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In this video, the presenter discusses navigating the patient portal and completing the medical history form for aesthetic records. They demonstrate the features available in the patient portal, such as viewing past and upcoming appointments, filling out treatment instructions, and updating medical history, including drug allergies. Patients can also edit personal details like date of birth, profile photo, and address, and have the option to become members or see their wallet information. The video transitions to an iPad, where the provider accesses their calendar to find and manage upcoming appointments, specifically highlighting a hydra facial appointment.