Clinical workflows
The workflows a med spa actually runs on.
Booking software stops at the appointment. These are the enforced sequences that carry a patient from consultation through charting, consent, photography, membership and the follow-up that brings them back.
Consultation workflow
The consultation workflow, from enquiry to treatment plan
Run consultations as a structured workflow: qualification, medical history, treatment plan, quote and conversion to a booked treatment.
Trigger: New patient requests a consultation, or a treatment requires one before booking
Treatment record workflow
Charting a treatment record that survives an audit
Chart treatments to the unit, syringe, pass or session with lot numbers, dilution, device settings and the supervising provider attached automatically.
Trigger: Provider opens the appointment and starts charting
Provider restriction workflow
Provider restrictions enforced before the booking, not after the incident
Scope-of-practice rules that decide which providers can book, chart and deliver each treatment, with supervision and credential expiry enforced.
Trigger: A treatment is scheduled or charted against a provider
Consent workflow
Consent collected before the needle, retained by version
Versioned digital consent tied to treatment type, collected before charting and retained with the version in force on the day of service.
Trigger: A treatment requiring consent is confirmed or charted
Photo workflow
Before and after photos that are actually comparable
Standardised clinical photography with consistent angles, per-treatment photo requirements, permission tracking and side-by-side comparison on the record.
Trigger: A treatment with a photo requirement is checked in
Membership workflow
Memberships that reconcile themselves at checkout
Membership tiers with entitlements that burn down at checkout, banked credit, usage monitoring and lapse detection before churn.
Trigger: Patient joins a tier, or arrives for a visit as a member
Follow-up workflow
Follow-up timed to the treatment, not to a generic calendar
Follow-up intervals driven by what was charted — neurotoxin duration, filler review, laser series spacing and facial course cadence — not by a generic reminder.
Trigger: A treatment record is signed
One record, every workflow
Each workflow writes to the same clinical record, so consent, units, lots, photos, entitlements and follow-up intervals all reconcile against the treatment that was actually delivered.
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