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Interactive systems worksheet
Medical spa technology-stack template
Map the systems that hold your patient, schedule, clinical record, inventory, payments, communication, and reporting—then decide what should stay, integrate, or disappear.
Complete this with the people who actually perform the work. Print or save as PDF when finished.
WorkflowCurrent systemOwnerDuplicate work / riskKeep, replace, integrate
Patient identity & clinical recordPatient identity, history, notes, photos, forms, signatures, treatment records
Scheduling & patient flowOnline booking, providers, rooms, equipment, waitlist, check-in, status
Payments & checkoutInvoices, deposits, memberships, packages, gift cards, refunds, processor
Inventory & purchasingProducts, clinical supplies, lots, expiration, receiving, transfer, waste, counts
Patient communicationSecure messages, SMS, email, reminders, pre-care, aftercare, recall
Retention & loyaltyRewards, referrals, campaigns, challenges, tiers, branded patient experience
Leads & attributionForms, lead source, pipeline, consultation conversion, campaign attribution
Team operationsRoles, permissions, timecards, payroll inputs, commissions, provider performance
Reporting & intelligenceRevenue, margin, utilization, patient value, documentation gaps, custom reports
Security & administrationSSO, MFA, audit logs, BAA, backups, exports, access reviews, incident response