Use Aesthetic Record with Clinvello
Keep Aesthetic Record as the clinical record during a limited Clinvello rollout. Confirm administrative automation separately from clinical-document migration.
Keep your current system working.
Keep Aesthetic Record as the source of existing appointments and records. Start with a read-only review, then move one approved AI workload. Give every message, booking and follow-up one active owner.
Connection availability is owner-confirmed. Confirm the exact actions, account permissions and location coverage during setup.
Connect, test, then move the work.
- 01
Choose the first workload
Pick one task: after-hours inquiries, lead follow-up or a morning brief. Record how it works today, which clinic records it uses and what a successful handoff looks like. Keep the existing process available during the pilot.
- 02
Add the Aesthetic Record connection
Ask the implementation team to demonstrate the supported Aesthetic Record connection for your plan and location. Review requested permissions with the account administrator and confirm the actual authorization process before granting access.
- 03
Start with read-only access
Review the matched locations, providers, services and timezones. Compare the records with Aesthetic Record before enabling writes. Use the read-only report to establish a baseline without changing bookings or sending patient messages.
- 04
Assign workload ownership
Agree on the source system, location, approved responses, contact rules and escalation owner. Ask the implementation team to demonstrate the controls. Review overlapping automations in Aesthetic Record; only one system should send each reminder or follow-up.
- 05
Test the complete workflow
Use synthetic records to test the inquiry, booking, cancellation and staff handoff. Inspect the final record in Aesthetic Record. Check permissions and supported actions before enabling booking writes for your clinic.
- 06
Enable a limited rollout
Approve one location or time window. Review action history and failed tasks with the clinic team. Expand when the clinic accepts the results; pause the workload and return to the prior process if a material discrepancy appears.
Aesthetic Record: what to check.
The patient-list guide does not establish connected-app permissions or Clinvello write-back scope. Request the exact patient, appointment and clinical actions supported in the clinic’s deployment.
- A patient-list export is not a full clinical archive.
- Source export and destination import are different capabilities.
- Preserve record identifiers so demographics and separately retrieved documents can be matched.
Before you approve the next stage
- Which appointment and patient updates can the connection make without re-entry?
- Can our existing charts remain in Aesthetic Record while we pilot front-desk automation?
- What export and retention process covers charts, consents, photos and balances if we later leave?
Leave the original clinic system in place. Move the next workload only after the first one passes the clinic’s checks.
Source guidance
The links below support the source-system export and access notes. The checklist is editorial planning advice, not verified Clinvello screen instructions or evidence of a completed migration.
- Aesthetic Record patient-list import/export (opens in new tab) ↗Source review · 2026-10-29
Ready to move the whole operation?
See it in your clinic software.
Ask us to demonstrate the booking, handoff and reporting your clinic needs.