This article will guide you through how to assign your forms to your treatments to start to automate your forms through Aesthetic Nurse Software.
If you would like to start sending your forms out prior to appointment or need to reassign a form, we will talk you through the process.
To learn about assigning automatic forms, watch our short video below. Alternatively, follow our simple steps.
Creating A New Treatment
If you do not already have a treatment within the software to link your forms to, you will just need to add one first.
Step 1 :
From the main menu, head to settings.
Step 2 :
From settings, head to treatments under the heading products.
Step 3 :
You can then choose to add a new treatment via the 'New Treatment' button in the top right.
Step 4 :
Fill in your main treatment details including type, price, length and interval.
To learn how to fill in this information in more detail, just search for our how to guide on adding new treatments.
Step 5 :
Once the main information for the treatment has been added, you will find the automatic form section next.
Step 6 :
To find the forms you need for this section, you can either scroll through the list or search for the form by typing in the boxes provided to find the desired form.
If there are any forms missing from your list, you may be able to find them in our default section. For more information on forms, head to our guides.
Step 7 :
Once happy with your form selection, hit save. This will then create the new treatment and assigned the forms selected.
If you then want to automate these forms to be sent out, you will just need to turn on your automation settings.
To learn more about this area of the software and finish setting up your form automation, head to our guides.
Editing A Treatment
If you already have a treatment within the software but now need to edit/add your forms to it, follow the steps below.
Step 1 :
From the main menu, head to settings.
Step 2 :
Once in settings, head to treatment settings under products.
Step 3 :
From here you will just need to head into the treatment type and then specific treatment via the pencil icon.
Step 4 :
Once in your treatment, scroll to the bottom of the page to find the automatic form section. Here you will be able to select the forms you wish to be sent to your patients. You can either scroll through your form list or search via the box.
If there are any forms missing from your list, you may be able to find them in our default section. For more information on forms, head to our guides.
Step 5 :
Once happy with your forms selected, hit update. This will the update the treatment with the forms selected.
If you then want to automate these forms to be sent out, you will just need to turn on your automation settings.
To learn more about this area of the software and finish setting up your form automation, head to our guides.
For further help, visit our additional guides.
Additionally, to help you fully utilise and understand your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call