iConsult Initial Setup
After getting your Username and Password. Please take 15-20 mins to review the following for your initial account set up, this is an essential step to get started. We have prepared a recorded video guide as well as written guide for your convenience. You may download a PDF copy of this guide on the attachment.
Section 1: Logging In
There are 2 ways on Logging in to iConsult.
First is from the website - www.iconsult-aesthetic.com this where Admin and Staff login to manage account, set appointments, it is also used for configuration and management of your clinic.
And the other one is the Apple App, which we are calling the iConsult App, this will be used used by your HCP (Health Care Provider / Practitioners), this App will be used to carry out the consultations of your customers.
Section 2: User Roles
We have 3 different type of user in the iConsult.
First we have the Admin, this is the account used by the owner of the clinic, this account is solely used for managing everything on your Clinic, such as adding HCP users, Staff users, treatments, products, etc. This account is used on the iConsult Website.
Note: This account will not have access to the iConsult App. If you are also a Doctor and you wanted to access the iConsult App to carry out the iConsultations, you will have to create a separate HCP account using a different E-mail.
Second, we have the HCP
HCP stands for Health Care Provider, your medical practitioner such as your Doctors in the clinic.
This will be used to carry out the iConsultations using the iConsult app. This account have access to iConsult App only.
Note: If you are the Admin and also a HCP, you will need to use a different email from the one you used as the Admin. You cannot use the same email on Admin account and HCP account.
Third type of user is the Staff.
Staff users are simply for anyone who works on your clinic that is not your Medical practitioner.
They will NOT be given access to the iConsult App, they will be using the iConsult website to login and create clients and appointments.
Note: You cannot use an email twice, if you already used an email for the HCP user, then you cannot use them as Staff user. Same as Admin email cannot be used as HCP and Staff user. The reason behind this is to maintain maximum security and to comply with data protection, patient and client records are not made available to staff accounts without express permission of the account owner
Section 3 : Walkthrough
When you log into your account for the first time, you will be redirected to the Walkthrough page. This will lead you to step by step easy initial setup.
Step 1: Enter your Profile Details
Complete the information needed and upload your picture.
Step 2: Add your HCP
Create an account for your health care practitioner, this will allow them to Login to the iPad application.
You will need their Email address, Name, Professional ID Reg No, Address and Desk Number to complete this step. They will be sent an Email to set up a password once you get them registered.
Step 3: Add your Staff
Create an account for your clinic staff, this will allow them to Login to the website and create appointments and customer account. You will need their Email address, Name, Professional ID Reg No, Address and Desk Number to complete this step. They will be sent an Email to set up a password once you get them registered.
Step 4: Add your Treatments
On this area you will have to enter all the Treatments and services your clinic has to offer. Click on New Treatment and add the treatment name. Examples: Laser Hair Removal.
Step 5: Add your Products
On this area you will have to enter the product that will be used on each Treatments you have listed earlier.
Select a Treatment and Click on New Product add the treatment name.
Examples: Laser Hair Removal.
Add the products/ procedures that will used on that treatment, this can be product and procedures you will use when the treatment is taking place.
Example: On doing Laser hair removal, you will need to clean the area and moisturize it first (this is an example only). Then under products you put in
After adding the Products, enter the Equipment needed for the treatment.
Example: We will be using Remington IPL6000USA I-Light Pro
Then under Equipment Enter Remington IPL6000USA I-Light Pro then enter the Settings for that machine
Example: Intensity level 5 click the + button to add
Voltage: 115/230 VAC click the + button to add and hit save
Step 6: Choosing your subscription
For this step you may select the Package that best fits your need.
You may reach out to us so we can better assist you. Click Next.
You are all SET! We will be sending you a step by step easy to follow videos for you to effectively use the software. Feel free to reach out to us if you need any help.