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[ { "id": 331048, "user_id": 53289, "patient_id": 32788, "notes": "Membership Type: Monthly \nLast Treatment date: 01/20/2023\nLast Draw Date: 01/20/2023\nStart To expire: N/A\nRemoved amount: N/A\nAdditional Notes: N/A", "added_by": "Ray Piluden", "edited_by": null, "created": "2023-01-31 13:51:21", "modified": "2023-01-31 13:51:21", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 53289, "firstname": "Ray", "lastname": "Piluden", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Ray Piluden" }, "patient_note_user": null }, { "id": 328766, "user_id": 53289, "patient_id": 32788, "notes": "P - N/A\nO - 46 Unit/s of Jeuveau for Wrinkle Relaxer Treatment\nN - JLyft (cheeks , chin, and eyes)\nI - Next steps evaluate treatment discussed, possible JLyft \n\nClient resigned up for Monthly Membership \n\nRedeemed Evolus Code: Sweet Pineapple (Custom Discount)", "added_by": "Ray Piluden", "edited_by": "Ray Piluden", "created": "2023-01-20 12:59:49", "modified": "2023-01-20 14:35:45", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 53289, "firstname": "Ray", "lastname": "Piluden", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Ray Piluden" }, "patient_note_user": null }, { "id": 328709, "user_id": 53289, "patient_id": 32788, "notes": "Member: Non-Member\nCherry: N/A\nDollar Credit: $198.00 (all funds valid until 11/14/23, funds will expire months afterwards)\nPrepaid Services: None\nAlle: 0 Points\nAspire: N/A\nKnown allergy (if any): None\nPersonalization Notes: ---\nAppointment Notes: ---", "added_by": "Ray Piluden", "edited_by": null, "created": "2023-01-20 10:40:11", "modified": "2023-01-20 10:40:11", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 53289, "firstname": "Ray", "lastname": "Piluden", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Ray Piluden" }, "patient_note_user": null }, { "id": 328684, "user_id": 4302, "patient_id": 32788, "notes": "*** Missed Call Task \n\n• Called the number back\n• Reached VM. Left message", "added_by": "Carmela Dael", "edited_by": null, "created": "2023-01-20 09:50:59", "modified": "2023-01-20 09:50:59", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 4302, "firstname": "Carmela", "lastname": "Dael", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Carmela Dael" }, "patient_note_user": null }, { "id": 328658, "user_id": 32788, "patient_id": 32788, "notes": "Unable to charge Cancellation Fee as Error occurred while charging from Processor", "added_by": "Jessica Brandt", "edited_by": null, "created": "2023-01-20 01:15:40", "modified": "2023-01-20 01:15:40", "hashtags": null, "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": null, "patient_note_user": null }, { "id": 328488, "user_id": 53289, "patient_id": 32788, "notes": "Member: No\nCherry: N/A\nDollar Credit: $198.00\nPrepaid Services: None\nAlle: 0 Points\nAspire: N/A, Points\nKnown allergy (if any): None\nPersonalization Notes: Client's membership fell off, advise to resign up. Waive signing fee. \nAppointment Notes: ---", "added_by": "Ray Piluden", "edited_by": null, "created": "2023-01-19 13:26:01", "modified": "2023-01-19 13:26:01", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 53289, "firstname": "Ray", "lastname": "Piluden", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Ray Piluden" }, "patient_note_user": null }, { "id": 305832, "user_id": 53545, "patient_id": 32788, "notes": "Reward Available from Evolus\n$40 off today’s visit- redeemed\nMagic Phrase: calm , grapes", "added_by": "Jennifer Maratas", "edited_by": null, "created": "2022-10-14 14:15:55", "modified": "2022-10-14 14:15:55", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 53545, "firstname": "Jennifer", "lastname": "Maratas", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jennifer Maratas" }, "patient_note_user": null }, { "id": 305831, "user_id": 53545, "patient_id": 32788, "notes": "Client resigned up for monthly membership today with MP Kristin.\nWaived $50 set up fee as approved by Kerry.", "added_by": "Jennifer Maratas", "edited_by": "Jennifer Maratas", "created": "2022-10-14 14:15:20", "modified": "2022-10-14 14:16:40", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 53545, "firstname": "Jennifer", "lastname": "Maratas", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jennifer Maratas" }, "patient_note_user": null }, { "id": 305588, "user_id": 53545, "patient_id": 32788, "notes": "* Member: no\n* Cherry: none\n* Dollar Credit: $0.00\n* Prepaid Services: none\n* Aspire: not set up\n* Allē: 0pts\n* Personalization Notes: none\n* Appt Note: none", "added_by": "Jennifer Maratas", "edited_by": null, "created": "2022-10-13 16:14:40", "modified": "2022-10-13 16:14:40", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 53545, "firstname": "Jennifer", "lastname": "Maratas", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jennifer