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Aesthetic Record
A

Aesthetic Record

Leading EMR for medical spas and aesthetic practices

Easy difficulty5 min📄 CSV
1

Log in via Desktop Browser

Open Chrome or Safari and navigate to app.aestheticrecord.com. Enter your provider or admin email and password, then click the purple "Sign In" button. You must use the desktop web version — the Aesthetic Record mobile app does not have a data export feature.

EHR Software
Dashboard
Patients
Calendar
Treatments
Reports
Settings
Dashboard
Patients
Calendar
Treatments
Forms
Reports
Settings
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If your practice uses SSO (single sign-on), click "Sign in with Google" or your SSO provider button instead of entering credentials directly.

2

Navigate to Patients → Patient Management

In the left sidebar, click "Patients". A submenu will expand beneath it. Click "Patient Management" (sometimes labeled "All Patients"). This opens the full patient list with filter and export controls at the top.

EHR Software
PatientsPatient Management
Dashboard
Patients
Calendar
Treatments
Forms
Reports
Settings
Patient Name
DOB
Mobile Phone
Email
Status
Last Visit
Visits
Export to CSV
Filter
+ Add Patient
3

Set the Status Filter

Near the top of the patient list, find the "Status" dropdown filter. Click it and select "All" to capture both active and inactive patients in a single export. If you only want active patients, select "Active". The list will refresh automatically.

EHR Software
PatientsPatient Management
Dashboard
Patients
Calendar
Treatments
Forms
Reports
Settings
All Patients
All Providers
All Time
Patient Name
DOB
Mobile Phone
Email
Status
Last Visit
Visits
Export to CSV
Filter
💡

Selecting "All" is recommended — MedMasters will segment active vs. inactive for you. A single file is easier to manage than two.

4

Click "Export to CSV"

Look at the top-right corner of the patient table — you will see a teal or purple "Export to CSV" button (it may also say "Download CSV" or show a download arrow icon). Click it. A dialog box may appear asking which fields to include.

EHR Software
PatientsPatient ManagementExport to CSV
Export to CSV button (top-right of patient table)
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If no Export button is visible, make sure you are on the Patient Management page, not the individual patient chart. Scroll right if the button is hidden off-screen on smaller monitors.

5

Select Export Fields

If a field-selection dialog appears, make sure the following are checked: First Name, Last Name, Mobile Phone (not just "Phone"), Email, Last Visit Date, Status, Visit Count. Click "Select All" if available to be safe — extra columns do not cause problems.

  • Check: First Name
  • Check: Last Name
  • Check: Mobile Phone (look for "Mobile" specifically, not just "Phone")
  • Check: Email
  • Check: Last Visit Date
  • Check: Status
  • Check: Visit Count or Total Visits
  • Click "Export" or "Download" to confirm
EHR Software
PatientsPatient ManagementExport Fields
Included
Included
Included
Included
Included
Included
Included
Select All Fields
Export CSV
6

Download and Verify the File

The CSV will download to your browser's default downloads folder (usually C:\Users\YourName\Downloads on Windows). Open the file in Excel to verify: confirm the first row has column headers, and check that the Mobile Phone and Email columns are populated for most patients.

💡

If the file opens in Notepad instead of Excel, right-click the file → Open with → Microsoft Excel.

7

Send via Secure Upload Link

Upload the file using the secure link your MedMasters account manager provided. Do not email the CSV file directly — patient contact data must be transmitted securely.

⚠️

Never send patient data as a plain email attachment. Patient data sent over unencrypted email violates HIPAA. Use only the secure upload link provided by MedMasters.