ConciergeNever miss a call again ScribeThe write-up, started for you CourierReferrals out the door in seconds WelcomeA waiting room without the wait LedgerInvoices, payments and what's owed AuraYour aesthetics clinic, on the record

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ConciergeNever miss a call again ScribeThe write-up, started for you CourierReferrals out the door in seconds WelcomeA waiting room without the wait LedgerInvoices, payments and what's owed AuraYour aesthetics clinic, on the record

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Reception

Patients, the diary, arrivals, payments, recalls, forms and Concierge handoffs.

Booking AppointmentsHow to book an appointment from the diary, the patient record or the Today page, and what the diary shading means.3 min read · for receptionist, manager, owner, clinician

Checking Patients InHow to confirm, arrive and complete appointments from the Today page and the diary during the working day.3 min read · for receptionist, manager, owner, nurse

Concierge HandoffsHow reception works the Concierge queue: booking requests, reschedules, cancellations, new patients, callbacks and messages.3 min read · for receptionist, manager, owner

Creating and Finding PatientsHow to add a new patient record and find an existing one by name, email or phone.3 min read · for receptionist, manager, owner, all

RecallsHow to create a recall for a patient, work the overdue and due lists, and book patients back in from the Recalls page.3 min read · for receptionist, manager, owner

Rescheduling and CancellingHow to move an appointment to a new time, cancel it, mark a patient as missed, and why you should cancel rather than delete.3 min read · for receptionist, manager, owner, clinician

Taking PaymentsHow to record a payment against an invoice or on account, issue an invoice, email a receipt, and handle credit and refunds.3 min read · for receptionist, manager, owner

Welcome and FormsHow to send the Welcome form to a new patient by SMS or email, track the invite, and review and approve what they submit.3 min read · for receptionist, manager, owner

Getting started Clinical Aura Owners and managers Concierge Troubleshooting