Maratas" }, "patient_note_user": null }, { "id": 267570, "user_id": 3417, "patient_id": 32788, "notes": "* Client paid $500 for today's treatment\n* Larry gave her $14 as change\n* She has $0.71 remaining change - checked out as custom gift card to be added in wallet\n* Invoice No:\tAR7521652110036\n\nRedeemed Evolus $40 \nMagic Phrase: Royal Cherry", "added_by": "Clarie Anlacan", "edited_by": null, "created": "2022-05-09 11:28:50", "modified": "2022-05-09 11:30:34", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 3417, "firstname": "Clarie", "lastname": "Anlacan", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Clarie Anlacan" }, "patient_note_user": null }, { "id": 267519, "user_id": 46973, "patient_id": 32788, "notes": "Member: None\nCherry: NA\nDollar Credit: $0.00\nPrepaid Services: None\nAspire: No acct\nAllē: 278 pts\nPersonalization Notes: ---", "added_by": "Rosel Salimbagat", "edited_by": null, "created": "2022-05-09 09:32:56", "modified": "2022-05-09 09:32:56", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 46973, "firstname": "Rosel", "lastname": "Salimbagat", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Rosel Salimbagat" }, "patient_note_user": null }, { "id": 264350, "user_id": 34217, "patient_id": 32788, "notes": "*Unfired client\n-new Covid policy effective today 04/20/2022", "added_by": "Jell Beltran", "edited_by": null, "created": "2022-04-20 14:52:17", "modified": "2022-04-20 14:52:17", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 34217, "firstname": "Jell", "lastname": "Beltran", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jell Beltran" }, "patient_note_user": null }, { "id": 263020, "user_id": 33562, "patient_id": 32788, "notes": "-client called in\n-verified account\n-cancelled wrinkle relaxer appt 04/13/2022 5PM\n-client tried to cancel online, received error due to unable to charge\n-advised of cancellation policy. asked for clients new card, client doesn't have a card on hand\n-client is not feeling well so need to cancel todays appt\n-informed client i'll cancel her appt today, will temporarily put her account on hold \n-can resched after 10 days and update card on file \n\n- fired account\n- added in covid fired sheet", "added_by": "Nena Flores", "edited_by": null, "created": "2022-04-13 11:48:30", "modified": "2022-04-13 11:49:02", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 33562, "firstname": "Nena", "lastname": "Flores", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Nena Flores" }, "patient_note_user": null }, { "id": 263009, "user_id": 32788, "patient_id": 32788, "notes": "Unable to charge Cancellation Fee as Error occurred while charging from Processor", "added_by": "Jessica Brandt", "edited_by": null, "created": "2022-04-13 15:35:41", "modified": "2022-04-13 15:35:41", "hashtags": null, "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": null, "patient_note_user": null }, { "id": 263006, "user_id": 32788, "patient_id": 32788, "notes": "Unable to charge Cancellation Fee as Error occurred while charging from Processor", "added_by": "Jessica Brandt", "edited_by": null, "created": "2022-04-13 15:34:51", "modified": "2022-04-13 15:34:51", "hashtags": null, "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": null, "patient_note_user": null }, { "id": 263002, "user_id": 32788, "patient_id": 32788, "notes": "Unable to charge Cancellation Fee as Error occurred while charging from Processor", "added_by": "Jessica Brandt", "edited_by": null, "created": "2022-04-13 15:30:34", "modified": "2022-04-13 15:30:34", "hashtags": null, "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": null, "patient_note_user": null }, { "id": 262826, "user_id": 37694, "patient_id": 32788, "notes": "Member: No\nDollar credit: $0.00\nPrepaid Services: None\nAspire: Not setup\nAllē: 278 pts\n\n•Client is no longer a member. We tried charging her card last February for the monthly memberhsip but wasn't successful. She might want to re-sign up.", "added_by": "Angel Najera", "edited_by": null, "created": "2022-04-12 13:15:57", "modified": "2022-04-12 13:15:57", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 37694, "firstname": "Angel", "lastname": "Najera", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Angel Najera" }, "patient_note_user": null }, { "id": 245331, "user_id": 4302, "patient_id": 32788, "notes": "- sent $40 Evolus credit to client. MP used it for today's treatment.