Patient Summary: View, Edit, Add Links

  • Once at least one live consultation has been completed, Aesthetics360 automatically generates a Patient Summary capturing the patient's primary concerns, treatment preferences, allergies or contraindications, past treatment responses, and communication tips, giving you a quick read on the patient before their next visit.
  • The Summary lives in its own tab inside each patient's record and is available on both the web and mobile app.
  • Providers can also edit it to keep key patient information current and accurate.

In this article:

What is the Patient Summary

  • Patient Summary is an AI-generated overview based on consultation history.
  • It highlights key details like concerns, treatment preferences, allergies, past responses, and communication tips for a quick patient snapshot.
  • Providers can edit it to keep patient info current and accurate, reflecting changes in health, medications, or plans.
  • Up-to-date records help healthcare professionals make informed decisions, improving care quality and safety.
  • Regular updates also prevent errors and miscommunications, promoting efficient, coordinated care.

How to Access a Patient Summary via the Mobile App

Option 1: From the Patient Record

  1. Open the Patients list.
  2. Tap the patient you want to view.
  3. Select the Summary tab.

Option 2: From the Quick Actions Menu

  1. In the Patients list, swipe the patient entry to reveal the quick actions menu.
  2. Select Summary to open it directly.

For newly added patients the Patient Summary will be empty:

  • You can manually update it
  • or Start Live Consultation, so Aesthetics360 will generate the Patient Summary for this patient

How to Edit a Patient Summary on the Mobile App

  1. Navigate to Summary tab (see How to Access a Patient Summary via Mobile App )
  2. Tap the More (⋯) menu in the top right corner.
  3. Select Edit.

  1. You will land on Edit Patient Summary.

  1. Update the Patient Summary text.
    1. You can format the text using the toolbar at the top of  the field — add bold, bullet points, and more (see Formatting Tools )
  2. If at least one update is added, the Save button switches to active.

Formatting Tools

When you tap the text field to edit the summary, a toolbar appears at the top with tools to help you format the content. The toolbar scrolls left and right — swipe it to see all available options.

Tool Icon What it does
Undo

Reverses your last change
Redo

Restores a change you just undid
Heading

Turns selected text into a heading
Numbered List

Formats selected text as a numbered list
Bold

Makes selected text bold
Italic

Makes selected text italic
Underline

Underlines selected text
Strikethrough

Draws a line through selected text
Link

Adds a hyperlink to selected text
Align Left

Lines up text to the left
Align Center

Centers the text
Align Right

Lines up text to the right
Justify

Spreads text evenly across the full width

If you do NOT like the Patient Summary, you can delete the text there and then proceed to Save (see How to Save Updates to the Patient Summary


How to Save Updates to the Patient Summary

  1. Tap Save to apply your changes (See  How to Edit a Patient-Summary )

  1. Upon success, you will see the success message.
    1. Your changes are applied to the Patient Summary.

  1. To leave edit mode, click Cancel button.
  2. After that you will land back to Patient Summary page.

You can add clickable links to the Patient Summary to reference external resources, treatment materials, or documentation.

  1. Navigate to Summary tab (see How to Access a Patient Summary via Mobile App )
  2. Tap the More (⋯) menu in the top right corner.
  3. Select Edit.

  1. Select the text you want to turn into a link.
  2. Click the Link icon in the rich text editor toolbar.


  1. You will land on Add link window.

  1. Enter or paste the URL in the link field.
  2. Click Save to apply URL.
    1. Click Cancel or X to discard changes.

  1. The text which you marked as link will appear as blue font.

  1. Once saved, the linked text appears as a clickable hyperlink  in Patient Summary in blue. (see How to Save Updates to the Patient Summary )
  2. Click it to open the shared web content.

  1. In Edit mode, tap on any blue linked text.

  1. A View Link panel appears showing the linked text and the web address.
  2. Tap Edit to update the text or web address, or tap Remove to delete the link (the text remains, only the link is removed).
  3. Tap × to close the panel without making changes.

How to Access a Patient Summary via the Web Platform

  1. Land on the Patients list
  2. Click on the Patient whose Summary you would like to view

  1. Click Summary tab on the Patient record and view the Patient Summary

How to Edit a Patient Summary on the Web Platform

  1. Navigate to Summary tab (see How to Access a Patient Summary via Web Platform )

  1. To edit Patient Summary start typing the content in Patient Summary field.
  2. Update the Patient Summary text.
    1. You can format the text using the toolbar at the top of  the field — add bold, bullet points, and more (see Formatting Tools )
  3. You can also delete the text of the Patient Summary, if you dislike it.

  1. Once you add at least one update, a bottom bar with Save and Cancel options will appear for you.
  2. Click Save to save updates
    1. Or Cancel to discard changes

  1. Once everything goes smoothly, the bottom bar will gently disappear, and you'll see a success notification pop up in the top right corner.
    1. The Patient Summary has been updated for you

Cancel Updates

If you’d prefer NOT to apply updates to the Patient Summary, you can simply:

  1. Click Cancel
  2. Click Back
  3. Or head to another section

A confirmation popup called Unsaved Changes will appear to help you out.

  1. Click Continue Editing or the X to return to editing the Patient Summary
  2. Or click Discard if you want to give up all your updates.

Formatting Tools

When you tap the text field to edit the summary, a toolbar appears at the top with tools to help you format the content. The toolbar scrolls left and right — swipe it to see all available options.

Tool Icon What it does
Undo

Reverses your last change
Redo

Restores a change you just undid
Heading

Turns selected text into a heading
Numbered List

Formats selected text as a numbered list
Bold

Makes selected text bold
Italic

Makes selected text italic
Underline

Underlines selected text
Strikethrough

Draws a line through selected text
Link

Adds a hyperlink to selected text
Align Left

Lines up text to the left
Align Center

Centers the text
Align Right

Lines up text to the right
Justify

Spreads text evenly across the full width

You can add clickable links to the Patient Summary to reference external resources, treatment materials, or documentation.

  1. Navigate to Summary tab (see How to Access a Patient Summary via Web Platform )

  1. Select the text you want to turn into a link.
  2. Click the Link icon in the rich text editor toolbar.



  1. You will see Add link window.

  1. Enter or paste the URL in the link field.
  2. Click Save to apply URL.
    1. Click Cancel or X to discard changes.

  1. Once applied, the linked text appears as a clickable hyperlink  in Patient Summary in blue.
  2. A bottom bar with Save and Cancel options will appear for you.
  3. Click Save to apply this and/or other updates
    1. or Cancel Updates if you prefer NOT to apply changes

  1. Once everything goes smoothly, the bottom bar will gently disappear, and you'll see a success notification pop up in the top right corner.
    1. The Patient Summary has been updated for you


  1. On the Patient Summary, tap on any blue linked text.
  2. A View Link panel appears showing the linked text and the web address.
  3. Tap Edit to update the text or web address,
  4. Or tap Remove to delete the link (the text remains, only the link is removed).
  5. Tap × to close the panel without making changes.

Summary

Use the Patient Summary to record information that should remain visible across multiple consultations, such as:

✓ Important medical history

✓ Long-term treatment goals

✓ Allergies or sensitivities

✓ Patient preferences

✓ Notes relevant to future consultations

This helps providers maintain continuity of care and quickly understand patient context during future visits.

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