Before the patient arrives
Preparation determines whether the consultation begins with care or clerical cleanup.
- Confirm identity and contact information.
- Collect medical history, allergies, medications, prior procedures, goals, and required forms.
- Flag missing information and contraindication questions for clinical review.
- Make prior photos, messages, purchases, and treatment history visible to the provider.
During the clinical consultation
The provider should be able to move from the patient's goals to a defensible assessment without rebuilding context.
- Clarify the desired outcome and the patient's timeline.
- Review medical history, prior treatments, expectations, and relevant alerts.
- Capture standardized baseline photography when appropriate.
- Document assessment, options discussed, recommendations, risks, alternatives, and questions.
- Build the treatment plan and note what is accepted, deferred, or declined.
Close the loop
A consultation is incomplete until the next action has an owner.
- Deliver the estimate or quote with the services and cadence discussed.
- Collect required consent at the correct stage—not as a substitute for the clinical conversation.
- Schedule accepted care or create a dated follow-up task.
- Send pre-care instructions and identify any prerequisite forms, labs, or medical clearance.
- Record the consultation outcome for conversion and attribution reporting.
Clinical and operational references
Use this guide as an operational starting point, not legal or medical advice. Clinic requirements vary by jurisdiction, services, licensure, and scope of practice.