\n- cancelled client's 05:30 pm appointment and sent confirmation email to client.", "added_by": "Carmela Dael", "edited_by": null, "created": "2022-01-11 11:01:26", "modified": "2022-01-11 11:37:58", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 4302, "firstname": "Carmela", "lastname": "Dael", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Carmela Dael" }, "patient_note_user": null }, { "id": 245253, "user_id": 46973, "patient_id": 32788, "notes": "=====Wallet is Updated as of Jan 10, 2022=======\nMember: No\nDollar Credit: $198.00\nPrepaid Services: None\nAspire: Not setup\nAllē: 278 pts", "added_by": "Rosel Salimbagat", "edited_by": null, "created": "2022-01-10 16:53:33", "modified": "2022-01-10 16:53:33", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 46973, "firstname": "Rosel", "lastname": "Salimbagat", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Rosel Salimbagat" }, "patient_note_user": null }, { "id": 228863, "user_id": 12005, "patient_id": 32788, "notes": "===Today's Treatment===\nTreatment Date: October 13, 2021\nPaperwork: Completed \nInvoice: Completed (AR2221634148763)\n\nProducts Used:\n\nJeuveau 40.0 units\nID: X19039", "added_by": "Carlo Colmenares", "edited_by": null, "created": "2021-10-13 14:14:25", "modified": "2021-10-13 14:14:25", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 12005, "firstname": "Carlo", "lastname": "Colmenares", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Carlo Colmenares" }, "patient_note_user": null }, { "id": 228711, "user_id": 7440, "patient_id": 32788, "notes": "•Called client to remind of the paperwork completion", "added_by": "Nathalie Piatos", "edited_by": null, "created": "2021-10-12 17:34:41", "modified": "2021-10-12 17:34:41", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 7440, "firstname": "Nathalie", "lastname": "Piatos", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Nathalie Piatos" }, "patient_note_user": null }, { "id": 228618, "user_id": 4302, "patient_id": 32788, "notes": "=====Wallet is Updated as of Oct. 12, 2021=======\n Member: Yes \n- Paid monthly membership last 09/26/2021\n Dollar credit: $297.00\n Prepaid Services: None\n Aspire: No account\n Allē: 278 points", "added_by": "Carmela Dael", "edited_by": null, "created": "2021-10-12 14:29:38", "modified": "2021-10-12 14:29:38", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 4302, "firstname": "Carmela", "lastname": "Dael", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Carmela Dael" }, "patient_note_user": null }, { "id": 212967, "user_id": 37695, "patient_id": 32788, "notes": "*MP Larry rung out client with $67 coming from BD wallets\n*checked wallets and found out $75 from wallets have already expired in 02/18/2021 (6 months validity)\n*asked SRs for advice and Kai was instructed to call Alle to ask if the $67 from today's invoice could still be honored\n*Alle mentioned that this offer already expired Oct 13, 2020 and was still under Brilliant Distinctions, and they are unable to extend the issuance as it was under BD and not Alle\n*removed the remaining $8 from BD wallet", "added_by": "Jellene Correa", "edited_by": null, "created": "2021-07-26 14:32:21", "modified": "2021-07-26 14:32:21", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 37695, "firstname": "Jellene", "lastname": "Correa", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jellene Correa" }, "patient_note_user": null }, { "id": 212966, "user_id": 3233, "patient_id": 32788, "notes": "*Called ALLE in behalf of Jellene to ask if the $67 expired BD credit which was redeemed and added to wallet last 8/18/20 can still be used today\n-As per checking, $75 was redeemed and added to wallet with the corresponding code - F89C7381821D last 8/18/20\n-It was not until today that the BD credit was used for Invoice No: AR3861627320442; client used $67\n-Called Alle to ask if they can apply the expired BD credit for today; advised that they cannot honor the $67 for today's transaction\n- ALLE mentioned that this offer already expired Oct 13, 2020 and was still under Brilliant Distinctions. They are unable to extend the issuance as it was under BD and not Alle\n-Informed Off Assist Jellene and Sr Luke", "added_by": "Kai dela Rosa", "edited_by": null, "created": "2021-07-26 14:31:10", "modified": "2021-07-26 14:31:10", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 3233, "firstname": "Kai", "lastname": "dela Rosa", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Kai dela Rosa" }, "patient_note_user": null }, { "id": 212923, "user_id": 37695, "patient_id": 32788, "notes": "Successfully redeemed evolus points\n- code: pink bird\n\n*added Alle points for Retinol Complex 0.5", "added_by": "Jellene Correa", "edited_by": null, "created": "2021-07-26 13:13:05", "modified": "2021-07-26 14:31:29", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 37695, "firstname": "Jellene", "lastname": "Correa", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jellene Correa" }, "patient_note_user": null }, { "id": 212784, "user_id": 37695, "patient_id": 32788, "notes": "Member: yes\nDollar Credit: $396.00\nPrepaid Services: none\nAspire: no account\nAllē: 200 pts & $75.00\nPaperworks: none\nSMS: sent", "added_by": "Jellene Correa", "edited_by": null, "created": "2021-07-26 08:04:54", "modified": "2021-07-26 08:04:54", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 