Patients: List, Search, Sort, Filter, and Add

How to View the Patient List on the Web App

When you open the Patients module, you see a list of all patients in your practice. Each row displays the patient's last name, first name, middle name, date of birth (with age), email, phone number, and last consultation date. The list shows active patients by default.

How to Search for a Patient on the Web App

Use the search bar at the top of the list to quickly find a patient by name, email, or phone number.

How to Sort the Patient List on the Web App

Click any column header to sort the list by that field. You can sort by last name, first name, middle name, date of birth, email, phone number, or last consultation date.

How to Filter the Patient List on the Web App

1. Click the Filters button.
2. Select your filter criteria:
   • Age Range — narrow the list to patients within a specific age range
   • Last Consultation Date Range — show patients seen within a date range
   • No Consultation — show only patients who have never had a consultation
   • Status — filter by Activated or Deactivated
3. Click Apply to display the filtered results.

When filters are active, the Filters button turns blue and a Clear All button appears next to it.

To update filters: Click Filters, adjust your selections, then click Apply.

To remove filters:

• Click Clear All to remove all filters at once, or
• Click Filters, then click Clear inside the filter panel.

How to Add a Patient on the Web App

1. Click the Add Patient button to open the new patient form.
2. Enter the required fields: First Name, Last Name, and Date of Birth (MM/DD/YYYY).
3. The following fields are optional: Middle Name, Title, Phone Number, Email, Patient Summary.
4. Click Save to add the patient.

If a patient with the same information already exists, A360 will notify you of the potential duplicate before saving.

How to View the Patient List on the Mobile App

The Patients screen shows all patients with their date of birth, age, and last consultation date. The list shows active patients by default, sorted by last name A to Z.

How to Search for a Patient on the Mobile App

Use the search bar at the top of the screen to find a patient by name.

How to Sort and Filter the Patient List on the Mobile App

1. Tap the Filter icon next to the search bar.
2. To sort, select Last Consultation Date — earliest to latest or latest to earliest.
3. To filter, select your criteria:
   • Age Range
   • Last Consultation Date Range
   • Status — Active or Inactive
4. Tap Apply to display the results.

When filters are active, the Filter icon turns blue and a Reset All button appears.

To update filters: Tap the Filter icon, adjust your selections, then tap Apply.

To remove filters:

• Tap Reset All to clear everything at once, or
• Tap the Filter icon, then tap Clear inside the filter panel.

How to Use Quick Actions on the Mobile App

Swipe left on any patient's name to access quick actions without opening the full record:

• Summary — opens the patient's summary
• Profile — navigates to the patient's record
• Consultation — starts a new consultation for the patient

How to Add a Patient on the Mobile App

Option 1: Enter details manually

1. Tap the + button on the Patients screen.
2. Enter the required fields: First Name, Last Name, and Date of Birth (MM/DD/YYYY).
3. The following fields are optional: Middle Name, Title, Gender Identity, Phone Number, Email.
4. Tap Save to add the patient.

If a patient with the same information already exists, A360 will notify you of the potential duplicate before saving.

Option 2: Fill from a photo or document

1. Tap the + button on the Patients screen.
2. Tap the ⋯ button in the top right corner of the Add Patient screen.
3. Choose how to capture the document:
   • Take Photo — point your camera at a physical document or screen
   • Choose Photo — select an existing photo from your phone's gallery
   • Scan Document — scan a physical document for a cleaner result
4. Preview the image and tap Use Photo when you're satisfied.
5. The form fills in automatically with the available patient information.
6. Review all fields before saving — not everything may fill in automatically depending on what's visible in the document.
7. Tap Save to add the patient.

Common Questions

Q: Can I sort multiple ways at once?

A: No, you can sort by one column at a time. However, you can combine filters with sorting for better organization.

Q: Will my consultation history be deleted if I deactivate a patient?

A: No, deactivating a patient preserves all their consultation records. You can reactivate them anytime and all information remains intact.

Q: Can I search by partial information?

A: Yes, searching works with partial text. For example, typing "John" will find patients named John, Johnson, etc.

Q: What format should the date be in when adding a patient?

A: Use MM/DD/YYYY format (for example: 03/15/1985).

Q: Can I add a patient from a document on the web app?

A: No, the document capture feature is currently only available on the mobile app.

Summary

Need Help?

If you have questions or need assistance with account security:

• Use our AI chatbot - Available in the A360 Help Center, mobile app, or web app (this feature to be available soon)
• Email support - support@aesthetics360.com
• Visit our website - aesthetics360.com

Our support team is here to help you keep your account secure