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CONFIDENTIAL · CLINICAL USE ONLY
1 · Patient
2 · Concerns
3 · Plan
4 · Documents
Patient Info
Search existing patient to load their history, or fill in manually.
Medical Flags
Melasma / PIH history
Keloid tendency
Autoimmune condition
Recent isotretinoin
Poor wound healing
Active smoking
Blood thinners
None
Chief Concern
Patient's own words
Clinical Assessment
Select all that apply from your full-face assessment
Upper face lines
Brow heaviness
Under-eye hollows
Midface volume loss
Nasolabial / marionette
Thin / uneven lips
Jawline / chin definition
Neck laxity / bands
Skin laxity / crepey
Pigment / melasma
Texture / pores
Dullness / glow
Prevention / aging well
Hair loss
Provider Notes
Patient Plan
SOAP Note
Skincare Detail

Patient Treatment Plan

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Injector SOAP Note

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ZO Skincare Protocol

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Patient Evaluation
Fill in after assessment. All fields inform the protocol output.
Primary Skin Concerns
Select all that apply. Protocol will follow ZO manual stacking rules.
Early Aging
Moderate Aging
Advanced Aging
Severe Aging / Photoaging
Mild Pigmentation
Moderate Pigmentation
Severe Pigmentation / Melasma
Resistant Melasma
Mild Redness / Rosacea
Moderate Rosacea
Severe Rosacea
Mild Acne
Moderate Acne
Severe Acne / Cystic
Oiliness + Enlarged Pores
Skin Laxity / Sagging
Rough Texture / Scarring
Sensitized / Weak Skin
Pre-Procedure Conditioning
Post-Procedure Recovery
Contraindications / Flags
Check all that apply — will modify protocol automatically.
Pregnant or breastfeeding
Isotretinoin within 6 months
History of herpes simplex
On HQ > 4 months already
Highly sensitive / reactive skin
No neuromodulators
No laser / energy devices
Budget-conscious patient
ZO Skin Health Regimen
Protocol

StepProductScheduleDoseWhy (Physiology)
Anticipated Reaction Timeline
Per ZO Manual
Protocol Tweak Schedule
When to Adjust
Recommended Modalities — Dr. V Aesthetics
Your Clinic

Best Membership for This Patient
Financial Fit
In-Room Upsell Script
Say This
What NOT To Do
Patient Instructions
    Patient Summary Text — Copy to AR
    Send via AR

    Copy this into Aesthetic Record and send to patient after consult.

    View Sheet ↗
    Qualify Lead
    Daily Touch-up Tasks
    Lead Qualifier
    Set the context once, then have a real back-and-forth. Paste what the patient said — get step-by-step guidance on how to respond and qualify.
    💬 Objection Scripts
    tap to expand
    Pricing & Packages
    Changes save automatically and apply instantly to the Treatment Plan Builder and Lead Qualifier. No need to touch code.

    🧴 Skincare Follow-Up & Refill Queue

    Every refill call is logged. Established patients: contact via AR ONLY — never GHL. (GHL is for new leads who never came in.)

    THE 3-TOUCH RHYTHM — caring, not pushy. A hesitation just means move to the next touch.
    1. THE CONCIERGE OFFER (assume gently): "Hi [name], it's [you] from Dr. V's! Your [product] usually runs out right about now, so I wanted to save you the trouble — want me to set your refill aside? I can use the card on file and text you when it's ready."
    2. If they hesitate — the CARING WHY (educate, don't pressure): "Of course! The only reason I bring it up is that the home products are what carry your results between visits — Dr. V likes us to make sure nobody's progress stalls over a runout. Want me to hold one for you either way?"
    3. If still unsure — the EASY OPTION (make it effortless): "Totally fine! And if coming in is the hassle, I can have it shipped straight to your door instead — same price, zero effort. Would that be easier?"
    If it's a real no: "No problem at all — I'll check in with you at your next visit!" Then log it with what they said — the note is for us to serve them better next time, not to argue.
    SALE PATHS (in this order):
    1. Phone charge + pickup: charge card on file → note to pull from shelf → text: "All set [name]! Your [product] is paid and waiting at the front desk — grab it any time this week 💛"
    2. Ship to home (ZO site): text them your ordering link: https://zoskinhealth.com/?practice-ref=2316470&practice-name=Dr+V+Medical+Aesthetics — "order tonight and it ships straight to you, still credits our practice."
    3. LAST RESORT — Clover invoice: send invoice → you must set a task to verify it was paid within 48h. Unpaid invoice = unfinished follow-up.

