient. The questionnaires, consents and pre-treatment instructions can be found under **Action Required** at the bottom. These documents will be sent to the portal as soon as the appointment is booked. (The pre-treatment instructions will also be sent to the patient's email as soon as the appointment is booked.) The post-treatment instructions lie under Post-treatment Instructions and will be sent to the portal at the start time of the appointment. The post-treatment instructions will also be sent to the patient's email following the appointment. Your patient can click on the questionnaires to answer them or click on the consents to sign them before the appointment time.  They can also access the instructions by clicking on them.

On the right, the patient will see all upcoming and past appointments. The blue means it is upcoming and green is past. If you have allowed your patients to reschedule/cancel through the portal, they can click here on the blue appointment. 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. To reschedule the appointment, the patient can click on **Reschedule Appointment** at the bottom and choose a new day and time for the appointment.

If they hit Reschedule Appointment, they can change the date and time.