37695, "firstname": "Jellene", "lastname": "Correa", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jellene Correa" }, "patient_note_user": null }, { "id": 189219, "user_id": 34218, "patient_id": 32788, "notes": "Successfully redeemed evolus points\n- code: pink cat", "added_by": "Emelor Baga", "edited_by": null, "created": "2021-03-17 15:56:52", "modified": "2021-03-17 15:56:52", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 34218, "firstname": "Emelor", "lastname": "Baga", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Emelor Baga" }, "patient_note_user": null }, { "id": 189002, "user_id": 33563, "patient_id": 32788, "notes": "=== Wallet Update ===\n\nMember: Yes, Monthly, last draw 02/26/2021\nWallet Balance: $$297.00\nPrepaid Services: None\nAspire: Not Setup\nAllē: 200 pts / $75.00", "added_by": "Charles Canales", "edited_by": null, "created": "2021-03-16 21:46:10", "modified": "2021-03-17 15:51:42", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 33563, "firstname": "Charles", "lastname": "Canales", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Charles Canales" }, "patient_note_user": null }, { "id": 174319, "user_id": 4302, "patient_id": 32788, "notes": "- send client $80 credit today. MP used it for today's service.", "added_by": "Carmela Dael", "edited_by": null, "created": "2020-12-08 08:23:47", "modified": "2020-12-08 08:23:47", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 4302, "firstname": "Carmela", "lastname": "Dael", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Carmela Dael" }, "patient_note_user": null }, { "id": 174163, "user_id": 3233, "patient_id": 32788, "notes": "Member: Yes\nWallet Balance: $99\nPrepaid Services: None\nAspire: No account\nAllē: $75 credit/200 points", "added_by": "Kai dela Rosa", "edited_by": null, "created": "2020-12-07 04:44:56", "modified": "2020-12-07 04:44:56", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 3233, "firstname": "Kai", "lastname": "dela Rosa", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Kai dela Rosa" }, "patient_note_user": null }, { "id": 172565, "user_id": 5571, "patient_id": 32788, "notes": "Reach out today via phone call inquire about Black Friday Annual Membership Promo and Black Friday Jeuveau. Did not purchased yet and will think about it first and will just call back.", "added_by": "Shanna McDermott", "edited_by": null, "created": "2020-11-27 10:14:40", "modified": "2020-11-27 10:15:24", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 5571, "firstname": "Shanna", "lastname": "McDermott", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Shanna McDermott" }, "patient_note_user": null }, { "id": 158045, "user_id": 20100, "patient_id": 32788, "notes": "MEMBERSHIP DETAILS:\n-client is not a member\n\nWALLET DETAILS:\n$0\nBD:\n$75 existing added 08/18/2020 redeemable\n200 points\nASPIRE:\nnot set up\n\nPAPERWORK: Yes\nOTHER IMPORTANT INFO:\n-checked for duplicate accounts", "added_by": "Kate Roco", "edited_by": null, "created": "2020-08-22 04:20:26", "modified": "2020-08-22 04:20:26", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 20100, "firstname": "Kate", "lastname": "Roco", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Kate Roco" }, "patient_note_user": null }, { "id": 157558, "user_id": 20100, "patient_id": 32788, "notes": "MEMBERSHIP DETAILS:\n-client is not a member\n\nWALLET DETAILS:\n$0\nBD:\n$75 F89C7381821D redeemed\n0 points\nASPIRE:\nnot set up\n\nPAPERWORK: No\nOTHER IMPORTANT INFO:\n-unable to call due to no access to tools\n-send text and email reminder\n-checked for duplicate accounts", "added_by": "Kate Roco", "edited_by": null, "created": "2020-08-18 19:25:41", "modified": "2020-08-18 19:25:41", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 20100, "firstname": "Kate", "lastname": "Roco", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Kate Roco" }, "patient_note_user": null }, { "id": 126532, "user_id": 8140, "patient_id": 32788, "notes": "New Client - Wallet Updated\nBD - 0 points with no coupons\nAspire - N/A", "added_by": "Jennifer Burns", "edited_by": null, "created": "2019-09-09 10:35:45", "modified": "2019-09-09 10:35:45", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 8140, "firstname": "Jennifer", "lastname": "Burns", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "Jennifer Burns" }, "patient_note_user": null }, { "id": 82142, "user_id": 3305, "patient_id": 32788, "notes": "added 50$ credit from Felicity Frank referral ", "added_by": "Emily Rudich", "edited_by": "", "created": "2018-06-19 13:37:46", "modified": "2018-06-19 13:37:46", "hashtags": "", "is_sticky": 0, "title": null, "converted_at": null, "converted_by": null, "user": { "id": 3305, "firstname": "zzz.Emily", "lastname": "Rudich", "role_name": "", "user_image_url": null, "signature_url": "", "full_name": "zzz.Emily Rudich" }, "patient_note_user": null } ]