    NO-ANSWER CADENCE (3 attempts max, alternate channels):
    Attempt 1: CALL → no answer = voicemail + a short text same day. Log "No answer (retry)".
    Attempt 2 (+2 days): TEXT with different wording — lead with the product: "Hi [name]! Your [product] refill is here with your name on it — want me to charge the card on file, or ship it to you?"
    Attempt 3 (+5 more days): CALL one final time.
    After 3: STOP — no more outreach (premium, not pestering). The queue flags them for an in-person close at their next visit and re-surfaces in 30 days.
    Loading queue…

    ⚠ Emergency Protocols

    Tap a card to expand. Dr. V is not always on site. In every emergency: the NP on site takes over immediately — if NO provider is on site, call 911. Then CALL DR. V right away, every time — she directs care by phone. You will never be in trouble for calling 911 or calling Dr. V "too soon." Over-calling is always the right call.

    🧰 KNOW TWO LOCATIONS COLD: the BLACK BOX VO KIT (epinephrine is INSIDE it) and HYLENEX — in the FRIDGE. New staff: physically find both on your first day and at every Thursday huddle.
    CALL 911 NOW if: trouble breathing · throat/tongue swelling · chest pain · vision loss or change · unresponsive >1 minute · seizure · stroke signs (face droop, arm weakness, slurred speech)
    🩸 VASCULAR OCCLUSION (filler) — minutes matter

    Recognize: blanching (white/dusky skin) · severe pain out of proportion · mottled/livedo pattern · delayed cap refill · (late: dusky purple, coolness)

    DO NOW: 1) STOP injecting · 2) Get the NP into the room immediately (no provider on site = call 911) · 3) CALL DR. V NOW — she directs treatment by phone if she's not on site · 4) Grab the BLACK BOX VO KIT + HYLENEX from the FRIDGE · 5) Warm compress on the area · 6) NP floods area with hyaluronidase (high-dose pulse, repeat until reperfusion) · 7) Massage area · 8) Reassess cap refill every few minutes

    ANY vision change/eye pain = 911 + tell them "possible retinal artery occlusion from facial filler" — minutes matter for sight.

    Document: time of onset, signs, hyaluronidase doses+times+lot, response, photos, all provider communications, patient instructions given. Do not discharge until provider clears; arrange next-day follow-up.

    😵 PATIENT PASSING OUT (vasovagal / syncope)

    Recognize: pale, sweaty, "I feel weird/hot," tunnel vision, slow pulse — most common right after needles.

    DO NOW: 1) Stop procedure, protect from falling · 2) Lay flat, LEGS UP · 3) Cold compress to neck/forehead · 4) Call provider in · 5) Vitals when able · 6) Small sips of juice/water when fully alert · 7) Recover 15+ min, no driving until fully normal

    Unresponsive >1 minute, chest pain, irregular breathing, or seizure activity = 911.

    Document: time down/up, vitals, recovery, provider assessment. Flag chart "vasovagal hx — premedicate with recline + distraction next visit."

    🤧 ANAPHYLAXIS / SEVERE ALLERGIC REACTION

    Recognize: hives spreading · face/lip/throat swelling · wheeze/trouble breathing · dizziness/collapse — usually within minutes of product.

    DO NOW: 1) CALL 911 · 2) NP administers EPINEPHRINE — it's INSIDE the BLACK BOX VO KIT (if no provider on site, tell the 911 dispatcher you have epinephrine on hand and follow their instructions) · 3) Lay flat, legs raised (sitting up if breathing is hard) · 4) Second epi in 5-15 min if no improvement · 5) Nothing by mouth · 6) Stay with patient, note times · 7) CALL DR. V — immediately, phone is fine

    After: ER transport even if improved (biphasic reactions). Document product/lot, timeline, doses, EMS handoff.

    Mild allergic (localized hives/itch, NO breathing/face involvement): provider assesses → antihistamine per provider order → observe 30+ min → document.

    🔴 NODULES & GRANULOMAS (days-to-months later)

    FD — patient calls about a lump: never dismiss it, never diagnose it. Ask: When did it appear? Which treatment/filler? Painful? Red/warm? Fever? Growing? Then notify the provider SAME DAY and log the call verbatim in AR. Your only job is triage + booking — the clinical part below is for the NP + Dr. V.

    Say: "I'm so glad you called — this is something our provider will want to look at directly. Let me get you in [this week]."

