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Patient Wallet: Smart Payments, Seamless Loyalty

The Patient Wallet in Aesthetic Record isn’t just a payment tool — it’s your built-in financial hub that keeps every dollar, discount, and deposit organized, secure, and easy to spend. From pre-payments to gift cards to treatment credits, your patients get a sleek, one-stop balance they can use across visits — and your team gets total visibility into every transaction.

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One Wallet. Infinite Uses.

The Patient Wallet allows you to store, apply and track any pre-payments, loyalty credits, membership payments, referral rewards, third-party benefits or financing pre-approvals in one place. Open the Patient Wallet at checkout to apply credits to any transaction. Every deposit or withdrawal is logged for easy auditing and connected to your invoices for detailed tracking and financial reporting.
 Any pre-purchase made in office or online is reflected in the Patient Wallet immediately including packages, promotions and service deposits. Include free goods with your monthly memberships or turn the subscription payment into wallet cash. As soon as the payment is made, the wallet is updated.
Instead of refunding a form of payment, you can send those funds to the Patient Wallet to be applied to a future purchase. This keeps the revenue in your practice & gives the patient an incentive to return. Reward patient referrals with wallet cash. Add the funds to the patient’s wallet and skip the manual tracking.

Redeem packages or pay with dollar credits directly in the cart at checkout. You can also retrieve credits from third-party integrations like RepeatMD, JOYA or manufacturer loyalty programs.

A Seamless Experience for Staff & Patients

Every Wallet transaction ties directly into your financial reports, eliminating manual tracking and end-of-day reconciliations. Patients see their available balance anytime through the Patient Portal — creating trust and transparency that keeps them coming back.

Every dollar or purchase lives where it should — inside AR. You can view what’s available at any time and help the patient make decisions about their treatment plan based on their existing credits.

Your staff is busy enough, and manually moving purchases between systems is inefficient and causes inaccuracies. With AR Pay, as soon as a purchase is made, the wallet is updated so it always reflects the most up-to-date transaction data. Fully automated. Always accurate.

The connection goes beyond the checkout process. You can monitor overall short term liability across all Patient Wallets at any time so you know what’s outstanding. Keep track of your daily redemption rates with wallet credit and debit reporting on your sales summary so you can differentiate between new revenue and pre-purchases that are being redeemed.

Turn Payments Into Practice Growth

The Wallet builds loyalty and cash flow by giving patients an easy way to commit to future treatments — before they even book. It’s a frictionless way to reward repeat clients, incentivize rebooking, and reduce refund liability without complicated financial gymnastics. With recurring revenue options like Memberships and Treatment Plans, patients are committing to a long term relationship with your practice.

Simplicity That Fuels Your Revenue Growth

Packages, promotions, memberships, and events are all proven ways to increase revenue, but they are historically difficult to track and manage. With the Patient Wallet, there’s no additional work required by your staff, so you aren’t forced to decide between increasing sales or increasing the workload on your team. From purchase to Patient Wallet, redemption and reporting, everything happens instantly reducing errors, streamlining the process, and simplifying your practice growth.

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Built to Support Every Stage of Your Aesthetic Journey.

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