    RED FLAGS → same-week visit + Dr. V notified immediately (phone OK): red + warm + painful · fever · rapidly growing · skin breakdown

    NP — classify first (the timeline tells you the cause):

    Early, NOT inflamed (weeks 1–4): usually superficial placement, maldistribution, or product clumping — a placement problem, not an immune problem. → Vigorous massage first; if it persists: saline or lidocaine displacement, or needle subcision to break it up.

    HA filler + INFLAMED (red/warm/painful, any timing): treat as immune reaction or biofilm. → High-dose PULSE hyaluronidase (Hylenex — fridge), repeated until full resolution · add doxycycline if biofilm is suspected.

    Delayed 3+ months / biostimulators (Sculptra, Radiesse): true granuloma — foreign-body immune reaction or biofilm; hyaluronidase won't dissolve these products. → Intralesional 5-FU combined with LOW-dose corticosteroid (triamcinolone or dexamethasone) — the combo suppresses the fibroblast overgrowth without causing skin atrophy · oral support per Dr. V · refractory cases: refer for ultrasound-guided precision injection.

    Every case: Dr. V is looped in before treatment — phone is fine. Document filler type + lot if known, onset timeline, inflammatory signs, classification, treatment + doses, photos.

    🔥 BURNS (laser / IPL / RF / peels)

    Recognize: immediate excessive pain, white/grey patches, blistering, epidermal sliding during or after energy treatment.

    DO NOW: 1) Stop treatment · 2) Cool (not ice) compresses / cool saline 10-15 min · 3) Provider assesses depth · 4) Per provider: topical care, dressing, possible Rx · 5) Photos NOW (documentation + monitoring baseline)

    After: written aftercare (no picking, strict SPF, signs of infection) · 24-48h follow-up call SCHEDULED before they leave · PIH protocol applies to healing (see Training tab) · document settings used, area, immediate response, all care given.

    💊 MINOR REACTIONS (expected vs. concerning)

    Normal & expected (reassure + monitor): bruising, mild swelling, tenderness, pinpoint bleeding, redness 24-48h post-MN/laser, mild headache post-tox, small lumps that settle ~2 weeks post-filler.

    Concerning → provider TODAY: worsening after day 3 · spreading redness/warmth (infection) · fever · severe/one-sided swelling · dusky color change · vision anything · blistering/cold sores post-lip work.

    FD rule: NEVER say "that's normal" — say: "Thanks for telling us — I'm flagging this to the provider who treated you and they'll follow up shortly." Then actually flag it, same hour, and log it in AR.

    📞 AFTER ANY EVENT — the follow-up loop

    1) Chart everything same day (times, meds+lots, response, photos, instructions)

    2) Add the patient to next week's FOLLOW-UP LIST on the huddle with a note of what happened — they get a personal reassurance call, not the standard script

    3) Dr. V reviews every event at the weekly huddle build

    4) Do NOT ask an event patient for a Google review — the follow-up call is about care, full stop.

    Black Box VO Kit + Hylenex (fridge) locations: confirm at every Thursday huddle — it's on the closeout. Remember: Dr. V is called IMMEDIATELY in every event, even by phone — never wait for her to be on site.

    🎓 Staff Training Library

    Tap any document to open it. New patient-safety and sales protocols are added here — check back after huddle updates.

    🟤 PIH — POST-INFLAMMATORY HYPERPIGMENTATION
    📕 PIH Protocol Suite The master clinical protocol — prevention, prep & treatment across MN, IPL, ablative
    🩺 Staff Training (Clinical) For injectors & providers — mechanisms, risk factors, settings by skin type
    🗃 Front Desk Training Lead conversion, our UVP, what to say on calls/DMs, follow-up protocol
    📝 Documentation Template How to chart PIH risk, prep compliance & counseling — copy this format
    📄 Patient Hand-out Print & give to Fitz III+ patients before MN/laser treatments
    💉 SENSITIVITY / ALLERGY TESTING — TEST DOSE PROTOCOL
    📘 Test Dose / Sensitivity Protocol Risk tiers A·B·PAUSE, same-day testing flow, scripts for every stage, $0/$50 pricing rule

    More sections coming — tell Dr. V what you want trained on next.

    Clinic days only — files replaced weekly. Edits sync across devices via the Config tab.

    🔐 Team Vault

    Logins are encrypted in the browser with your master passphrase (AES-256) before anything is saved — the sheet only ever stores scrambled text. If the passphrase is forgotten, the vault CANNOT be recovered. Auto-locks after 5 minutes idle.

    First time? The passphrase you enter now becomes the vault's passphrase.